Creative Planning in group Creative Planning More: the full row for Creative Planning 42,763 $426K <0.01% +8,800 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 42,431 $423K 0.01% -8 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 41,634 $415K 0.02% -7,736 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 41,346 $412K <0.01% +1,756 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 41,024 $409K +18,950 Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 40,670 $405K <0.01% -16,410 13F-HR/A Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 40,219 $402K <0.01% +13,998 13F-HR Timeline Group Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 40,332 $402K 0.04% -13,392 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 39,019 $389K <0.01% -73,755 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 38,896 $387K 0.07% +21,699 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 38,415 $383K 0.04% 0 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 38,150 $380K 0.05% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 36,879 $367K 0.18% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 35,800 $357K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 35,484 $353K <0.01% -628 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 35,146 $350K 0.04% +6,874 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 33,347 $332K 0.07% -225 13F-HR Timeline Kentucky Retirement Systems Insurance T… in group Kentucky Retirement Systems More: the full row for Kentucky Retirement Systems Insurance Trust Fund 10,171 $330K 0.06% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 33,043 $329K <0.01% -17,651 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 32,475 $323K 0.05% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 32,344 $322K <0.01% +7,017 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 31,737 $316K <0.01% +3,316 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 31,076 $310K <0.01% -322 13F-HR/A Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 30,572 $304K 0.02% -1,220 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 28,124 $294K <0.01% +10,716 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 28,865 $287K 0.01% +1,625 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 28,119 $280K 0.11% -2,642 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 27,508 $274K <0.01% -5,683 13F-HR Timeline Group CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 27,400 $273K 0.09% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 27,281 $272K <0.01% -7,086 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 27,145 $270K <0.01% -15,676 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 27,061 $270K <0.01% +649 13F-HR Timeline Group BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 26,624 $265K 0.17% -3,789 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 26,318 $262K 0.01% +2,962 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 25,851 $257K 0.01% new 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 25,828 $257K <0.01% +2,234 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 25,005 $249K <0.01% -3,705 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 25,005 $249K 0.01% -10,009 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 24,981 $249K <0.01% +623 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 24,748 $246K 0.02% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 23,990 $239K 0.02% -2,282 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 23,536 $234K 0.01% -527 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 23,447 $234K 0.01% +2,000 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 22,333 $222K <0.01% 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) 22,319 $222K <0.01% +10,280 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 22,133 $221K <0.01% +8,969 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,231 $221K <0.01% -2,433 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 22,098 $220K <0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 21,523 $214K <0.01% -228,199 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 21,163 $211K <0.01% +3,020 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 20,509 $204K 0.12% -29,734 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 20,276 $202K 0.01% +954 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 20,158 $201K 0.02% +5,156 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 19,851 $198K <0.01% -10,938 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 19,742 $197K 0.02% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 19,732 $197K 0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 19,602 $195K 0.04% +5,086 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 18,920 $188K 0.01% -37,740 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 18,710 $186K 0.02% +77 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 18,491 $184K <0.01% +3,248 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 18,302 $182K 0.08% 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 18,149 $181K <0.01% +1,780 13F-HR/A Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 17,906 $178K <0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 17,906 $178K <0.01% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 17,686 $176K <0.01% new 13F-HR Timeline Group Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 17,549 $175K <0.01% -1,886 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 17,473 $174K <0.01% new 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 16,793 $167K 0.05% 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 16,422 $164K 0.04% +323 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 16,394 $163K 0.08% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 16,229 $162K <0.01% +1,176 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 16,158 $162K <0.01% -6,571 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 16,138 $161K <0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 16,063 $160K <0.01% new 13F-HR/A Timeline Group OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 15,888 $158K 0.03% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 15,812 $157K 0.01% +981 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 15,586 $155K <0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 15,507 $154K <0.01% +3,549 13F-HR Timeline Group KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 15,455 $154K 0.12% -400 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 15,200 $151K 0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 15,061 $150K 0.01% +2,764 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 15,049 $150K 0.03% -734 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 14,976 $149K 0.14% 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 14,880 $148K 0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 14,717 $147K 0.07% +3 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 14,687 $146K <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,265 $142K <0.01% +1,000 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,213 $142K <0.01% -1,507 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 14,025 $140K <0.01% +1,550 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 13,975 $139K 0.15% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,818 $138K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 13,800 $137K <0.01% -7,500 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 13,551 $135K 0.01% +1,713 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 13,125 $131K 0.06% -2,200 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 13,037 $130K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,745 $127K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 12,717 $127K 0.02% -22,119 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 12,397 $123K 0.03% +1,306 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 11,940 $119K 0.01% +2,794 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,865 $116K 0.02% +1,531 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 11,600 $116K 0.05% -1,900 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,431 $114K <0.01% -837 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,311 $113K <0.01% +2,954 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,350 $110K <0.01% -3,235 13F-HR/A Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 10,801 $108K 0.02% -200 13F-HR Timeline Parametrica Management Ltd in group Parametrica Management Ltd More: the full row for Parametrica Management Ltd 10,779 $107K 0.14% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,746 $107K 0.01% +431 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,683 $106K <0.01% +5,322 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 10,565 $105K 0.03% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,376 $83.4K 0.02% +1,666 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,912 $79.1K 0.01% +4,617 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 7,287 $72.6K <0.01% +20 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,194 $71.7K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,790 $67.6K <0.01% -272 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,932 $59.1K <0.01% +1,982 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,977 $58.8K <0.01% 0 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4,598 $46K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,485 $44.7K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,288 $42.7K <0.01% -651 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,079 $40.6K <0.01% +204 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,738 $37.2K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,537 $35.2K <0.01% -27 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 3,421 $34.1K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,389 $33.8K <0.01% +157 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,285 $32.7K <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 3,000 $29.9K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,000 $29.9K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,824 $28K <0.01% +603 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,810 $28K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,735 $27.2K <0.01% +207 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2,600 $25.9K 0.01% -2,000 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,314 $23K 0.01% +4 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,180 $21.7K <0.01% -470 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,123 $21.1K <0.01% +80 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,056 $20.5K <0.01% +1,265 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,000 $19.9K <0.01% -500 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,961 $19.5K <0.01% +279 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,913 $19K <0.01% +4 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,941 $19K <0.01% new 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,900 $18.9K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,852 $18.4K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,715 $17.1K <0.01% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,500 $14.9K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,250 $12.4K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,241 $12.4K <0.01% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,207 $12K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,186 $11.8K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,155 $11.5K <0.01% -100 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,154 $11.5K <0.01% -147 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 1,069 $10.7K 0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 975 $10K 0.01% +4 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,000 $9.96K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 992 $9.88K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 990 $9.86K <0.01% -494 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 915 $9.11K <0.01% new 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 883 $8.79K <0.01% +696 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 850 $8.47K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 835 $8.32K <0.01% +192 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 827 $8.24K <0.01% +5 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 766 $7.63K 0.01% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 746 $7.58K <0.01% +100 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 750 $7.47K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 631 $6.31K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 630 $6.27K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 608 $6.06K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 600 $5.98K <0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 534 $5.32K <0.01% -44,057 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 532 $5.29K <0.01% -156 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 516 $5.14K <0.01% +11 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 481 $4.79K <0.01% -1,167 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 465 $4.63K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 410 $4.08K <0.01% +51 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 395 $3.93K <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 342 $3.41K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 332 $3.31K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 316 $3.15K <0.01% -129 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 307 $3.06K <0.01% -2,659 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 300 $3K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 300 $2.99K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 298 $2.97K <0.01% -110 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 290 $2.89K <0.01% 0 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 279 $2.78K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 261 $2.6K <0.01% +88 13F-HR Timeline SOA Wealth Advisors, LLC. 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