a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 28,598 $209K 0.02% +10,779 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 28,535 $209K <0.01% +3,381 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 27,639 $202K <0.01% +16,664 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 27,481 $201K 0.06% 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 27,276 $200K <0.01% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 26,880 $197K <0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 26,581 $195K <0.01% +3,608 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 26,543 $194K 0.03% +1,555 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 26,006 $190K <0.01% +12,139 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 25,441 $186K 0.03% +3,317 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 25,436 $186K <0.01% +214 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 25,404 $186K <0.01% +2,753 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 24,714 $181K <0.01% +801 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 24,501 $179K <0.01% +638 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 23,718 $174K <0.01% +7,121 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 23,497 $172K 0.02% +1,025 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 23,128 $169K <0.01% 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 22,640 $166K <0.01% +1,380 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 22,502 $165K 0.01% +2,450 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 22,275 $163K <0.01% -118 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 21,836 $160K <0.01% +2,013 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 21,594 $158K 0.01% +1,078 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 21,181 $155K 0.01% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 21,151 $155K 0.03% +1,279 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 20,866 $153K 0.04% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 20,140 $147K <0.01% +9,792 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 20,000 $146K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 19,651 $144K <0.01% +3,168 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 19,272 $141K 0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 19,232 $141K <0.01% +859 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 18,699 $137K <0.01% +142 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 17,807 $131K <0.01% +2,799 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 17,836 $131K 0.03% +62 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 17,588 $129K 0.03% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,564 $129K <0.01% +6,310 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 17,108 $125K 0.09% +362 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 16,090 $125K 0.01% +570 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 16,713 $122K 0.01% +3,965 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 16,280 $119K <0.01% +2,043 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 15,986 $117K <0.01% +6,836 13F-HR Timeline Group Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 15,971 $117K 0.06% 13F-HR/A Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 15,914 $116K <0.01% -2,820 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 15,680 $115K <0.01% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 15,190 $111K 0.04% +2,121 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 15,116 $111K 0.02% -2,053 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 15,000 $110K 0.09% 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 14,766 $108K 0.1% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 14,665 $107K <0.01% -259,950 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 14,641 $107K 0.04% +646 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 14,599 $107K <0.01% new 13F-HR/A Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 14,344 $105K <0.01% -466 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 14,250 $104K 0.02% +775 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 14,141 $104K <0.01% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 14,080 $103K 0.02% +2,718 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 13,971 $102K 0.01% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 13,936 $102K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,913 $102K <0.01% +163 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 13,747 $101K <0.01% 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 13,743 $101K <0.01% +3,502 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 13,627 $99.8K <0.01% -12,827 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 13,575 $99.4K 0.04% -213 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 13,477 $98.7K 0.11% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,467 $98.6K <0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,118 $96K <0.01% -3,353 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 13,020 $95.3K 0.01% new 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 12,796 $93.7K <0.01% new 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 12,785 $93.6K 0.05% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 12,600 $92.2K 0.01% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,374 $90.6K 0.01% -288 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 12,158 $89K <0.01% -728 13F-HR/A Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 12,043 $88.2K 0.07% -6,500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sunpointe, LLC More: the full row for Sunpointe, LLC 11,932 $87.3K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,748 $86K <0.01% +1,812 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 11,644 $85.2K 0.01% +12 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 11,508 $84.2K 0.01% 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 11,466 $83.9K 0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,218 $82.1K <0.01% new 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 11,180 $81.8K <0.01% new 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 11,094 $81.2K 0.04% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 10,932 $80K <0.01% new 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 10,879 $79.6K 0.05% new 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 10,838 $79.3K 0.02% new 13F-HR/A Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 10,634 $77.8K 0.06% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,545 $77.2K <0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 10,545 $77.2K <0.01% -204 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 10,494 $76.8K 0.01% -163 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 10,419 $76.3K 0.04% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 10,309 $75.5K <0.01% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 10,256 $75.1K 0.01% -2,126 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 10,243 $75K 0.01% +8,946 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 10,110 $74K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,811 $72K <0.01% +1,910 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9,109 $66.7K <0.01% -7,030 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 8,551 $62.6K <0.01% +6,430 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,239 $60.3K <0.01% +2,565 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,946 $50.8K 0.01% 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 6,687 $48.9K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,598 $48.3K <0.01% +143 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6,107 $44.7K 0.03% -576 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,814 $42.6K <0.01% +1,368 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,761 $36.3K <0.01% +601 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,863 $35.6K 0.01% +734 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,853 $35.5K <0.01% -65,287 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,524 $33.1K <0.01% +3,522 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,330 $31.7K <0.01% +1,825 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,268 $31.2K <0.01% -335 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 4,249 $31.1K <0.01% -2,200 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,044 $29.6K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,113 $22.8K <0.01% -930 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,998 $21.9K <0.01% +372 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,519 $21.6K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,952 $21K <0.01% 0 13F-HR/A Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,852 $20.9K <0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,353 $17.2K <0.01% -396 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,350 $17.2K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,947 $16.8K <0.01% +318 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,187 $16K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,178 $15.9K <0.01% +512 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,161 $15.8K <0.01% +1,135 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,155 $15.8K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,101 $15.4K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,087 $15.3K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,891 $13.8K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,890 $13.8K <0.01% +200 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,779 $13K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,766 $12.9K <0.01% +875 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,744 $12.8K <0.01% +36 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,601 $11.7K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,587 $11.6K <0.01% +166 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,339 $9.8K <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,326 $9.71K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,292 $9.46K <0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,261 $9.23K <0.01% new 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,208 $8.84K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,051 $8K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,075 $7.87K <0.01% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1,057 $7.74K <0.01% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,000 $7.32K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 993 $7.27K <0.01% -242 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 926 $6.78K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 912 $6.68K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 809 $5.92K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 798 $5.87K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 765 $5.6K <0.01% +130 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 698 $5.11K <0.01% +37 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 689 $5.04K <0.01% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 611 $4.47K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 604 $4.42K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 603 $4.41K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 501 $3.67K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 500 $3.66K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 488 $3.57K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 477 $3.49K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 435 $3.18K <0.01% +187 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 433 $3.17K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 412 $3.02K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 403 $2.95K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 397 $2.91K <0.01% new 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 393 $2.88K <0.01% 13F-HR/A Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 379 $2.77K <0.01% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 370 $2.71K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 361 $2.64K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 347 $2.54K <0.01% +268 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 316 $2.31K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 320 $2K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 259 $1.9K <0.01% -91 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 248 $1.82K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 238 $1.74K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 232 $1.7K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 229 $1.68K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 223 $1.63K <0.01% +99 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 213 $1.56K <0.01% new 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 212 $1.55K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 196 $1.44K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 178 $1.3K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 165 $1.21K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 133 $974 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 108 $791 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 96 $703 <0.01% -81 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 96 $703 <0.01% 0 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 85 $620 <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 71 $520 <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 70 $512 <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 45 $329 <0.01% -21 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 38 $278 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 23 $168 <0.01% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 15 $110 <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3 $22 <0.01% 0 13F-HR Timeline