Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 9,550 $714K <0.01% -1,763 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 9,499 $710K 0.01% +7,799 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,310 $696K 0.01% -58 13F-HR Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 8,884 $664K 0.53% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 8,600 $643K 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,541 $639K 0.02% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,987 $597K <0.01% +1 13F-HR Timeline Group ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 7,924 $592K 0.01% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 7,900 $591K <0.01% +1,815 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 7,882 $589K 0.01% +639 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 7,791 $582K 0.1% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 7,670 $573K 0.05% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 7,537 $563K 0.08% 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 7,138 $554K 0.01% +1,784 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 7,402 $553K <0.01% +1,509 13F-HR Timeline Group Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 7,120 $541K 0.13% new 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 7,204 $539K <0.01% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,112 $535K <0.01% -245 13F-HR Timeline Group Oak Thistle LLC More: the full row for Oak Thistle LLC 7,020 $525K 0.16% +4,167 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 6,892 $515K -1,275 Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,814 $509K <0.01% +1,650 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 6,701 $501K <0.01% -1,146 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 6,552 $490K 0.16% -13,780 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,453 $482K 0.01% 0 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 6,287 $470K 0.01% 0 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 5,226 $462K <0.01% -8,430 13F-HR Timeline Group Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 6,000 $449K 0.01% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 6,000 $449K 0.05% new 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 5,947 $445K <0.01% -332 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,904 $441K 0.02% -212 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,885 $440K 0.01% -3,012 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 5,755 $430K <0.01% +599 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,693 $426K 0.02% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,674 $424K 0.01% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,587 $418K 0.04% -2,745 13F-HR Timeline Group JNE Partners LLP More: the full row for JNE Partners LLP 5,540 $414K 0.25% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,479 $410K <0.01% -29 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,415 $405K 0.01% +1,029 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,246 $392K <0.01% +7 13F-HR Timeline Group Venator Management LLC More: the full row for Venator Management LLC 5,075 $379K 0.11% -11,875 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,027 $376K 0.04% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,885 $365K <0.01% -168 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,816 $360K <0.01% new 13F-HR/A Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,750 $355K 0.02% 0 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 4,698 $351K 0.07% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,691 $351K <0.01% new 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 4,671 $349K 0.04% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,543 $340K <0.01% +244 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,433 $331K <0.01% new 13F-HR/A Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,238 $317K 0.02% -4 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,217 $315K <0.01% 0 13F-HR Timeline Group OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 4,190 $313K <0.01% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,164 $311K 0.01% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 4,115 $308K 0.25% +1,380 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,094 $306K <0.01% -323 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,071 $304K 0.02% +57 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,066 $304K 0.04% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,975 $297K <0.01% -205 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,968 $297K 0.01% -562 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,918 $293K <0.01% +27 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,757 $281K <0.01% +199 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,678 $275K <0.01% +901 13F-HR/A Timeline Group Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 3,661 $274K 0.14% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,626 $271K <0.01% +344 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,576 $267K 0.04% -3 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,544 $265K <0.01% -264 13F-HR Timeline Group MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 3,514 $263K <0.01% -19,773 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,350 $250K 0.02% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 3,182 $238K <0.01% +379 13F-HR Timeline Group Holistic Financial Partners More: the full row for Holistic Financial Partners 3,174 $237K 0.12% 0 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 3,161 $236K <0.01% -2,719 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 3,129 $234K <0.01% -34 13F-HR Timeline Group Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,128 $234K 0.04% -36 13F-HR/A Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,100 $232K 0.01% -7,851 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,060 $229K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,020 $226K <0.01% -34 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,989 $223K 0.01% +177 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,989 $223K <0.01% +79 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 2,959 $221K <0.01% new 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 2,943 $220K 0.15% -115 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,850 $213K 0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,814 $210K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,812 $210K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,776 $208K <0.01% 0 13F-HR Timeline Group MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 2,734 $204K <0.01% 0 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 2,706 $202K 0.04% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,435 $182K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,328 $174K <0.01% -16,719 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,171 $162K <0.01% -138 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,878 $140K 0.01% +9 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 1,747 $131K 0.01% -508 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,698 $127K 0.01% +75 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 1,575 $118K 0.08% -4,400 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,436 $107K <0.01% +1,431 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,239 $92.6K <0.01% -94 13F-HR/A Timeline Group WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 1,152 $86K 0.08% -28 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,092 $81.6K <0.01% 0 13F-HR Timeline Group Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 1,077 $80.5K <0.01% -62 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,058 $79.1K 0.02% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,003 $75K <0.01% 0 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 973 $72.7K 0.04% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 852 $63.7K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 836 $62.5K 0.01% +475 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 801 $59.9K 0.05% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 767 $57.3K <0.01% -83 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 753 $56.3K <0.01% +77 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 51,062 $55.5K 0.02% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 688 $51.4K 0.01% +65 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 610 $45.6K 0.01% +90 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 557 $41.6K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 545 $40.7K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 540 $40.4K <0.01% +116 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 530 $39.6K <0.01% +406 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 490 $36.6K 0.04% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 488 $36.5K <0.01% +283 13F-HR Timeline Group LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 483 $36.1K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 460 $34.4K <0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 450 $34K <0.01% +103 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 451 $33.7K 0.03% 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 443 $33K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 430 $32K 0.02% -249 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 406 $30.3K <0.01% +154 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 331 $24.7K <0.01% +9 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 314 $23.5K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 289 $22K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 281 $21K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 277 $20.7K <0.01% +25 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 277 $20.7K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 267 $20K 0.01% -31 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 258 $19.3K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 255 $19K 0.01% -95 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 248 $18.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 217 $16.2K <0.01% -45 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 209 $16.2K <0.01% 0 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $15K <0.01% -23,054 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 185 $13.8K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 184 $13.8K <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 180 $13.5K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 175 $13.1K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 160 $12.4K <0.01% +8 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 146 $11.9K <0.01% -108 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 156 $11.7K <0.01% -86 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 158 $11K <0.01% +46 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 126 $9.42K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 123 $9.2K <0.01% +12 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 122 $9.12K <0.01% -3 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 115 $8.6K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 110 $8.22K <0.01% +94 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 110 $8.22K <0.01% +61 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 98 $7.33K <0.01% +46 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 97 $7.25K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 88 $6.58K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 88 $6.58K <0.01% +27 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 83 $6.21K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 80 $5.98K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 75 $5.82K <0.01% 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 75 $5.61K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 75 $5.61K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 67 $5.01K <0.01% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 64 $4.79K <0.01% -45 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 52 $3.89K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 47 $3.78K <0.01% 0 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 50 $3.74K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 48 $3.59K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 46 $3.44K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 44 $3.29K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 43 $3.21K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 38 $2.84K <0.01% +2 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 37 $2.77K <0.01% 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 33 $2.47K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 30 $2.24K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 29 $2.17K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 23 $1.72K <0.01% 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 21 $1.57K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 20 $1.5K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 20 $1.5K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 19 $1.42K <0.01% -179 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 16 $1.2K <0.01% +10 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 16 $1.2K <0.01% -9 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 15 $1.12K <0.01% +7 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 20 $1K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10 $769 <0.01% 0 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 9 $673 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $598 <0.01% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 7 $523 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7 $523 <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 7 $523 <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6 $449 <0.01% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 5 $406 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5 $374 <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 5 $374 <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 5 $374 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5 $374 <0.01% -192 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $374 <0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4 $299 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4 $299 <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3 $224 <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3 $202 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $150 <0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1 $77 <0.01% 13F-HR Timeline