Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 4,489 $322K 0.16% +2,589 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,488 $322K 0.02% +50 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,432 $318K 0.06% -2,199 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,385 $315K 0.01% +583 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,381 $314K 0.01% +1,980 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,370 $314K 0.04% -1,367 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) 4,348 $312K 0.01% -8,007 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,323 $310K <0.01% +1,630 13F-HR/A Timeline Group Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 4,313 $310K 0.06% +2,000 13F-HR Timeline AG2R LA MONDIALE GESTION D'ACTIFS More: the full row for AG2R LA MONDIALE GESTION D'ACTIFS 4,210 $302K 0.01% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,204 $302K 0.15% -510 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,169 $299K <0.01% +1,369 13F-HR/A Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,166 $299K 0.02% -510 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,164 $299K 0.01% +40 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 4,161 $299K 0.07% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,087 $293K 0.01% +108 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,042 $290K 0.03% -291 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,007 $288K 0.01% +418 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,700 $284K 0.05% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,942 $283K <0.01% -2,628 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,926 $282K <0.01% +1,815 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 3,908 $280K 0.11% 13F-HR Timeline ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 3,894 $279K <0.01% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,887 $279K 0.04% +85 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,829 $275K 0.02% +337 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,810 $273K 0.01% -1,675 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,759 $270K 0.01% -1,044 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 3,703 $266K 0.01% -1,107 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 3,663 $263K <0.01% -9,849 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 2,690 $261K 0.11% +248 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 3,625 $260K 0.03% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,524 $259K 0.02% +272 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,604 $259K 0.01% new 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 3,600 $258K <0.01% -41,187 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,575 $257K 0.01% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,554 $255K 0.06% -258 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 3,550 $255K 0.03% new 13F-HR Timeline Group Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,525 $253K 0.1% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,510 $252K 0.01% -561 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,443 $247K 0.01% -2,380 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,433 $246K <0.01% -232 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,429 $246K <0.01% +522 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 3,417 $245K <0.01% -91 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,407 $244K 0.03% -2,428 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3,384 $243K 0.01% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 3,349 $240K 0.04% 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,283 $236K 0.15% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,263 $234K 0.02% -1,325 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 3,260 $234K 0.02% -270 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,231 $232K <0.01% +22 13F-HR Timeline PensionDanmark Pensionsforsikringsaktie… More: the full row for PensionDanmark Pensionsforsikringsaktieselskab 3,200 $230K <0.01% 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,140 $225K 0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,103 $223K <0.01% 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,093 $222K 0.04% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,075 $221K 0.06% +536 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,039 $218K 0.02% +417 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 3,030 $217K 0.11% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,000 $215K 0.09% +2,500 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,978 $214K 0.02% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,928 $210K 0.05% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,905 $208K <0.01% -390 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,896 $208K 0.01% -1,625 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,872 $206K <0.01% +521 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,869 $206K 0.02% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,832 $203K <0.01% +247 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,822 $203K 0.02% -1,225 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,817 $202K <0.01% new 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,800 $201K 0.06% -300 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,785 $200K 0.05% +2,680 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,779 $199K <0.01% +431 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,478 $178K 0.03% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,268 $163K 0.09% -2,092 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,238 $161K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,037 $146K 0.03% +1,364 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 2,032 $146K 0.01% new 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 2,000 $144K 0.04% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,985 $142K 0.21% -2,730 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,960 $141K 0.01% +530 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,870 $134K 0.11% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,713 $123K <0.01% -1,128 13F-HR Timeline Group Belvedere Trading LLC More: the full row for Belvedere Trading LLC 1,645 $118K 0.02% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,545 $111K 0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,503 $108K 0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,488 $107K 0.03% +465 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,444 $104K 0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 676 $92.9K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,285 $92.2K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,280 $91.9K 0.05% -1,280 13F-HR Timeline MOTCO More: the full row for MOTCO 1,260 $90.4K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,225 $87.9K <0.01% +235 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,186 $85.1K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,185 $85K 0.07% -5,163 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,180 $84.7K 0.06% +243 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,153 $82.7K <0.01% +593 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,136 $81.5K <0.01% +90 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,123 $80.6K 0.01% +25 