SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,131 $355K 0.01% -71 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,122 $352K 0.01% -564 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,122 $352K 0.02% -77 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,109 $351K <0.01% +508 13F-HR Timeline Group Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,118 $351K 0.09% +56 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 1,111 $349K 0.16% +61 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,102 $346K 0.01% +97 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 1,101 $346K <0.01% +217 13F-HR Timeline Group Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,100 $345K 0.04% -730 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,098 $345K 0.07% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,059 $332K 0.01% +240 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,058 $332K 0.01% -114 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 1,044 $328K <0.01% -6,232 13F-HR/A Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,034 $324K 0.19% -21 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,030 $323K 0.02% -86 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,010 $317K <0.01% +5 13F-HR Timeline Group Fractal Investments LLC More: the full row for Fractal Investments LLC 1,000 $314K 0.04% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 993 $312K 0.02% +27 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 979 $307K 0.03% -1,067 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 979 $307K 0.08% +5 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 976 $306K 0.02% new 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 974 $306K 0.01% -41 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 974 $306K +10 Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 970 $304K 0.04% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 967 $304K <0.01% +4 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 956 $300K 0.04% +17 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 948 $298K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 942 $296K 0.03% +1 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 934 $293K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 929 $292K <0.01% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 927 $291K 0.06% +68 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 920 $289K 0.04% +508 13F-HR/A Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 919 $288K <0.01% -9 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 897 $288K <0.01% -10 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 918 $288K 0.01% -15 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 900 $283K 0.03% 0 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 900 $283K <0.01% -300 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 890 $279K 0.03% -199 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 886 $278K 0.03% -101 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 865 $272K 0.05% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 860 $270K 0.01% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 850 $267K 0.01% -284 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 849 $266K 0.01% -1 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 821 $258K 0.01% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 816 $256K <0.01% +34 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 815 $256K 0.02% +1 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 810 $254K 0.03% -3,236 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 808 $254K <0.01% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 800 $251K 0.01% -200 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 796 $250K 0.01% +79 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 794 $249K 0.23% -9 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 793 $249K <0.01% +121 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 778 $244K 0.01% +277 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 774 $243K 0.01% -559 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 769 $241K 0.17% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 762 $239K <0.01% +20 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 752 $236K 0.06% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 750 $235K 0.1% -50 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 742 $233K 0.05% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 736 $231K 0.01% +95 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 725 $228K 0.01% 0 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 719 $226K 0.17% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 718 $225K 0.02% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 706 $222K <0.01% -50 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 690 $217K <0.01% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 708 $213K 0.06% -17 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 670 $210K 0.07% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 650 $204K <0.01% +95 13F-HR/A Timeline OSSIAM More: the full row for OSSIAM 587 $184K <0.01% +438 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 555 $174K <0.01% +84 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 540 $170K <0.01% -104 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 510 $161K 0.01% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 500 $157K 0.01% 0 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 455 $143K 0.03% -940 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 453 $142K <0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 399 $125K 0.02% -160 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 389 $122K <0.01% +274 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 380 $119K <0.01% -314 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 317 $117K 0.01% +284 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 368 $116K <0.01% +84 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 340 $112K <0.01% +33 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 340 $107K <0.01% -30 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 332 $104K <0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 332 $104K 0.03% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 331 $104K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 319 $100K <0.01% +7 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 298 $93.4K <0.01% +100 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 287 $90K <0.01% -114 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 280 $87.9K <0.01% +28 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 280 $87.6K 0.04% +53 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 274 $86K <0.01% +15 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 244 $76K 0.04% -23 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 234 $73.5K <0.01% -1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 230 $72.9K 0.01% -48 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 230 $72K <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 227 $71K <0.01% +165 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 222 $69.7K 0.01% +5 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 217 $68.1K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 218 $68K 0.01% -11 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 216 $67.8K 0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 214 $67.2K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 201 $62.9K 0.01% +48 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 188 $59K 0.02% -62 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 186 $58.4K 0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 174 $54.6K <0.01% -13 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 167 $52.4K <0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 158 $49.6K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 150 $47.1K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 139 $43.6K <0.01% +44 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 137 $43K 0.01% -728 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 109 $34.2K <0.01% +3 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 104 $32.6K <0.01% -120 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 100 $31.4K <0.01% 0 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 100 $31.4K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 100 $31.4K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 98 $30.7K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 88 $27.6K <0.01% +71 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 88 $27.6K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 85 $26.7K <0.01% +2 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 83 $26K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 80 $25.1K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 71 $22K 0.01% +12 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 69 $21.7K <0.01% +37 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 68 $21.3K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 64 $20.1K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 60 $18.8K <0.01% +2 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 60 $18.8K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 56 $17.6K <0.01% +12 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 53 $16.7K <0.01% 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 50 $15.7K <0.01% -36 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 49 $15.4K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 47 $14.8K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 45 $14.1K <0.01% +5 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 44 $13.8K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 42 $13.2K <0.01% -15 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 38 $11.9K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 36 $11.3K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 35 $11.2K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 39 $11.2K <0.01% new 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 34 $10.7K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 34 $10.7K <0.01% -3 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 32 $10K <0.01% -13 13F-HR Timeline Group Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 30 $9.42K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 29 $9.11K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 29 $9.1K <0.01% +26 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 26 $8.16K <0.01% -6 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 24 $7.53K <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 21 $6.59K <0.01% +20 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 18 $5.65K <0.01% +9 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 18 $5.65K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 18 $5.65K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 17 $5.34K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 17 $5.34K <0.01% -24 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 16 $5.05K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $5.02K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 16 $5.02K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 16 $5.02K <0.01% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 15 $4.71K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12 $3.77K <0.01% -10 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 12 $3.77K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 11 $3.48K <0.01% -3 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 11 $3.45K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 11 $3.45K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11 $3.45K <0.01% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 11 $3.45K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 10 $3.14K <0.01% -7 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 10 $3.14K <0.01% -3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10 $3.14K <0.01% +3 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 12 $3K <0.01% +2 13F-HR/A Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 9 $2.83K <0.01% 0 13F-HR/A Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9 $2.83K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 9 $2.83K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8 $2.51K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 8 $2.51K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8 $2.51K <0.01% +6 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8 $2.51K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 8 $2.31K <0.01% -3 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7 $2.2K <0.01% -6 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 7 $2.2K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 7 $2.2K <0.01% -4 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7 $2K <0.01% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6 $1.91K <0.01% -2 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 6 $1.88K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5 $1.57K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 5 $1.57K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $1.26K <0.01% +3 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4 $1.26K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $1.26K <0.01% +3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $1.25K <0.01% +2 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $1.14K <0.01% +2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3 $942 <0.01% +2 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3 $942 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $942 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $942 <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 3 $942 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2 $672 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2 $630 <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2 $628 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2 $628 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 2 $628 <0.01% 0 13F-HR Timeline