Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,809 $299K 0.03% +982 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 1,805 $299K 0.07% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,790 $296K 0.07% +365 13F-HR/A Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,786 $295K 0.01% new 13F-HR Timeline Group Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,780 $295K 0.05% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,762 $294K 0.01% -154 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,773 $293K <0.01% -23 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,766 $292K 0.02% +245 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 1,736 $287K 0.15% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,685 $279K 0.29% +406 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,886 $277K 0.03% -26 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,662 $275K 0.02% +444 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,658 $274K 0.01% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,542 $272K 0.03% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,603 $265K 0.07% +47 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,602 $265K 0.03% -11 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,589 $263K <0.01% -11 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,581 $262K <0.01% +104 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,580 $261K 0.03% -12 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,574 $260K 0.02% -32 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,569 $260K 0.11% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,567 $259K 0.04% +206 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,562 $258K 0.01% -525 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,560 $258K <0.01% -8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,556 $258K 0.01% -578 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,554 $257K 0.01% -5 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 1,544 $255K <0.01% new 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,538 $254K 0.02% +281 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,528 $253K 0.01% -10 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,525 $252K 0.01% -127 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,508 $250K 0.03% +92 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 1,500 $248K 0.38% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,497 $248K 0.05% +242 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,488 $246K <0.01% -1,203 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,467 $243K 0.01% +270 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,418 $235K <0.01% -78 13F-HR Timeline Group Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 1,404 $232K <0.01% -9,156 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,402 $232K <0.01% +1,396 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,400 $232K 0.09% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,400 $232K 0.01% -4,200 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,558 $230K 0.17% +80 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,392 $230K 0.02% -103 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,397 $230K 0.02% +247 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,386 $229K 0.01% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,377 $228K 0.12% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,369 $227K 0.01% -90 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,365 $226K 0.01% -65 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,363 $225K 0.01% -10 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,357 $225K 0.01% 0 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,356 $224K 0.07% new 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,350 $223K 0.05% -640 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,342 $222K 0.01% -56 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 1,339 $222K <0.01% -26,501 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,333 $221K 0.08% +513 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,331 $220K 0.05% -281 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,326 $219K 0.02% -137 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,322 $219K 0.17% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,321 $219K 0.02% +50 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,311 $217K 0.02% +54 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,306 $216K 0.01% +20 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,295 $214K 0.06% -15 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 1,279 $212K 0.11% +2 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 1,277 $211K 0.19% +13 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,275 $211K 0.02% -11,806 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 1,268 $210K 0.07% +109 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,264 $209K 0.06% -79 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 1,264 $209K 0.04% -310 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 1,226 $203K 0.13% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,217 $201K 0.02% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,180 $195K 0.04% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,171 $194K 0.03% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,146 $190K <0.01% +152 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,120 $185K 0.16% +18 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,115 $184K 0.01% +25 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,030 $170K 0.04% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,026 $170K <0.01% -121 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,000 $165K 0.03% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 981 $162K 0.06% +31 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 946 $157K <0.01% +11 13F-HR Timeline CX Institutional More: the full row for CX Institutional 945 $156K 0.01% -994 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 900 $149K 0.02% 0 13F-HR/A Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 836 $147K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 888 $147K <0.01% +153 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caldwell Trust Co More: the full row for Caldwell Trust Co 820 $136K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 808 $134K 0.02% +14 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 800 $132K 0.01% -500 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 835 $132K 0.04% +2 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 800 $132K 0.09% +41 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 765 $127K 0.12% +1 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 750 $124K 0.07% +117 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 728 $120K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 663 $110K 0.01% +214 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 652 $108K 0.01% -142 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 622 $103K 0.01% -69 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 618 $102K <0.01% +18 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 575 $94.5K 0.01% -192 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 550 $91K 0.01% -50 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 517 $85.5K 0.06% +9 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 515 $85.2K <0.01% -28,083 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 495 $81.9K 0.04% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 490 $81.1K <0.01% -518 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 517 $78K 0.05% -154 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 414 $68.5K 0.01% +10 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 409 $67.7K <0.01% -366 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 396 $65.5K 0.01% +28 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 384 $63.5K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 374 $61K 0.01% +18 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 354 $58.6K <0.01% +200 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 354 $58.5K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 311 $51.5K 0.05% -144 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 310 $51.3K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 304 $50.3K <0.01% -9 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 302 $50K <0.01% -826 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 290 $48K 0.05% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 280 $46.3K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 264 $43.7K 0.03% 0 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 260 $43K <0.01% new 13F-HR Timeline Group Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 264 $43K 0.02% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 250 $41.4K 0.01% +100 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 249 $41.2K <0.01% +8 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 240 $39.7K 0.04% -5 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 239 $39.5K <0.01% -10 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 236 $39K <0.01% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 239 $39K 0.02% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 235 $38.9K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 232 $38.4K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 224 $37.1K <0.01% new 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 208 $34.4K <0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 206 $34.1K <0.01% -30 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. 207 $34K <0.01% -22 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 65 $32.8K 0.02% -133 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 182 $30.1K <0.01% -157 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 180 $29.8K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 176 $29.1K <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 173 $28.6K <0.01% -69 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 168 $27.7K 0.01% +6 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 163 $27K <0.01% -373 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 161 $26.6K <0.01% -32 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 154 $25.5K <0.01% +108 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 146 $24.2K <0.01% -6 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 136 $24K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 144 $23.8K <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 139 $23K <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 118 $19.5K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 114 $18.9K 0.01% -4 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 109 $18K <0.01% +2 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 105 $17.4K <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 96 $15.9K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 92 $15.2K 0.01% +6 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 90 $15K <0.01% +9 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 90 $14.9K <0.01% -1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 83 $13.7K <0.01% +3 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 80 $13.2K 0.01% 0 13F-HR/A Timeline Saudi Central Bank More: the full row for Saudi Central Bank 76 $12.6K 0.07% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 70 $12K 0.01% +50 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 70 $11.6K <0.01% -282 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 68 $11.3K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 68 $11.3K <0.01% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 66 $10.9K 0.01% 0 13F-HR/A Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 65 $10.8K <0.01% -26 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 63 $10.5K <0.01% -57 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 59 $9.85K <0.01% +13 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 59 $9.65K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 56 $9.27K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 55 $9.1K <0.01% +27 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 54 $8.94K <0.01% -74 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 54 $8.93K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 54 $8.93K <0.01% +50 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 50 $8.28K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 50 $8.27K <0.01% -24 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 46 $7.63K <0.01% -4 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 46 $7.61K <0.01% 0 13F-HR/A Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 45 $7.45K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 44 $7.28K <0.01% -14 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 42 $6.95K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 42 $6.95K <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 39 $6.45K <0.01% +16 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 38 $6.29K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 38 $6.29K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 38 $6K <0.01% 0 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 36 $5.96K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 35 $5.79K <0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 34 $5.62K <0.01% +28 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 33 $5.46K <0.01% +8 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 31 $5.13K <0.01% +7 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 33 $5.12K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 33 $5.06K <0.01% +21 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 26 $5K <0.01% 0 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 30 $4.96K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 30 $4.96K <0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 28 $4.63K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 26 $4.3K <0.01% -12 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 25 $4.14K 0.01% -3 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 30 $4K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 26 $4K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 24 $3.97K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 23 $3.81K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 22 $3.64K <0.01% +2 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 22 $3.64K <0.01% 0 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 20 $3.31K <0.01% -2,980 13F-HR Timeline Group