FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 26,770 $733K <0.01% +26,589 13F-HR Timeline Group Ninepoint Partners LP More: the full row for Ninepoint Partners LP 26,311 $720K 0.06% -5,139 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 26,185 $717K <0.01% -102,491 13F-HR Timeline Group CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 26,120 $715K 0.02% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 25,365 $694K 0.01% -1,241 13F-HR Timeline Group LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 25,000 $684K 0.01% -629,090 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 23,718 $649K <0.01% +6,021 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 23,620 $647K <0.01% +6,560 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 23,594 $646K 0.03% -34,288 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 23,260 $637K 0.11% +768 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 23,152 $634K 0.04% -43,191 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 22,896 $627K <0.01% +12,241 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22,385 $613K <0.01% +4,755 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 21,626 $592K 0.02% -349 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 21,142 $577K <0.01% 0 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 20,844 $571K <0.01% -1,006 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 20,750 $568K 0.04% 0 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 20,400 $559K 0.06% new 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 20,363 $558K <0.01% +1,021 13F-HR Timeline Group Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 20,197 $553K +337 Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 20,097 $550K 0.13% -4,445 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 20,000 $548K 0.02% new 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 19,868 $544K 0.12% -195 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 19,658 $538K 0.07% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 19,218 $526K 0.02% -11,747 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 18,704 $512K <0.01% -22,899 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 18,503 $507K <0.01% -4,750 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 18,224 $499K <0.01% -5,694 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 18,191 $498K <0.01% +454 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 18,100 $496K <0.01% -300 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 17,846 $489K 0.05% +995 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 17,804 $487K 0.01% -315 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 17,765 $486K <0.01% +6,247 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 17,797 $486K <0.01% -71,359 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 17,673 $484K <0.01% +6,848 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 17,366 $475K 0.03% new 13F-HR/A Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 17,222 $472K <0.01% -3,810 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 16,666 $456K 0.27% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 16,636 $455K 0.02% new 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 16,500 $452K 0.28% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 16,296 $446K 0.01% new 13F-HR Timeline Group DDD Partners, LLC More: the full row for DDD Partners, LLC 16,275 $446K 0.03% new 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 15,756 $431K <0.01% -2,438 13F-HR Timeline Group Legato Capital Management LLC More: the full row for Legato Capital Management LLC 15,371 $421K 0.03% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 15,352 $420K <0.01% +348 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 15,115 $414K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 14,607 $400K <0.01% -2,394 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 14,471 $396K 0.01% -21,398 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 14,394 $394K <0.01% +632 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 14,222 $389K <0.01% +2,461 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 13,276 $363K 0.01% -290 13F-HR Timeline X ADVISORS, LLC More: the full row for X ADVISORS, LLC 15,843 $362K 0.96% 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 13,150 $360K 0.03% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 12,982 $355K <0.01% new 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 12,799 $350K <0.01% -620 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 12,449 $341K 0.11% -1,092 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 12,420 $340K 0.02% +300 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 12,037 $330K <0.01% -25 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,026 $329K <0.01% +1,059 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 11,950 $327K <0.01% 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,918 $326K 0.01% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 11,840 $324K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 11,796 $323K <0.01% -497 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 11,724 $321K <0.01% -1,872 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,611 $318K 0.01% -6,338 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,501 $315K <0.01% -778 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 11,315 $310K 0.21% +59 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 11,311 $310K <0.01% -1,937 13F-HR Timeline Group LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 11,000 $301K 0.16% 0 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 10,700 $293K <0.01% new 13F-HR Timeline Group VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 10,300 $282K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 10,307 $282K <0.01% 0 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 9,833 $269K 0.03% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,721 $266K <0.01% new 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 9,691 $265K <0.01% -1,271 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 9,669 $265K <0.01% +900 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,567 $262K <0.01% new 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9,474 $259K <0.01% +1,267 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,428 $258K <0.01% new 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 9,425 $258K <0.01% -10,000 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 9,308 $255K 0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,225 $253K 0.01% +1,900 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,025 $247K 0.01% -1,057 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 8,970 $246K 0.08% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 8,714 $239K 0.01% -800 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,611 $236K <0.01% new 13F-HR/A Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 25,500 $233K 0.1% +500 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 8,472 $232K <0.01% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 8,315 $228K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,212 $225K <0.01% +7,467 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 8,079 $221K <0.01% -883 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 8,026 $220K 0.05% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,124 $218K <0.01% -1,012 