Optas, LLC More: the full row for Optas, LLC 3,136 $397K 0.06% +1,248 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 3,113 $394K 0.03% +136 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,094 $392K <0.01% -696 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,070 $389K 0.01% +627 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,043 $385K 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,003 $380K <0.01% -1,682 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 2,974 $377K 0.08% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,951 $374K <0.01% -638 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,886 $366K 0.04% +1,339 13F-HR Timeline LASALLE INVESTMENT MANAGEMENT SECURITIE… More: the full row for LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 2,862 $363K 0.01% -376 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,852 $361K 0.07% -1,092 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,849 $361K 0.17% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,846 $360K 0.02% +76 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,830 $359K <0.01% +49 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,894 $358K 0.05% +220 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,820 $357K 0.02% +823 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,813 $356K 0.01% -124 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,807 $356K 0.03% -228 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 2,796 $354K 0.03% +916 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,782 $352K <0.01% -50 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,752 $349K <0.01% +145 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,752 $349K <0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,736 $347K 0.01% +95 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 2,623 $332K 0.04% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,582 $327K 0.05% +23 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,580 $327K 0.01% +179 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,574 $326K 0.07% -5 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,570 $326K 0.01% -101 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,560 $324K 0.04% +97 13F-HR Timeline FRONTIER CAPITAL MANAGEMENT CO LLC More: the full row for FRONTIER CAPITAL MANAGEMENT CO LLC 2,544 $322K <0.01% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,538 $321K 0.02% -149 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,531 $321K 0.01% +884 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 2,523 $320K 0.01% -564 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,502 $317K <0.01% -132 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,486 $315K 0.01% +268 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,455 $311K 0.01% +142 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,454 $311K 0.03% -386 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,452 $311K 0.02% +45 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,431 $308K 0.09% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,424 $307K 0.01% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 2,418 $306K 0.18% -86 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,403 $304K 0.01% +364 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,376 $301K <0.01% new 13F-HR Timeline Group Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,359 $299K 0.24% +470 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,356 $298K 0.01% +1 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,352 $298K 0.01% +109 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,342 $297K 0.09% new 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,328 $295K 0.01% -15 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,316 $293K 0.1% -119 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,311 $293K 0.1% -3 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,364 $292K 0.01% +202 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,296 $291K 0.09% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,295 $291K 0.05% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,175 $290K <0.01% 0 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 2,290 $290K 0.26% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,288 $290K 0.03% +42 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,279 $289K 0.06% -92 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,273 $288K 0.01% -30 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,267 $287K 0.02% -540 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,225 $282K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,236 $282K <0.01% -2,782 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,889 $279K 0.01% new 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 2,195 $278K 0.11% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,186 $277K 0.01% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,178 $276K 0.09% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,173 $275K 0.02% -103 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,159 $273K 0.05% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,145 $272K <0.01% -225 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 2,116 $268K 0.13% -49 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,104 $266K 0.02% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,050 $260K <0.01% -44 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,048 $259K <0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,024 $256K <0.01% -76 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,012 $255K <0.01% -785 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,004 $254K 0.01% +11 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,004 $254K 0.02% -109 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,000 $253K 0.01% new 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 1,982 $251K <0.01% -1,778 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,970 $250K 0.04% new 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,969 $249K <0.01% -8 13F-HR Timeline Group Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,935 $245K 0.15% -248 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,935 $245K 0.01% +66 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,930 $244K <0.01% +250 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,904 $241K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,898 $240K <0.01% -360 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,893 $240K 0.13% -19 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,891 $240K 0.01% +16 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 1,858 $235K 0.12% +15 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,857 $235K 0.05% -107 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,851 $234K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,843 $233K <0.01% +157 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,733 $231K 0.02% -279 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,817 $230K 0.01% -18,833 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,807 $229K 0.01% 0 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,800 $228K 0.03% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,782 $226K 0.03% -223 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,775 $225K 0.08% +30 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 1,510 $223K 0.19% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,752 $222K 0.01% +71 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,751 $222K 0.01% -25 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,749 $222K <0.01% +160 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 1,745 $221K 0.13% -30 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 1,720 $218K 0.26% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,717 $217K 0.01% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,714 $217K 0.03% -34 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,686 $214K <0.01% -696 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 1,683 $213K 0.02% -210 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,678 $213K 0.01% +178 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,676 $212K new Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 1,672 $212K 0.15% new 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 1,654 $210K 0.14% -39 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,632 $208K 0.01% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,639 $208K 0.01% -26 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,567 $207K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,621 $205K <0.01% -16 13F-HR Timeline PUNCH & ASSOCIATES INVESTMENT MANAGEMEN… More: the full row for PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1,620 $205K 0.01% 0 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 1,619 $205K 0.16% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,610 $204K 0.02% -20 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,600 $203K 0.11% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,589 $201K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,583 $201K <0.01% +59 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,582 $200K 0.01% -99 13F-HR Timeline Group DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 1,495 $188K <0.01% 0 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,476 $187K 0.03% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,390 $176K 0.05% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 1,320 $167K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,303 $165K 0.03% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,280 $162K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,188 $150K <0.01% +62 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BFSG, LLC More: the full row for BFSG, LLC 1,187 $150K 0.01% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,182 $150K <0.01% +220 13F-HR Timeline Group Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,182 $147K <0.01% +160 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,074 $136K <0.01% -9,033 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,062 $134K <0.01% -824 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,037 $131K 0.02% +13 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,027 $130K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,004 $127K 0.01% +149 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 965 $122K <0.01% +648 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 863 $109K 0.02% +157 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 757 $95.9K <0.01% +111 13F-HR Timeline Group Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 710 $89.9K <0.01% +303 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 616 $78K <0.01% -2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 605 $76.6K 0.02% +5 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 584 $74K <0.01% -90 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 557 $70.5K 0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 540 $65.5K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 496 $62.8K <0.01% +57 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 496 $62.5K <0.01% -79 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 445 $56.4K 0.01% -5 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 390 $49.4K 0.01% -14 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 388 $49.1K 0.01% -12 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 380 $48.1K 0.03% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 366 $46.4K <0.01% -56 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 346 $44K <0.01% -72 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 343 $43.4K <0.01% +3 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 332 $42K <0.01% -412 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 319 $40.4K 0.01% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 303 $38.4K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 302 $38.3K <0.01% +13 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 281 $35.6K 0.01% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 280 $35.5K 0.02% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 250 $34.6K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 249 $31.5K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 250 $31.5K <0.01% -1 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 250 $31.4K <0.01% +219 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 240 $30.4K 0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 240 $30.4K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 232 $29.4K 0.01% -103 13F-HR Timeline Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 228 $28.9K <0.01% +65 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 212 $26.9K 0.01% +8 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 187 $25.8K <0.01% +26 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 183 $23.2K <0.01% +13 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 181 $22.9K <0.01% 0 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 180 $22.8K 0.01% +3 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 177 $22.4K 0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 169 $21.4K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 131 $20.4K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 158 $20K <0.01% +56 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 150 $19K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 149 $18.9K <0.01% +57 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 141 $17.9K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 130 $16.5K <0.01% +79 13F-HR Timeline Group Physician Wealth Advisors, Inc. 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