CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,170 $965K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,087 $954K 0.02% +7,053 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,063 $950K 0.04% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,740 $907K <0.01% +3,699 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 6,722 $905K 0.06% new 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,613 $890K <0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 6,475 $871K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,422 $864K 0.06% +104 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 6,338 $853K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,141 $826K 0.03% new 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 6,104 $821K 0.5% -724 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 6,061 $816K 0.36% +674 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,999 $807K 0.11% +2,881 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,018 $798K <0.01% +21 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,916 $796K <0.01% -184 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 5,896 $793K new Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 5,796 $780K <0.01% -127,115 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 5,777 $777K 0.01% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,759 $775K 0.01% +932 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,704 $768K 0.01% +2,377 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 5,361 $721K 0.03% -8,864 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 5,225 $703K <0.01% new 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,168 $696K <0.01% +1,298 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 5,081 $684K 0.01% +872 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 5,000 $673K 0.2% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,946 $666K 0.05% new 13F-HR/A Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,940 $665K 0.03% -6,338 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,933 $664K 0.04% new 13F-HR/A Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,933 $663K 0.18% +93 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 4,901 $660K 0.01% -9,534 13F-HR Timeline RWC ASSET ADVISORS (US) LLC group of 2 filers holding More: the full row for RWC ASSET ADVISORS (US) LLC 4,890 $658K -29,874 Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 4,900 $651K 0.01% -20,100 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,701 $633K 0.01% +1,239 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,540 $611K 0.01% +829 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,602 $603K 0.02% new 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 4,400 $592K <0.01% 0 13F-HR Timeline Group POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 4,242 $571K <0.01% -79 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 4,199 $565K <0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,200 $565K <0.01% +411 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 4,195 $563K 0.01% -511 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 4,043 $544K 0.96% new 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 4,007 $539K 0.02% -4,492 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 4,000 $538K 0.03% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,992 $537K <0.01% +1,713 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,981 $536K <0.01% -282 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,900 $525K 0.01% +65 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,813 $513K 0.02% +142 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,781 $509K 0.08% new 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 4,400 $509K <0.01% -700 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 3,740 $503K 0.01% 0 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 3,735 $503K 0.45% new 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,692 $497K 0.33% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,669 $494K 0.03% -4,063 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,623 $488K <0.01% +154 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,622 $487K 0.01% +1,610 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,507 $472K <0.01% +1,390 13F-HR/A Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 3,497 $471K 0.01% -6,425 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,496 $470K <0.01% new 13F-HR Timeline Group Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 3,400 $458K <0.01% 0 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 3,399 $457K <0.01% +369 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,384 $455K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,375 $454K 0.01% +281 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,298 $444K 0.02% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 3,244 $437K 0.04% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 3,210 $432K <0.01% +1,197 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 3,191 $429K <0.01% +723 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,057 $411K 0.11% +786 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,047 $410K 0.01% +2,375 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,008 $405K 0.05% -6,252 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,983 $401K 0.34% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,060 $399K 0.01% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,818 $379K 0.05% new 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,758 $371K 0.07% +200 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,634 $354K <0.01% +2,386 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 2,630 $354K 0.13% new 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,616 $352K 0.01% -26,985 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,546 $343K 0.01% -23 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,545 $343K 0.06% -321 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,527 $340K 0.02% +86 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,510 $338K 0.01% +10 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,489 $335K 0.01% 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,487 $335K 0.11% +476 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,527 $332K 0.03% +80 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,459 $331K <0.01% +313 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,402 $323K 0.01% +1,771 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,347 $316K 0.02% +103 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,342 $315K 0.02% -1,816 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,278 $307K 0.01% -429 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,274 $306K <0.01% new 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 2,228 $300K <0.01% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,218 $298K 0.01% +392 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,216 $298K <0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,165 $291K <0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,124 $286K <0.01% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,058 $277K 0.13% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,047 $275K 0.02% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,001 $269K 0.01% 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,000 $269K 0.09% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,000 $269K 0.21% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,000 $269K 0.18% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,000 $269K 0.04% new 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 2,000 $269K 0.11% -5,000 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,964 $264K <0.01% -639 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,945 $262K 0.02% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,940 $261K <0.01% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,936 $261K 0.01% new 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 1,925 $260K <0.01% -1,975,910 13F-HR Timeline Polar Capital Holdings Plc in group Polar Capital Holdings Plc More: the full row for Polar Capital Holdings Plc 1,900 $256K <0.01% new 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,879 $253K <0.01% new 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,853 $249K 0.02% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,821 $245K 0.07% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,820 $245K 0.03% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 1,794 $244K 0.09% -29 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,767 $238K <0.01% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,719 $231K 0.01% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,718 $231K 0.01% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,672 $225K <0.01% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,655 $223K 0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,652 $222K <0.01% new 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 1,650 $222K <0.01% 0 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 1,622 $218K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,618 $218K <0.01% +51 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,603 $216K <0.01% new 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,574 $212K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,572 $212K 0.05% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,540 $207K 0.01% new 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 1,501 $206K 0.14% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,500 $202K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,400 $188K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,396 $188K 0.09% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,360 $183K 0.01% -153 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,181 $159K 0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,171 $158K <0.01% +228 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,160 $156K <0.01% -464 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,110 $149K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 804 $108K <0.01% -182 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 800 $108K <0.01% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 771 $104K <0.01% -4,476 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 700 $94.2K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 700 $94.2K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 688 $92.6K <0.01% +40 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 684 $92.1K <0.01% -41 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 662 $89K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 623 $83.8K <0.01% +5 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 614 $82.6K <0.01% +112 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 608 $81.8K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 583 $78.5K 0.06% +580 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 547 $73.6K 0.02% +23 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 542 $72.9K <0.01% +280 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 515 $69.3K <0.01% +484 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 455 $61.2K 0.02% +402 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 383 $50.8K <0.01% +372 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 338 $45.5K 0.01% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 315 $41.8K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 300 $40.4K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 300 $40K <0.01% +14 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 290 $39K <0.01% new 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 257 $34.6K <0.01% +158 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 250 $34K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 246 $33.2K 0.02% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 245 $33K 0.03% +226 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 230 $31K 0.01% 13F-HR/A Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 226 $30.4K 0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 220 $29.6K 0.02% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 210 $28.3K 0.01% 0 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 194 $26.1K <0.01% +141 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 185 $24.9K <0.01% +107 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 184 $24.8K <0.01% -12 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 180 $24.2K 0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 175 $23.6K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 165 $22.2K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 131 $17.6K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 131 $17.6K 0.01% +10 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 126 $17K <0.01% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 120 $16.1K <0.01% 0 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 121 $15.8K 0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 116 $15.6K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 112 $15.1K <0.01% +35 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 103 $13.9K <0.01% -66 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 101 $13.6K <0.01% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 83 $11.2K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 75 $10.1K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 74 $9.96K <0.01% 0 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 70 $9.42K 0.01% 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 61 $8.21K 0.01% +14 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 57 $7.67K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 54 $7.27K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 52 $7.01K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 51 $6.8K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 50 $6.74K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 47 $6.33K <0.01% +12 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 40 $5.38K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 36 $4.84K <0.01% +6 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 32 $4.31K <0.01% +7 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 31 $4.17K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 27 $3.63K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 27 $3.63K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 25 $3.37K <0.01% +24 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 25 $3.37K <0.01% -48 13F-HR/A Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 20 $2.69K <0.01% -24 13F-HR Timeline