RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,645 $232K 0.01% +445 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,600 $228K 0.05% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,576 $226K <0.01% -1,760 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,569 $226K 0.01% -4,270 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 2,537 $223K 0.01% -118 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,514 $221K 0.02% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,493 $219K <0.01% +735 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,413 $212K 0.05% -6,447 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,404 $211K 0.08% +10 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,395 $210K 0.02% +608 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,385 $209K 0.16% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,371 $208K 0.02% -154 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 2,357 $207K 0.18% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,353 $207K 0.03% 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,339 $205K 0.04% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,325 $204K <0.01% +864 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,311 $203K <0.01% +261 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,310 $203K 0.04% +45 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,077 $184K 0.02% +1,129 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,084 $183K <0.01% -2,481 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,042 $179K 0.02% +568 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 2,000 $176K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,965 $173K 0.01% -571 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,937 $170K 0.01% -145 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,929 $169K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,716 $151K <0.01% +77 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,707 $150K 0.07% -278 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,062 $144K <0.01% +513 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,574 $138K 0.1% +1,115 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,462 $128K 0.01% -180 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,415 $124K 0.01% -310 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,400 $123K 0.03% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,385 $122K -28 Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,320 $116K <0.01% new 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,224 $110K 0.03% +649 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,237 $109K <0.01% +80 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,141 $102K <0.01% +440 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,156 $102K <0.01% -138 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,150 $101K 0.1% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,113 $97.8K 0.01% +901 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,112 $97.7K <0.01% -320 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,108 $97.3K 0.01% -7,972 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,094 $96.1K <0.01% -37 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,063 $93K 0.01% +236 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,007 $88.5K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 976 $85.7K <0.01% +238 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 947 $83.2K 0.01% -149 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 945 $83K 0.01% -3 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 916 $80.5K <0.01% -100 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 902 $79.2K 0.02% +184 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 880 $77.3K <0.01% -517 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 784 $68.9K 0.01% +19 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 783 $68.8K <0.01% -937 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 735 $64.6K <0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 735 $64.6K 0.08% 13F-HR Timeline TOBAM More: the full row for TOBAM 652 $57K 0.02% -632 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 646 $56.7K 0.04% +12 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 645 $56.7K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 640 $56.2K <0.01% -260 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 610 $53.6K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 603 $53K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 587 $51.6K 0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 550 $48.3K 0.02% +350 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 543 $47.7K 0.01% +44 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 527 $46.3K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 525 $46.1K 0.04% -110 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 603 $46K 0.03% -180 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 508 $44.6K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 463 $40.7K <0.01% -73 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 439 $38.6K <0.01% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 408 $35.8K 0.02% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 400 $35.1K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 400 $35.1K 0.03% 0 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 383 $33.6K <0.01% +134 13F-HR Timeline Quarry LP More: the full row for Quarry LP 376 $33K 0.01% -904 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 386 $33K 0.01% +3 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 378 $33K 0.02% +79 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 356 $32.4K <0.01% -374 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 365 $32.1K 0.02% -80 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 360 $31.6K <0.01% -50 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 350 $31K <0.01% +124 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 344 $30.2K <0.01% -192 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 343 $30.1K 0.02% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 340 $29.9K 0.01% new 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 336 $29.5K 0.02% +16 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 331 $29K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 313 $27.5K 0.01% -5,597 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 310 $27.2K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 304 $27K <0.01% +189 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 300 $26.4K <0.01% 0 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 299 $26.3K <0.01% +58 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 300 $25.5K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 285 $25K <0.01% +225 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 275 $24.2K 0.01% -1 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 268 $23K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 261 $23K <0.01% -3 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 261 $22.9K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 254 $22.3K <0.01% +114 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 250 $22K <0.01% -28 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 226 $19.9K 0.02% -86 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 215 $19K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 211 $19K <0.01% +116 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 206 $18.1K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 200 $17.6K <0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 199 $17.5K <0.01% -54 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 150 $17.4K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 192 $16.9K <0.01% +187 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 191 $16.8K <0.01% +165 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 185 $16.6K <0.01% +28 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 185 $16.2K 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 175 $15.4K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 173 $15.2K 0.01% new 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 167 $14.9K 0.01% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 150 $13.2K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 148 $13K <0.01% 0 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 132 $11.6K <0.01% +1 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 129 $11.3K <0.01% -136 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 126 $11.1K <0.01% -2 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 122 $10.7K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 122 $10.7K <0.01% 0 13F-HR Timeline Group Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 108 $9.52K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 107 $9.4K 0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 105 $9.22K <0.01% +41 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 44 $9.14K 0.01% -37 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 105 $9K <0.01% -31 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 101 $8.86K <0.01% +1 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $8.78K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 100 $8.78K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 99 $8.7K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 98 $8.61K <0.01% +5 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 97 $8.52K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 97 $8.52K <0.01% -42 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 96 $8.43K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 90 $7.91K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 84 $7.38K 0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 85 $7.21K <0.01% +82 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 80 $7.03K <0.01% -6 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 80 $7.03K 0.04% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 78 $6.85K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 74 $6.5K <0.01% -391 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 73 $6.41K <0.01% +10 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 73 $6.41K <0.01% -14 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 70 $6.15K <0.01% -2,587 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 70 $6.15K <0.01% +15 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 68 $5.98K <0.01% -26 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 66 $5.8K <0.01% +13 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 66 $5.8K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 62 $5.45K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 62 $5.45K 0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 61 $5.36K <0.01% +8 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 60 $5.28K <0.01% -49 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 57 $5.01K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 57 $5.01K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 56 $4.92K <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 57 $4.91K <0.01% +54 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 55 $4.83K <0.01% new 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 55 $4.83K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 50 $4.39K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 48 $4.22K <0.01% +3 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 47 $4.1K <0.01% -85 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 42 $3.69K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 40 $3.51K <0.01% +8 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 40 $3.51K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 39 $3.43K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 38 $3.34K <0.01% 0 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 35 $3.07K <0.01% +11 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 42 $3K <0.01% +7 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 35 $3K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 34 $3K 0.01% -4 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 33 $3K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 28 $2.46K <0.01% +6 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 28 $2.46K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 28 $2.46K <0.01% -1 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 22 $1.93K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 20 $1.76K <0.01% -5 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 19 $1.68K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 17 $1.49K <0.01% -269 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 17 $1.49K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 17 $1.49K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 17 $1.49K <0.01% -15 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 16 $1.41K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 15 $1.32K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15 $1.32K <0.01% +3 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 15 $1.32K <0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 15 $1.32K <0.01% +3 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 15 $1.32K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $1.32K <0.01% -99 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 15 $1.32K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 14 $1.23K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 12 $1.05K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 10 $1K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 6 $1K <0.01% -18,921 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4 $1K <0.01% 0 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 11 $966 <0.01% -5,050 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 10 $907 <0.01% -11 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10 $879 <0.01% -1 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $878 <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 10 $878 <0.01% -6 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $805 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $791 <0.01% new 13F-HR Timeline