JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,638 $385K 0.01% new 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,610 $382K 0.36% -22 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,600 $381K 0.11% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,598 $381K -553 Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,521 $375K 0.08% -33 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,518 $375K <0.01% +624 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,467 $373K 0.01% -27 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 4,500 $373K 0.98% new 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,500 $373K 0.17% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,473 $371K 0.03% -65 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 4,402 $368K 0.04% -16 13F-HR/A Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,421 $367K 0.02% +17 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,394 $364K 0.01% +281 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,355 $361K 0.22% -168 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,343 $360K 0.03% -414 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 4,338 $360K 0.29% +672 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 4,470 $359K <0.01% -91 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,326 $359K 0.07% -1,749 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,270 $357K 0.08% -49 13F-HR/A Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,288 $356K 0.05% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,233 $351K <0.01% -298 13F-HR Timeline Group Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 4,228 $351K 0.26% new 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 4,200 $348K 0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,186 $347K 0.01% -67 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,171 $346K 0.33% +519 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 4,160 $345K 0.17% +35 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 4,093 $339K 0.13% -38 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,080 $338K 0.22% +600 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,010 $332K <0.01% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,998 $331K 0.02% -932 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,960 $328K 0.02% -121 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,958 $328K 0.01% -1,117 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,948 $327K 0.01% +734 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,924 $325K 0.01% +377 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,922 $325K 0.04% -328 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 3,908 $324K <0.01% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,908 $324K 0.04% new 13F-HR/A Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 3,903 $324K 0.08% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,876 $321K 0.02% +451 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,872 $321K 0.08% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 3,790 $317K 0.09% +555 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,789 $314K 0.11% +487 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,741 $310K 0.06% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,712 $308K 0.03% +576 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 3,828 $307K 0.01% new 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,675 $305K 0.02% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,602 $299K 0.05% -187 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,527 $292K 0.14% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,523 $292K 0.01% -123 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,507 $291K 0.03% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,502 $290K 0.04% +657 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 3,500 $290K 0.01% new 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 3,500 $290K 0.14% -1,134 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,478 $288K 0.03% +598 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,450 $286K 0.05% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,446 $286K <0.01% -294 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 3,432 $285K 0.15% -54 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,424 $284K 0.17% +65 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3,400 $282K <0.01% new 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,347 $278K <0.01% -70 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,346 $277K 0.05% +728 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,324 $276K 0.01% +64 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 3,320 $275K <0.01% -115,963 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,319 $275K 0.03% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,284 $275K <0.01% -6,983 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,632 $275K 0.01% -389 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 3,311 $275K 0.17% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,298 $273K 0.14% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,268 $271K 0.01% +297 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,236 $268K 0.02% -26 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,233 $268K 0.07% +645 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,184 $266K 0.01% new 13F-HR/A Timeline Group Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,199 $265K 0.16% +1 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,188 $264K <0.01% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,117 $258K 0.15% new 13F-HR Timeline Aware Super Pty Ltd as trustee of Aware… More: the full row for Aware Super Pty Ltd as trustee of Aware Super 3,095 $257K <0.01% new 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,197 $257K 0.02% -405 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,090 $256K 0.05% +396 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,060 $254K 0.01% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 3,040 $252K 0.16% +241 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,024 $251K 0.01% +28 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 3,000 $249K 0.02% -2,546 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,961 $245K 0.01% -1,274 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,935 $245K <0.01% -974 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 2,955 $245K 0.02% -153 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 2,942 $244K 0.17% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,929 $243K <0.01% +205 13F-HR Timeline Group Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,927 $243K 0.28% new 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 2,926 $243K 0.02% -139 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,914 $242K 0.01% -422 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2,879 $239K 0.03% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,867 $238K 0.01% -546 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,859 $237K 0.01% +176 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 2,850 $236K 0.05% +8 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,843 $236K 0.02% -712 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,802 $232K 0.12% +416 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,795 $232K 0.04% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,786 $231K 0.06% +27 