Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,727 $377K 0.26% +36 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,715 $376K 0.01% -3,125 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,693 $374K <0.01% -56,997 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,668 $371K 0.01% -157 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,545 $359K 0.17% +34 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,541 $358K 0.16% -2,527 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 3,516 $356K 0.1% new 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 3,458 $350K 0.23% +343 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,453 $350K 0.01% +63 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,442 $348K 0.12% +228 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 3,406 $345K 0.1% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,335 $337K 0.24% +44 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,330 $337K 0.03% +119 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 3,302 $334K 0.06% -662 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,294 $333K 0.01% -198 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 328,600 $329K 0.47% +325,383 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,221 $326K 0.01% -318 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,200 $324K 0.08% +1,245 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,159 $320K <0.01% +500 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,145 $318K 0.03% -1,059 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,110 $314K <0.01% -47,387 13F-HR Timeline Group Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 3,088 $312K <0.01% -141 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 3,074 $311K <0.01% -11,409 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,062 $310K 0.02% +23 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,047 $308K <0.01% +270 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,858 $289K 0.03% +28 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,831 $286K 0.14% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,825 $286K <0.01% +203 13F-HR/A Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,595 $278K 0.09% +66 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,744 $278K 0.01% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,744 $278K <0.01% -67 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,732 $276K 0.13% +26 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 2,716 $275K <0.01% -147,944 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,712 $274K 0.04% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,685 $272K 0.01% +32 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,662 $269K <0.01% +36 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,644 $268K 0.01% +496 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,584 $261K <0.01% -173 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,577 $261K 0.02% -389 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,566 $260K <0.01% +189 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,566 $260K <0.01% +28 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,561 $259K 0.01% -1,172 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 2,555 $258K <0.01% +165 13F-HR Timeline Group Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,548 $258K 0.19% -97 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,538 $257K 0.02% +24 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,515 $254K <0.01% -67 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2,513 $254K 0.11% +219 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,504 $253K 0.06% +121 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 2,503 $253K 0.01% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,485 $251K <0.01% -3,446 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,519 $251K 0.12% -102 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,473 $247K 0.01% -122 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,440 $247K 0.01% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,435 $246K 0.04% -4,293 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,418 $245K 0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,408 $244K 0.01% new 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,398 $243K 0.03% +693 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,363 $239K <0.01% -14 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,353 $238K -185 Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,237 $226K 0.02% new 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 2,222 $225K 0.03% -100 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,220 $225K <0.01% -891 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 2,213 $224K 0.01% +22 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,209 $223K 0.01% -147 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 2,204 $223K <0.01% -150,181 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,195 $222K <0.01% +901 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,188 $221K 0.04% -117 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,181 $221K <0.01% +20 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,160 $219K 0.01% new 13F-HR Timeline Group Laurion Capital Management LP More: the full row for Laurion Capital Management LP 2,133 $216K 0.02% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,120 $214K 0.02% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,109 $213K 0.01% new 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,105 $213K 0.07% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,105 $213K 0.03% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,088 $211K 0.01% -242 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,077 $210K 0.01% +20 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,077 $210K 0.02% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,077 $210K <0.01% +20 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,076 $210K 0.08% new 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 2,069 $209K 0.04% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,069 $209K 0.03% -2,259 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,064 $209K <0.01% new 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,014 $204K 0.01% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,988 $201K 0.01% -5,289 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,980 $200K 0.01% -178 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,945 $198K <0.01% +696 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,931 $195K 0.07% +18 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,928 $195K <0.01% -122,506 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,868 $189K <0.01% -247 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,831 $185K <0.01% +16 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,820 $184K 0.02% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,802 $182K 0.14% +12 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,708 $173K 0.05% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,694 $171K 0.01% +539 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,675 $169K 0.1% +16 