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,103 $79.2K <0.01% +378 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,000 $71.8K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 1,000 $71.6K <0.01% 13F-HR/A Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 985 $70.7K <0.01% -26,905 13F-HR/A Timeline Group Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 955 $68.5K 0.07% 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 841 $60.4K 0.02% 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 837 $60.1K <0.01% -4,336 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 825 $59.2K 0.03% -2,575 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 820 $58.9K <0.01% -1,741 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 815 $58.5K 0.04% +500 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 800 $57.4K <0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 800 $57.4K <0.01% -2,200 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 800 $57.4K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 756 $54.2K <0.01% -225 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 752 $54K <0.01% 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 728 $52.2K <0.01% +728 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 671 $48.2K 0.02% -1,343 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 663 $47.5K 0.01% +275 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 628 $45.1K 0.04% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 610 $43.8K 0.01% new 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 600 $43.1K <0.01% 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 594 $42.6K <0.01% +73 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 556 $39K <0.01% new 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 525 $37.7K 0.04% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 504 $36.2K 0.02% +53 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 500 $35.9K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 500 $35.9K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 500 $35.9K 0.01% +150 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 500 $35.9K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 483 $34.7K 0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 452 $32.4K <0.01% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 443 $31.8K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 440 $31.6K <0.01% -468 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 430 $30.9K <0.01% -340 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 400 $28.7K 0.02% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 300 $28.7K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 300 $27.4K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 365 $26.2K <0.01% +285 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 310 $25.2K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 350 $25.1K <0.01% +150 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 331 $23.8K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 319 $22.9K <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 314 $22.5K <0.01% +231 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 303 $21.7K <0.01% +103 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $21.5K 0.01% -200 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 300 $21.5K 0.01% +50 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 275 $19.7K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 274 $19.7K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 268 $19.2K <0.01% -623 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 265 $19K <0.01% -135 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 276 $19K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 265 $19K <0.01% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 260 $18.7K 0.02% -2,920 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 256 $18.4K <0.01% -1,025 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 254 $18.2K 0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 252 $18.1K <0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 250 $17.9K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 241 $17.3K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 233 $16.7K <0.01% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 223 $16K <0.01% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 218 $15.6K <0.01% +31 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 210 $15.1K 0.01% +5 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 202 $14.5K 0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 200 $14.4K 0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 200 $14.4K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 200 $14.4K 0.01% -200 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 200 $14.4K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 190 $14K 0.01% -2 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 181 $13K <0.01% new 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 175 $12.6K <0.01% 0 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 171 $12.3K <0.01% new 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 175 $11K 0.01% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 150 $10.7K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 137 $9.83K <0.01% -97 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 128 $9.19K <0.01% +67 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 128 $9.19K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 126 $9.04K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 125 $8.97K <0.01% -75 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 121 $8.68K <0.01% +43 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 120 $8.61K 0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 110 $7.89K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 110 $7.89K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 110 $7.89K 0.01% +50 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 100 $7.18K 0.01% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 100 $7.18K <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 100 $7.18K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 100 $7.18K <0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $7.18K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 95 $6.82K <0.01% +10 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 95 $6.82K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 95 $6.82K <0.01% 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 90 $6.46K <0.01% new 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 84 $6K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 81 $5.81K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 80 $5.74K <0.01% -59 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 79 $5.67K <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 75 $5.38K <0.01% -8 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 74 $5.31K <0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 70 $5.02K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 50 $4.75K <0.01% -50 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 57 $4.09K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 53 $3.8K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 40 $3.78K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 52 $3.73K <0.01% new 13F-HR Timeline