MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,998 $422K <0.01% +2,638 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 14,856 $418K 0.03% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 14,729 $415K <0.01% +4,506 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 14,577 $411K <0.01% +5,454 13F-HR Timeline Group Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 14,500 $408K 0.4% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 14,332 $404K 0.01% -8,110 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,322 $403K <0.01% -3,310 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 11,318 $399K 0.03% -91 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 14,110 $397K <0.01% -3,800 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 14,050 $396K 0.03% -4,100 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 14,000 $395K 0.02% -1,700 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,840 $392K 0.04% +3,000 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 13,857 $391K 0.01% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 13,607 $383K 0.14% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,553 $382K <0.01% 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 13,050 $367K <0.01% +2,517 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 13,035 $367K 0.02% +1,121 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 13,002 $366K 0.03% +502 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12,002 $338K 0.01% -99 13F-HR Timeline TOBAM More: the full row for TOBAM 8,710 $337K 0.08% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 11,897 $335K 0.02% +1,431 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 11,784 $332K 0.33% -6,001 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 11,660 $328K 0.07% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,560 $326K <0.01% -3,225 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 11,132 $313K 0.07% 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 11,120 $313K 0.23% +1,970 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 10,992 $310K <0.01% +294 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 9,550 $309K 0.08% new 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 10,938 $308K 0.35% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,901 $307K 0.01% +1,033 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 10,869 $306K 0.04% +62 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,760 $303K <0.01% -478 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 10,681 $301K <0.01% new 13F-HR Timeline Group TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 10,660 $300K 0.12% -2,926 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 10,594 $298K 0.01% 0 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 10,256 $289K 0.09% -445 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 10,034 $283K 0.07% -4,482 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 10,000 $282K 0.07% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 10,000 $282K 0.03% new 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 10,000 $282K 0.64% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,891 $279K <0.01% -1,078 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,697 $273K <0.01% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,492 $267K <0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,470 $267K <0.01% -9,296 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 9,350 $263K 0.06% -200 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 9,347 $263K 0.05% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,310 $262K <0.01% +292 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 9,271 $261K 0.14% -782 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,136 $257K 0.04% -864 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 7,224 $257K 0.06% -2,690 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,050 $255K 0.03% -2,950 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 8,966 $252K 0.07% -144 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 8,952 $252K <0.01% -634 13F-HR Timeline Group Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 8,910 $251K 0.21% 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 8,762 $247K 0.01% new 13F-HR Timeline Group Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 8,592 $242K 0.08% 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 8,500 $239K 0.04% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 8,499 $239K 0.01% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,370 $236K <0.01% -628 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 8,363 $236K 0.19% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 8,257 $233K 0.05% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,246 $232K <0.01% +8,008 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 8,219 $231K 0.08% 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 8,206 $231K 0.11% -939 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,140 $229K <0.01% -4,174 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 8,126 $229K 0.06% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 8,100 $228K 0.05% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,057 $227K <0.01% -893 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 8,000 $225K 0.01% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 8,000 $225K 0.04% new 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 7,731 $218K 0.22% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,715 $217K <0.01% -1,689 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 7,675 $216K 0.03% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 7,435 $209K 0.02% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 7,400 $208K 0.03% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,282 $205K <0.01% -4,740 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,270 $205K <0.01% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 7,269 $205K 0.15% -1,005 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 7,250 $204K 0.08% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 7,107 $200K <0.01% -90,202 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 7,095 $200K 0.11% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 6,870 $193K 0.07% -784 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 6,572 $185K 0.09% -55 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 6,315 $178K 0.09% +393 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,909 $173K <0.01% +169 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 5,625 $158K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,267 $148K 0.1% -100 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,233 $147K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,077 $143K <0.01% +4,178 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,934 $141K 0.01% +2,901 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 4,887 $138K 0.04% +536 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,842 $136K 0.01% +1,298 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 4,823 $136K <0.01% +2,133 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 4,705 $132K 0.13% 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,678 $132K 0.04% +1,191 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4,624 $130K 0.03% 0 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 3,275 $127K 0.06% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,404 $124K <0.01% +3,284 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,246 $120K <0.01% -64 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,000 $113K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,842 $108K <0.01% +1,289 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,638 $102K 0.01% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 3,314 $93.3K <0.01% -294 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,087 $86.9K 0.05% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,933 $82.6K 0.01% +360 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,666 $75.1K 0.01% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 2,661 $74.9K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,604 $73.3K <0.01% +701 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,443 $68.8K 0.03% +2 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 2,165 $61K 0.03% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,130 $60K 0.01% new 13F-HR/A Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,102 $59.2K 0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,094 $59K <0.01% +195 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 2,000 $56.3K 0.02% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,977 $55.7K <0.01% -27,114 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,950 $54.9K <0.01% +483 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,885 $53.1K <0.01% -385 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,879 $52.9K <0.01% +615 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,785 $50.3K <0.01% +245 13F-HR Timeline Group MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,635 $46K <0.01% new 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,580 $44.5K 0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,116 $43.1K 0.02% -8,317 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1,500 $42.2K 0.03% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,408 $39.6K 0.01% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,280 $36K <0.01% 0 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,278 $36K 0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,225 $34.5K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,204 $33.9K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,204 $33.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ORG Partners LLC More: the full row for ORG Partners LLC 1,130 $31.8K 0.01% +115 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,100 $31K 0.02% +50 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,062 $29.9K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,041 $29.3K <0.01% -3,659 13F-HR Timeline Group DV Trading LLC More: the full row for DV Trading LLC 1,010 $28.4K <0.01% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,005 $28.3K <0.01% -601 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,000 $28.2K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 820 $27.6K <0.01% +500 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 940 $26.5K <0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 917 $25.8K <0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 875 $25K 0.01% -475 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 864 $24.3K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 850 $23.9K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 844 $23.8K <0.01% +80 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 637 $23.6K 0.02% 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 800 $22.5K 0.02% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 750 $21.1K <0.01% +350 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 750 $21.1K 0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 706 $19.9K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 675 $19K <0.01% +585 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 669 $18.8K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 650 $18.3K <0.01% -100 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 650 $18.3K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 641 $18.1K <0.01% +438 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 600 $16.9K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 600 $16.9K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 530 $14.9K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 515 $14.5K <0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 507 $14.3K <0.01% 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 506 $14.3K <0.01% -31,359 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 505 $14.2K <0.01% +194 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 503 $14.2K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 502 $14.1K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 500 $14.1K 0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 496 $14K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 459 $12.9K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 450 $12.7K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 450 $12.7K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 323 $12.3K <0.01% +44 13F-HR Timeline Quarry LP More: the full row for Quarry LP 416 $11.7K <0.01% -64 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 407 $11.5K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 400 $11.3K <0.01% +150 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 397 $11.2K <0.01% +238 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 355 $10K <0.01% +200 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 350 $9.86K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 350 $9.86K <0.01% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 340 $9.55K <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $8.45K <0.01% +100 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 300 $8.45K <0.01% new 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 300 $8.45K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 297 $8.36K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 258 $7.26K <0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 246 $7K <0.01% -37 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 200 $6K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 200 $5.63K <0.01% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 200 $5.63K <0.01% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 157 $4.42K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 145 $4.08K <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 144 $4.05K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 143 $4.03K <0.01% 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 138 $3.89K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 134 $3.78K <0.01% -91 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 115 $3.24K <0.01% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 105 $2.96K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 100 $2.82K <0.01% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 100 $2.82K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 100 $2.82K <0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 100 $2.82K <0.01% 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 95 $2.67K <0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 76 $2.15K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 71 $2K <0.01% new 13F-HR Timeline