SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,405 $279K 0.12% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,398 $277K 0.03% -7 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,395 $277K 0.01% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,382 $274K 0.01% -363 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,382 $274K <0.01% 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,378 $273K <0.01% -117 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,376 $273K 0.01% +145 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,365 $271K <0.01% -6 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,352 $268K <0.01% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,504 $267K 0.02% -84 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,330 $264K 0.01% -95 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,307 $259K 0.01% -29 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 1,289 $256K <0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,243 $247K <0.01% -21 13F-HR Timeline Group NDVR, Inc. More: the full row for NDVR, Inc. 1,238 $246K 0.23% -108 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,247 $245K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,233 $245K 0.01% 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,177 $233K 0.02% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,160 $230K 0.01% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,159 $230K <0.01% -2,085 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,154 $229K <0.01% 0 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 1,153 $229K <0.01% +24 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,145 $227K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,123 $225K 0.01% 0 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,132 $225K 0.02% -1,079 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,127 $224K 0.01% -3 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,113 $221K <0.01% +329 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,090 $216K 0.04% -224 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,088 $215K <0.01% +139 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 1,080 $214K 0.12% -2,080 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,073 $213K 0.01% -23 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,071 $212K 0.08% -73 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,059 $210K 0.02% -160 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,060 $210K 0.06% -7 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,058 $210K 0.14% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,054 $209K 0.04% -11 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,054 $209K 0.01% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,052 $209K 0.02% -116 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,048 $208K 0.01% -19 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,047 $208K <0.01% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,047 $208K 0.04% -38 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,042 $207K 0.02% -32 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,041 $206K 0.14% -489 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,032 $206K 0.01% -108 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,032 $205K <0.01% -108 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,019 $202K 0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,002 $199K 0.03% +425 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 982 $195K 0.01% +802 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 922 $183K <0.01% -389 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 886 $176K 0.05% 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 862 $171K 0.04% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 860 $171K 0.04% +262 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 750 $149K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 730 $145K <0.01% +101 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 723 $143K <0.01% +92 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 704 $140K <0.01% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 671 $133K <0.01% -73 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 642 $127K <0.01% -111 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 616 $122K 0.05% +3 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 603 $120K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 580 $115K 0.07% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 516 $102K 0.07% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 493 $97.8K <0.01% -24 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 444 $88.1K 0.05% -167 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 436 $86.5K 0.07% +30 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 418 $82.9K 0.01% -84 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 414 $82.1K 0.02% +42 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 411 $81.5K <0.01% +277 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 404 $80.1K <0.01% -576 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 388 $77K <0.01% 0 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 377 $74.8K 0.01% new 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 355 $70K 0.04% +59 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 346 $68.6K 0.05% -4 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 325 $64.5K 0.04% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 324 $64.2K 0.06% -54 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 310 $61.5K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 302 $59.9K 0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 302 $59.8K 0.03% +245 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 299 $59.3K 0.02% +278 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 286 $57K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 285 $56.5K <0.01% +138 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 282 $55K <0.01% -22 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 262 $52K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 260 $51.6K 0.01% +4 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 250 $49.6K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 245 $48.6K <0.01% +60 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 245 $48.6K <0.01% +27 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 234 $46.4K 0.05% +1 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 214 $42.5K <0.01% -41 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 209 $41.5K <0.01% +9 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 195 $38.7K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 192 $38.1K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 187 $37.1K <0.01% +28 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 185 $36.9K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 181 $35.9K <0.01% -130 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 167 $33.1K <0.01% +2 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 162 $32.1K <0.01% -2,382 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 161 $31.9K 0.01% -21 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 158 $31.3K 0.02% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 144 $28.6K 0.01% +15 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 142 $28.2K <0.01% -19 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 141 $28K <0.01% 0 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 139 $27.6K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 130 $25.8K 0.01% +1 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 118 $23.4K <0.01% +11 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 116 $23K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 113 $22.5K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 122 $22.4K <0.01% -53 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 109 $21.6K <0.01% +14 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 108 $21.4K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 107 $21.2K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 109 $21K <0.01% +7 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 105 $20.8K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 93 $18.4K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 89 $17.7K <0.01% -83 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 81 $16.1K <0.01% 0 13F-HR Timeline Group TOBAM More: the full row for TOBAM 80 $16K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 74 $14.7K <0.01% +68 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 74 $14.7K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 74 $14.7K 0.01% +37 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 73 $14.5K 0.01% +40 13F-HR/A Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 73 $14.5K 0.01% -22 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 71 $14.1K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 69 $13.7K 0.01% -1,077 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 73 $13.6K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 67 $13.3K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 64 $12.7K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 63 $12.5K <0.01% -1 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 61 $12.1K <0.01% 0 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 59 $12K <0.01% -2 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 57 $11.3K <0.01% -23 13F-HR/A Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 55 $10.9K <0.01% 0 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 55 $10.9K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 54 $10.7K <0.01% +6 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 53 $10.5K 0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 52 $10.3K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 48 $9.52K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 48 $9.52K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 47 $9.32K <0.01% -196 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 49 $9.13K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 44 $8.73K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 44 $8.73K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 43 $8.55K <0.01% -3 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 41 $8.13K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 39 $7.74K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 39 $7.74K <0.01% -10 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 32 $6.35K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 32 $6.35K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 32 $6.35K <0.01% +1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 32 $6.31K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 31 $6.15K <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 27 $5.36K <0.01% 0 13F-HR Timeline Group HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 26 $5.16K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 25 $4.96K <0.01% -19 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 25 $4.96K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 23 $4.56K <0.01% +1 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 23 $4.56K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 22 $4.36K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 22 $4.36K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 21 $4K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 20 $3.97K <0.01% 0 13F-HR Timeline Group TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 20 $3.97K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 19 $3.77K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 19 $3.77K <0.01% -30 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 19 $3.77K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 18 $3.57K <0.01% +2 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 18 $3.55K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 17 $3.37K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 16 $3.17K <0.01% -40 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 14 $2.81K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13 $2.58K <0.01% +5 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 12 $2.45K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 12 $2.38K <0.01% +6 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12 $2.38K <0.01% +11 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 12 $2K <0.01% +3 13F-HR/A Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 11 $2K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 10 $1.98K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10 $1.98K <0.01% -7 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9 $1.78K <0.01% +2 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 8 $1.59K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 8 $1.59K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 7 $1.39K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6 $1.25K <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. 6 $1.19K <0.01% -39 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 6 $1.19K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 5 $1K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $992 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $992 <0.01% +3 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4 $793 <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4 $793 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3 $596 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3 $596 <0.01% -2 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 3 $595 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $595 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $551 <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2 $397 <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2 $397 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2 $397 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1 $199 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $199 <0.01% 0 13F-HR Timeline