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,756 $228K 0.04% +159 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,747 $228K 0.02% 0 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 2,739 $227K 0.26% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,676 $224K <0.01% -3,789 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,696 $224K 0.07% -3,375 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,656 $220K 0.03% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,649 $220K 0.22% +159 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,625 $218K 0.03% +1,580 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,614 $217K 0.01% +575 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,615 $217K 0.06% -50 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,615 $217K 0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,236 $216K 0.04% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,608 $216K 0.01% -187 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,592 $215K 0.01% new 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,580 $214K 0.01% +80 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,573 $213K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,565 $213K 0.14% +1,230 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,560 $212K 0.01% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,554 $212K 0.02% -132 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,554 $212K <0.01% new 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,551 $212K 0.13% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,545 $211K 0.07% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,540 $211K 0.05% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,488 $208K 0.03% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,505 $208K 0.01% new 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 2,500 $207K 0.01% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,498 $207K 0.01% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,501 $207K 0.01% 13F-HR Timeline Group Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,490 $206K 0.09% 0 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 2,475 $205K 0.01% -248 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 2,472 $205K 0.06% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,475 $204K 0.02% +87 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,435 $202K 0.07% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,424 $201K 0.01% +20 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,421 $201K 0.05% new 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,415 $200K 0.02% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,391 $198K 0.08% -14 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,311 $192K 0.01% +1,053 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,289 $190K <0.01% +413 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,279 $189K 0.02% -714 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,391 $183K <0.01% -40 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,197 $182K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,190 $182K 0.01% -3,662 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,070 $172K 0.04% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,047 $170K <0.01% +53 13F-HR Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 1,997 $166K 0.05% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,982 $164K 0.01% 0 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,928 $160K 0.01% +351 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,882 $156K 0.08% +89 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 1,872 $155K 0.09% +71 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,823 $151K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,699 $141K <0.01% -4 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,675 $139K <0.01% +1,452 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,650 $137K 0.15% +150 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,608 $133K <0.01% -41,180 13F-HR Timeline Group Advantage Trust Co More: the full row for Advantage Trust Co 1,600 $133K 0.08% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,577 $131K 0.02% +575 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,527 $127K 0.01% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,331 $110K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,323 $110K <0.01% -1,429 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,235 $102K 0.09% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,230 $102K 0.05% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,203 $99.7K 0.01% -200 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,194 $99K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,167 $96.8K 0.05% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,088 $90.2K 0.01% +1,000 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,175 $88K 0.04% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,048 $86.9K <0.01% +194 13F-HR Timeline Group Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 1,042 $86.4K 0.01% 0 13F-HR/A Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,021 $84.7K <0.01% -8 13F-HR Timeline Group GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 992 $82.2K 0.09% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,004 $80.6K 0.01% -224 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 955 $79.2K 0.06% 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 952 $78.9K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 941 $78K 0.01% -126 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 905 $75K <0.01% -4 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 900 $74.6K <0.01% 0 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 879 $72.9K <0.01% +81 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 859 $71.2K <0.01% -167 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 960 $70.3K <0.01% -95 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 830 $68.8K 0.01% -1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 815 $67.6K 0.01% +94 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 808 $67K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 800 $66.9K 0.06% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 713 $59.1K 0.01% 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 676 $56K 0.03% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 659 $55K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 636 $52.7K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 632 $52.4K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 629 $52.1K <0.01% +3 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 614 $51.3K 0.03% +10 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 616 $51.1K <0.01% +173 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 600 $49.7K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 556 $46.1K <0.01% 0 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 550 $45.6K <0.01% new 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 515 $42.7K <0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 567 $41K 0.03% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 478 $39.6K <0.01% +268 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 459 $38.1K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 456 $37.8K 0.01% +143 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 439 $36.4K 0.03% -416 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 430 $35.7K 0.01% new 13F-HR Timeline