American Trust More: the full row for American Trust 4,898 $294K 0.02% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 4,824 $290K 0.05% +141 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,819 $289K 0.08% 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,819 $289K 0.11% -42 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,776 $287K 0.01% +338 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,772 $286K <0.01% +1,341 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,770 $286K 0.05% +358 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,769 $286K <0.01% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,718 $283K <0.01% 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 4,711 $283K 0.04% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 4,683 $281K 0.02% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,662 $280K 0.14% -50 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,631 $278K <0.01% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 4,606 $276K 0.03% +25 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,605 $276K 0.01% +36 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 4,548 $273K 0.61% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,557 $272K 0.02% +18 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,472 $268K 0.05% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,263 $267K 0.01% -264 13F-HR Timeline Group CenterBook Partners LP More: the full row for CenterBook Partners LP 4,418 $265K 0.01% -3,319 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,403 $264K <0.01% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,250 $264K 0.01% -41 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,367 $262K <0.01% +101 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,344 $261K 0.06% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,326 $260K <0.01% -8,386 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,319 $259K <0.01% +8 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,274 $257K 0.01% -45,924 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,246 $255K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,162 $250K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,150 $249K 0.06% +1,379 13F-HR/A Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,125 $248K 0.02% -12 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,110 $247K <0.01% +1,183 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,094 $246K <0.01% +74 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,088 $245K 0.01% -224 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 4,084 $245K 0.22% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,068 $244K 0.01% +1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,059 $244K 0.01% -29,705 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,040 $242K <0.01% +18 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,039 $242K 0.05% -1,277 13F-HR/A Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,928 $236K 0.01% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 3,918 $235K 0.23% 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,910 $235K 0.01% +308 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,900 $234K 0.02% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,898 $234K 0.02% +98 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 3,885 $233K 1.48% 0 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 3,871 $232K 0.11% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,629 $230K 0.06% -1,185 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,792 $228K <0.01% -1,032 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,782 $227K <0.01% +446 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 3,750 $225K 0.27% -7,580 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,707 $222K <0.01% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 3,700 $222K 0.01% new 13F-HR Timeline Group M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,652 $219K 0.13% -1,297 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,635 $218K <0.01% -2,883 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,611 $217K 0.07% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,587 $215K <0.01% -4,550 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,567 $214K 0.01% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,557 $213K 0.13% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,529 $212K <0.01% 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,514 $211K 0.12% -894 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,505 $210K <0.01% new 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 3,504 $210K 0.05% new 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 3,467 $208K 0.01% new 13F-HR Timeline Group PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,451 $207K 0.16% +10 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,423 $205K 0.01% +3 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,436 $204K 0.02% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,398 $204K 0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,395 $204K <0.01% new 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,384 $203K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,389 $203K 0.01% +289 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,351 $201K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,347 $201K <0.01% -386 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,275 $197K 0.01% new 13F-HR/A Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,212 $193K <0.01% +3 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,179 $191K 0.03% -9,653 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,175 $191K 0.05% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,151 $189K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $187K 0.14% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,109 $187K 0.03% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,039 $182K 0.01% +2,075 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,024 $182K 0.08% +2,748 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,734 $170K 0.13% 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 2,656 $159K 0.05% +36 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,638 $158K 0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 2,601 $156K 0.23% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,562 $154K -1,301 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,299 $138K <0.01% +1,001 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,293 $138K 0.01% +183 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,225 $134K 0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,109 $127K <0.01% +1,583 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,000 $120K <0.01% 0 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,997 $120K 0.09% +1,847 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,968 $118K 0.04% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,797 $108K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,784 $107K <0.01% +23 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,610 $96.6K <0.01% +72 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,562 $93.8K <0.01% +243 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,484 $89.1K 0.01% -52 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,465 $88K 0.06% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,341 $80.5K <0.01% -87 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,329 $79.8K 0.06% +9 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 1,300 $78K <0.01% new 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,304 $78K <0.01% +544 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,270 $76.2K 0.02% +36 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,268 $76.1K 0.03% new 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,298 $75K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,138 $68.3K <0.01% +344 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,066 $65K 0.05% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,002 $60.1K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 980 $58.8K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 967 $58.1K <0.01% +806 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 942 $56.5K <0.01% +43 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 926 $55.1K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 907 $54.5K <0.01% +52 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 906 $54.4K 0.01% 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 844 $50.7K 0.04% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 820 $49.2K 0.04% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 818 $49.1K 0.03% +47 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 820 $49K <0.01% +450 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 813 $48.8K 0.01% +50 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 782 $46.9K <0.01% +251 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 762 $45.7K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 740 $44.4K 0.01% +450 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 708 $42.6K <0.01% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 618 $37.1K 0.03% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 605 $36.3K 0.02% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 552 $33.1K <0.01% -141 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 552 $33.1K <0.01% -249 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 545 $32.7K <0.01% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 500 $30K 0.03% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 494 $29.6K <0.01% +92 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 470 $28.2K <0.01% +36 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 459 $27.6K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 421 $26.5K <0.01% +354 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 435 $26.1K <0.01% -3,954 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 420 $25.2K <0.01% new 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 409 $24.5K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 404 $24.2K <0.01% +73 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 396 $23.8K <0.01% +24 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 370 $22.2K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 367 $22K 0.02% 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 369 $22K 0.02% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 326 $20K 0.01% -527 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 315 $18.9K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 306 $18.4K <0.01% +36 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 311 $18.3K <0.01% -12 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 294 $17.3K <0.01% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 286 $17.2K 0.01% 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 274 $16.6K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 262 $15.7K <0.01% +32 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 246 $14.8K <0.01% +75 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 246 $14.8K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 244 $14.6K 0.01% +9 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 241 $14.5K 0.01% +49 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 241 $14.5K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 231 $13.9K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 228 $13.7K <0.01% +4 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 224 $13.4K <0.01% +50 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 224 $13.4K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 204 $13.2K 0.01% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 215 $12.9K <0.01% +187 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 200 $12K 0.01% 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 199 $12K <0.01% +1 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 195 $11.7K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 182 $10.9K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 178 $10.7K <0.01% +1 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 176 $10.6K <0.01% -554 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 170 $10.2K <0.01% +25 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 168 $10.1K <0.01% +20 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 163 $9.78K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 162 $9.72K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 162 $9.72K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 158 $9.48K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 138 $8.28K <0.01% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 125 $7.5K <0.01% new 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 122 $7.32K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 103 $6.18K 0.01% 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 102 $6.12K <0.01% +37 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 102 $6.12K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 101 $6.06K <0.01% +15 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 110 $6K <0.01% +15 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 96 $5.76K <0.01% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 93 $5.6K 0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 90 $5.4K <0.01% +14 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 88 $5.31K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 88 $5.28K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 79 $4.74K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 75 $4.5K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 72 $4.32K <0.01% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 71 $4.26K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 68 $4.08K <0.01% -7 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 67 $4.02K <0.01% +10 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 65 $3.9K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 63 $3.78K <0.01% +3 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 62 $3.72K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 60 $3.6K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 60 $3.6K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 55 $3.3K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 53 $3.18K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 53 $3.18K <0.01% 0 13F-HR Timeline