Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,434 $75.2K 0.06% +2 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,387 $72.7K 0.04% +507 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,301 $69K <0.01% +282 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,300 $68.1K 0.03% new 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,242 $65.1K <0.01% new 13F-HR/A Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,240 $65K 0.02% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,215 $63.7K 0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,214 $63.6K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,210 $63.4K <0.01% +1,066 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,173 $61.5K <0.01% +20 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,159 $60.7K <0.01% +712 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,016 $59K 0.03% -6,385 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,120 $58.7K <0.01% -6,674 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,114 $58.4K <0.01% +698 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,099 $58K 0.04% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,069 $56K <0.01% -31 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,047 $54.9K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1,000 $53.6K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,011 $53K 0.01% +11 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,000 $52.4K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 853 $44.7K <0.01% +154 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 800 $44.7K 0.04% +690 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 753 $39.5K <0.01% -368 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 729 $38.2K 0.01% -647 13F-HR/A Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 720 $37.7K <0.01% 0 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 685 $35.9K <0.01% +15 13F-HR Timeline Group Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 666 $34.9K 0.01% 0 13F-HR/A Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 653 $34.2K <0.01% -32,241 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 640 $33.5K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 617 $32.4K 0.01% -20,586 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 596 $31.9K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 600 $31.4K 0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 600 $31.4K 0.03% 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 597 $31.3K 0.03% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 580 $30.4K <0.01% 0 13F-HR/A Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 550 $28.8K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 545 $28.6K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 532 $27.9K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 510 $26.7K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 477 $25K <0.01% +135 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. 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More: the full row for MV CAPITAL MANAGEMENT, INC. 292 $15.3K <0.01% +185 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 285 $14.9K <0.01% -12 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 282 $14.8K <0.01% -120 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 279 $14K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 266 $13.9K <0.01% +266 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 259 $13.6K <0.01% -13 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 250 $13.1K <0.01% -70 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 250 $13.1K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 246 $12.9K 0.01% -151 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 244 $12.8K <0.01% +131 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 229 $12K 0.01% +184 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 222 $11.6K <0.01% -149 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 218 $11.4K <0.01% -39 13F-HR Timeline AMERIFLEX GROUP, INC. 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LLC 191 $10K <0.01% -26 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 189 $9.9K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 163 $8.54K <0.01% +123 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 160 $8.39K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 154 $8.09K <0.01% +135 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 153 $8.02K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 152 $7.96K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. 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A. 68 $3.56K <0.01% -44 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 68 $3.55K <0.01% -780 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 62 $3.25K <0.01% -12 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 62 $3.25K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 62 $3.25K <0.01% 0 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 61 $3.2K <0.01% -190,163 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 61 $3.2K <0.01% +29 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 59 $3.09K <0.01% +3 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 55 $2.88K <0.01% +15 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 61 $2.88K <0.01% +27 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 51 $2.67K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 50 $2.62K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 50 $2.62K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. 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More: the full row for Physician Wealth Advisors, Inc. 17 $891 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 15 $786 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 14 $734 <0.01% -40 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 14 $734 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. 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INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 0 $0 0% -17,800 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.