Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 15,807 $501K 0.02% -728 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,735 $498K <0.01% -523 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 15,451 $489K <0.01% new 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 15,363 $487K 0.02% +2,918 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 15,078 $478K 0.01% -2,563 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,978 $474K <0.01% -2,792 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 14,723 $466K 0.1% +457 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14,706 $466K 0.02% -654 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 14,496 $459K <0.01% -2 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 14,403 $456K 0.15% +2,292 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,308 $453K <0.01% -3,032 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 14,307 $453K 0.01% +2,425 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14,201 $450K 0.01% 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 14,168 $449K 0.19% +2,292 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,115 $447K 0.01% -747 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 13,996 $443K 0.01% -404 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 13,902 $440K 0.03% -105 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,803 $437K <0.01% +8,019 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 13,540 $429K <0.01% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 13,239 $419K 0.15% +141 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 13,233 $419K 0.07% +1,650 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 12,815 $406K 0.23% -697 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,806 $406K <0.01% -15 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 11,059 $400K 0.02% -345 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12,544 $397K 0.04% +931 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 12,534 $397K 0.01% +1,725 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,337 $391K <0.01% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 12,181 $386K 0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,073 $382K <0.01% +363 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 12,006 $380K <0.01% -1,071 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,864 $376K <0.01% -8,280 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,513 $365K 0.02% +117 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 11,303 $358K 0.07% -91 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 11,240 $356K 0.05% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 10,720 $352K 0.26% -58 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,766 $341K 0.01% +524 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 10,727 $340K 0.05% +632 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,676 $338K 0.03% -4,658 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,384 $329K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,191 $323K 0.01% +681 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,129 $321K <0.01% +3,935 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,912 $314K <0.01% +4,813 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,737 $308K <0.01% +2,046 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,659 $306K <0.01% +144 13F-HR/A Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 9,613 $304K 0.04% +1,353 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 9,582 $303K 0.03% +2,252 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,416 $298K <0.01% +3,632 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,302 $295K 0.02% +1,878 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 9,235 $292K 0.01% -53,606 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,176 $291K <0.01% +7,047 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,905 $282K 0.02% +732 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 8,735 $277K <0.01% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 8,700 $276K 0.18% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,424 $267K <0.01% -6,000 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,011 $254K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 7,993 $253K 0.01% +31 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 7,854 $249K 0.06% -70 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 7,815 $248K 0.08% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 7,741 $245K 0.08% +254 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 7,562 $239K 0.01% new 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 7,560 $239K 0.06% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,523 $238K 0.01% -1,362 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,470 $237K <0.01% new 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 7,460 $236K 0 Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 7,451 $236K 0.22% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 7,351 $233K 0.07% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 7,341 $232K 0.02% -41,474 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 7,016 $222K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,861 $217K <0.01% new 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,807 $216K 0.05% +169 13F-HR Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 6,791 $215K <0.01% -1,943 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,707 $212K 0.03% -931 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 6,661 $211K 0.06% new 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 6,656 $211K 0.07% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,594 $209K <0.01% -6,220 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 6,573 $208K 0.11% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 6,526 $207K 0.01% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,529 $207K <0.01% -1,781 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,410 $203K 0.02% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,384 $202K <0.01% +387 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,371 $202K 0.03% -168 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,260 $198K 0.01% -1,835 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 5,711 $181K <0.01% -3,838 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 5,072 $161K <0.01% -2,431 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 4,900 $155K 0.14% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,524 $143K <0.01% +1,425 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,055 $128K <0.01% new 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 3,581 $113K 0.01% +708 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,580 $113K 0.05% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,465 $110K <0.01% -4,935 13F-HR Timeline Group NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 3,399 $108K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,181 $101K <0.01% +1,340 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 3,017 $95.5K <0.01% -240 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 3,003 $95.1K 0.06% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,915 $92.3K 0.01% -235 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,797 $88.6K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,641 $83.6K <0.01% -145 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,562 $81.1K <0.01% +268 