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,936 $217K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,889 $216K <0.01% -308 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,842 $215K 0.02% +5,180 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,779 $213K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,726 $212K <0.01% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,720 $211K 0.01% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 7,699 $211K 0.32% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 7,565 $207K <0.01% -19,060 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 9,000 $206K 0.07% -9,000 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 7,398 $203K 0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,387 $202K <0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,325 $201K 0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,310 $200K <0.01% new 13F-HR Timeline Group SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 6,640 $182K 0.07% -4,864 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 6,392 $175K <0.01% -6,009 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,229 $171K <0.01% -3,331 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,875 $163K 0.01% 0 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. 5,174 $142K <0.01% -550 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 4,909 $134K 0.07% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,887 $134K <0.01% +72 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,734 $130K <0.01% +3,000 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,544 $124K <0.01% +2,148 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 3,875 $108K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,400 $93.1K 0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,261 $89.3K <0.01% -8,338 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3,000 $82.1K 0.02% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,959 $81K 0.01% +205 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,913 $79.8K <0.01% +48 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 5,372 $77K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,669 $73.1K <0.01% -326 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 2,600 $71.2K 0.1% new 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 5,974 $70K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,521 $69K <0.01% +2,234 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 2,500 $68.5K 0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,384 $65.3K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,372 $64.9K <0.01% +275 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,065 $56.5K <0.01% +300 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,987 $54.4K 0.01% -349 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,928 $52.8K <0.01% +395 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,874 $51.3K <0.01% -83 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,772 $48.5K 0.01% +357 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,670 $45.7K <0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 1,661 $45.5K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,598 $43.8K <0.01% -6,161 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,500 $41.1K 0.02% +100 13F-HR/A Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,493 $40.9K <0.01% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 1,485 $40.7K <0.01% -40,093 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,500 $35.9K 0.01% -16,335 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,250 $34.2K <0.01% 0 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 1,201 $33K <0.01% new 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,185 $32.4K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,121 $32K <0.01% +1,020 13F-HR Timeline Group Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 1,104 $30.2K <0.01% 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,055 $28.9K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,027 $28.1K <0.01% +75 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,000 $27.4K <0.01% +500 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 1,000 $27.4K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 774 $21.2K <0.01% +123 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 739 $20.2K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 682 $18.7K <0.01% +148 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 600 $16.4K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 575 $15.7K <0.01% +75 13F-HR Timeline Quarry LP More: the full row for Quarry LP 554 $15.2K <0.01% +458 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 550 $15.1K <0.01% 0 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 538 $14.7K <0.01% -430 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 532 $14.6K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 477 $13.1K <0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 460 $13K 0.01% -60 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 458 $12.5K <0.01% +41 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 443 $12.1K <0.01% +183 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 409 $11.2K 0.01% +144 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 373 $10.2K <0.01% +9 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 364 $9.97K <0.01% +144 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 360 $9.86K <0.01% +19 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 333 $9.12K <0.01% +61 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 345 $8.27K <0.01% +20 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 265 $7.26K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 250 $6.84K <0.01% 0 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 233 $6.38K 0.01% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 260 $6.24K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 226 $6.19K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 202 $5.53K <0.01% +2 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 200 $5.48K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 199 $5.45K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 189 $5.17K <0.01% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 170 $4.66K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 160 $4.38K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 156 $4.27K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 153 $4.19K <0.01% +54 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 152 $4.16K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 145 $3.97K <0.01% new 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 141 $3.86K <0.01% +64 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 116 $3.18K <0.01% +24 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 116 $3.17K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 92 $2.52K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 90 $2.46K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 84 $2.3K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 80 $2.19K <0.01% +20 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 71 $1.94K <0.01% +7 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 90 $1.91K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 68 $1.86K <0.01% -26 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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