Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 28,628 $607K 0.09% +1,093 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 28,083 $596K 0.01% +767 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 27,560 $585K 0.01% -1,500 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 27,485 $583K 0.04% +139 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 27,156 $576K <0.01% +28 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 26,324 $558K 0.08% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 26,102 $554K 0.13% +4,489 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 25,947 $550K 0.01% +2,557 13F-HR Timeline Group CSM Advisors, LLC More: the full row for CSM Advisors, LLC 25,275 $536K 0.01% new 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 24,634 $522K 0.01% new 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 24,490 $519K <0.01% -512 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 24,402 $518K 0.08% -133 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 23,173 $491K 0.02% -1,028 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 22,501 $477K 0.06% +197 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 22,469 $477K <0.01% new 13F-HR/A Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 22,160 $470K 0.01% -120 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 21,879 $465K <0.01% +10,718 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 20,485 $434K 0.13% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 20,210 $429K 0.05% -4,007 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 20,000 $424K 0.24% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 19,323 $410K <0.01% +126 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 18,225 $387K 0.02% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 18,206 $386K 0.02% +190 13F-HR Timeline Group Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 17,842 $378K <0.01% -56 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 17,834 $378K <0.01% +7,562 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 17,704 $376K 0.03% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 16,816 $357K 0.01% +2,369 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 16,660 $353K 0.02% -108 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 16,439 $349K <0.01% -43 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 16,202 $344K <0.01% -310 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 15,665 $332K <0.01% +868 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 15,503 $329K 0.03% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 15,404 $327K 0.01% +122 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 15,165 $322K <0.01% +105 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 15,048 $319K 0.06% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 14,723 $312K <0.01% +90 13F-HR Timeline IFM Investors Pty Ltd More: the full row for IFM Investors Pty Ltd 14,600 $310K <0.01% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 14,587 $309K <0.01% -49 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,312 $304K 0.01% +605 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 14,045 $298K 0.05% -39 13F-HR Timeline 111 Capital More: the full row for 111 Capital 13,811 $293K 0.05% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 13,511 $287K <0.01% -9,355 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 13,266 $281K 0.34% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,855 $273K 0.02% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 12,638 $268K 0.04% +1,982 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 12,599 $267K 0.01% -332 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 12,494 $265K <0.01% -386 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 12,282 $261K <0.01% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 12,123 $257K 0.01% 0 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 11,982 $254K <0.01% -750 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,976 $254K <0.01% +1,659 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 11,967 $254K 0.02% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 11,884 $252K <0.01% -5,790 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,734 $249K <0.01% +359 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,680 $248K <0.01% -43 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 11,599 $246K <0.01% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 11,557 $245K 0.07% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,457 $243K <0.01% +1,238 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 11,395 $242K 0.05% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 11,259 $239K 0.03% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 11,118 $236K 0.01% new 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 11,100 $235K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11,065 $235K <0.01% -10,511 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 10,953 $232K <0.01% new 13F-HR Timeline Group Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 10,930 $232K 0.13% -200 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 10,671 $226K <0.01% 0 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,375 $220K 0.01% +13 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,373 $220K <0.01% -275 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 10,345 $219K 0.02% new 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 10,318 $219K <0.01% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 10,016 $212K 0.03% -958 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 9,997 $212K 0.12% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,862 $210K <0.01% -147 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 9,840 $209K 0.04% +17 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,640 $204K 0.01% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 9,617 $204K <0.01% new 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 9,603 $204K 0.04% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 9,415 $201K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 9,111 $193K <0.01% -2,131 13F-HR Timeline Group Bravera Wealth More: the full row for Bravera Wealth 8,763 $186K 0.07% +33 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,383 $157K 0.01% -1,700 13F-HR Timeline Quarry LP More: the full row for Quarry LP 6,787 $144K 0.02% +6,610 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 6,606 $140K 0.13% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 6,601 $140K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,557 $139K <0.01% +4,325 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,457 $137K 0.01% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 6,145 $130K <0.01% -658 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,515 $117K <0.01% +8 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,350 $113K <0.01% +3,603 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,852 $103K <0.01% +315 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,817 $102K <0.01% -590 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,816 $102K 0.01% -47 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,617 $97.9K <0.01% +1,603 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 4,306 $91.3K <0.01% -544 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,909 $82.9K <0.01% +38 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,810 $80.8K <0.01% -129 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3,722 $78.9K <0.01% -3,450 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,720 $78.9K <0.01% -34 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,700 $78.5K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,389 $71.9K 0.01% new 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 3,333 $70.7K <0.01% +9 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,037 $64.8K <0.01% 0 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 3,000 $63.6K 0.01% -850 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,806 $59.5K <0.01% +19 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,641 $56K <0.01% -452 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,600 $55.1K <0.01% -3,000 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,595 $55K <0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,438 $51.7K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,416 $51.2K <0.01% +1,817 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,263 $48K <0.01% -1,005 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,186 $46.4K <0.01% +170 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,025 $43K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,008 $42.6K <0.01% +274 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,950 $41.4K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,983 $41.1K <0.01% +360 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,855 $39.3K <0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,810 $38.4K <0.01% -206 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,768 $37.5K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,679 $35.6K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,494 $31.7K <0.01% +227 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,420 $30.1K 0.01% -600 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,349 $28.6K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,324 $28.1K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,207 $25.6K <0.01% +310 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,200 $25.4K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,162 $24.6K 0.02% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,155 $24.5K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,141 $24.2K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,125 $23.9K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,078 $22.9K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,049 $22.2K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,040 $22.1K <0.01% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 1,012 $21.5K 0.02% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,000 $21.2K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 975 $20.7K <0.01% +82 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 935 $19.8K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 915 $19.4K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 900 $19.1K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 866 $18.4K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 850 $18K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 832 $17.6K <0.01% +387 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 809 $17.2K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 789 $16.8K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 777 $16.5K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 768 $16.3K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 742 $15.7K <0.01% -181 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 741 $15.7K 0.05% 0 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) 696 $14.8K <0.01% -17,305 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 603 $12.8K <0.01% +390 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 600 $12.7K <0.01% 0 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 600 $12.7K <0.01% +552 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 443 $9.17K <0.01% +2 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 405 $8.59K <0.01% +230 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 402 $8.53K <0.01% +91 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 396 $8.43K <0.01% +155 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 395 $8.38K <0.01% -21 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 381 $8.17K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 400 $8K <0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 361 $7.66K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 336 $7.13K <0.01% -3 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 321 $6.81K <0.01% +18 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 300 $6.36K <0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 296 $6.28K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 292 $6.19K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 287 $6.09K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 295 $6K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 259 $6K <0.01% -413 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 279 $5.92K <0.01% +4 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 270 $5.73K <0.01% 0 13F-HR/A Timeline Copia Wealth Management More: the full row for Copia Wealth Management 260 $5.51K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 218 $4.62K <0.01% new 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 208 $4.41K <0.01% 0 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 198 $4.19K <0.01% +2 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 186 $3.94K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 185 $3.86K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 164 $3.48K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 150 $3.18K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 119 $2.52K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 115 $2.44K <0.01% +74 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 108 $2.29K <0.01% -10 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 105 $2.23K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 103 $2.2K <0.01% +36 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 102 $2.18K <0.01% +20 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 101 $2.15K <0.01% +13 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 100 $2.12K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 100 $2.12K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 100 $2.12K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 100 $2.12K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 99 $2.1K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 99 $2.1K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 91 $1.93K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 87 $1.84K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 84 $1.78K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 83 $1.77K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 79 $1.68K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 75 $1.6K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 68 $1.44K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. 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