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,507 $79.4K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,411 $76.4K <0.01% +328 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,301 $72.9K <0.01% -362 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,258 $71.5K 0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2,127 $67.4K 0.02% +989 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,910 $60.5K 0.01% +572 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,830 $58K 0.01% -32 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,767 $56K 0.01% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,741 $55.1K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,684 $53.3K <0.01% +271 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,650 $51.8K <0.01% +1,478 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,233 $39K <0.01% +56 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,165 $36.9K 0.02% -111 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,126 $35.7K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,096 $34.7K <0.01% -256 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,083 $34.3K <0.01% +218 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 1,080 $34.2K 0.03% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,088 $34K <0.01% +332 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 978 $31K <0.01% -40 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 893 $29.2K <0.01% +154 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 851 $27K <0.01% +85 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 757 $24K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 744 $23.6K <0.01% -15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EFG International AG in group EFG International AG More: the full row for EFG International AG 687 $21.8K <0.01% -13 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 680 $21.5K 0.02% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 676 $21.4K 0.02% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 672 $21.3K <0.01% +294 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 587 $18.6K <0.01% 0 13F-HR/A Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 570 $18.1K <0.01% -958 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 528 $16.7K <0.01% +10 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 513 $16.2K <0.01% +338 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 429 $15.4K <0.01% +341 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 478 $15.1K 0.01% -322 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 458 $14.5K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 454 $14.4K <0.01% -52 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 451 $14.3K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 440 $13.9K 0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 439 $13.9K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 420 $13.5K <0.01% +345 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 424 $13.4K <0.01% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 420 $13.3K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 417 $13.2K <0.01% -2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 408 $12.9K <0.01% -4 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 406 $12.9K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 384 $12.2K <0.01% +24 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 379 $12K <0.01% +2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 377 $11.9K 0.01% -63 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 343 $11K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 347 $11K <0.01% +21 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 343 $10.9K <0.01% +252 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 342 $10.8K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 331 $10.5K 0.01% +175 13F-HR/A Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 305 $9.66K <0.01% -27 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 299 $9.5K <0.01% +5 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 297 $9.41K <0.01% +71 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 293 $9.28K <0.01% +205 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 283 $9K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 276 $8.74K <0.01% +24 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 276 $8.74K 0.01% +157 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 257 $8.14K <0.01% -7 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 252 $7.98K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 248 $7.85K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 240 $7.6K <0.01% -4 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 232 $7.35K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7,148 $7.15K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 223 $7.06K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 226 $7.03K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 222 $7.03K <0.01% -16 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 216 $6.87K <0.01% +31 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 215 $6.81K <0.01% -238 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 197 $6.24K <0.01% -779 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 196 $6.21K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 193 $6.11K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 190 $6.02K <0.01% +103 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 198 $6K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 184 $5.83K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 181 $5.73K <0.01% -129 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 173 $5.48K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 170 $5.38K <0.01% 0 13F-HR/A Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 165 $5.23K <0.01% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 146 $4.62K <0.01% +90 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 143 $4.53K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 138 $4.37K <0.01% +52 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 138 $4.37K <0.01% -21 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 138 $4.32K <0.01% -15 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 133 $4.21K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 132 $4.18K <0.01% -4 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 131 $4.15K <0.01% +5 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 121 $3.83K <0.01% -535 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 118 $3.74K <0.01% +62 13F-HR/A Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 114 $3.61K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 106 $3.36K <0.01% -28 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 101 $3.2K <0.01% -3,735 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 100 $3.17K <0.01% -339 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 99 $3.13K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 98 $3.1K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 97 $3.06K <0.01% +19 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 92 $2.91K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 91 $2.88K <0.01% +67 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 90 $2.85K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 88 $2.79K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 85 $2.69K <0.01% +31 13F-HR Timeline