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,574 $159K 0.02% +15 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,551 $157K 0.01% +13 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,486 $150K 0.01% +709 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) 1,482 $150K <0.01% -784 13F-HR Timeline Group CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,477 $149K 0.14% -89 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,446 $146K 0.01% +14 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 1,361 $138K <0.01% -4,040 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,356 $137K <0.01% +10 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,261 $128K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,255 $127K 0.01% +12 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,236 $125K 0.01% +12 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,187 $120K 0.01% +281 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,155 $117K 0.01% +20 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,143 $116K 0.01% +11 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,125 $114K <0.01% +942 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,079 $109K 0.01% +73 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,059 $107K 0.01% +14 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,043 $106K <0.01% +180 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,016 $103K <0.01% +9 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 957 $96.8K <0.01% +13 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 897 $90.8K <0.01% +588 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 793 $80.2K 0.01% +12 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 788 $79.7K 0.01% +517 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 769 $77.8K 0.03% +7 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 768 $77.7K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 727 $74.2K 0.04% -479 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 682 $69K <0.01% -22 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 644 $65.2K <0.01% 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 637 $64.4K <0.01% -133,392 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/ 624 $63.1K <0.01% -3,294 13F-HR/A Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 602 $61K <0.01% -16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 592 $59.9K <0.01% -67 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 569 $57.6K <0.01% +248 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 522 $52.8K 0.01% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 503 $50.9K 0.01% +59 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 480 $49K <0.01% +465 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 473 $47.8K 0.01% +105 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 452 $45.7K 0.01% +8 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 440 $44.5K 0.02% new 13F-HR/A Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 433 $43.8K <0.01% +259 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 423 $42.8K 0.01% +4 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 414 $41.9K <0.01% +4 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 412 $41.7K <0.01% +4 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 383 $38.7K 0.02% +2 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 383 $38.7K <0.01% +151 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 370 $37.4K <0.01% +3 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 355 $35.9K <0.01% -7,128 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 351 $35.5K <0.01% -3 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 339 $34.3K 0.01% +67 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 329 $33.3K <0.01% +3 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 325 $32.9K <0.01% +3 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 316 $32K <0.01% +1 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 314 $32K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 310 $31.4K <0.01% +3 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 303 $30.7K 0.01% -45 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 292 $30K <0.01% -531 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 284 $29K <0.01% +11 13F-HR Timeline Group TOBAM More: the full row for TOBAM 282 $29K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WealthCollab, LLC More: the full row for WealthCollab, LLC 286 $28.9K 0.02% +2 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 276 $28K 0.02% +4 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 267 $27K <0.01% -159 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 266 $26.9K <0.01% -3,191 13F-HR/A Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 246 $24.9K 0.01% +62 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 243 $24.6K <0.01% +48 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 240 $24.3K <0.01% -25 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 232 $23.5K 0.02% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 215 $21.8K <0.01% -316 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 214 $21.7K <0.01% +24 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 207 $20.9K 0.01% +2 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 202 $20.4K <0.01% +1 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 197 $19.9K 0.01% +1 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 179 $18.1K <0.01% +1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 171 $17.3K <0.01% -152 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 165 $16.7K <0.01% +36 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 155 $15.7K <0.01% new 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 154 $15.6K <0.01% +1 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 153 $15.5K <0.01% +1 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 147 $14.9K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 145 $14.7K <0.01% +35 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 145 $14K <0.01% +19 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 125 $13.1K 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. 129 $13.1K <0.01% -143 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $13.1K <0.01% -733 13F-HR Timeline Amount filed as zero, left out of ratios. MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 129 $13.1K 0.02% 0 13F-HR/A Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 125 $12.6K 0.01% +3 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 123 $12.4K <0.01% +1 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 108 $10.9K <0.01% +2 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 102 $10.3K <0.01% +1 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 100 $10.1K <0.01% 0 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 99 $10K <0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 105 $10K <0.01% +1 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 87 $9K <0.01% 0 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 88 $8.9K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 84 $8.5K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 80 $8.09K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 75 $7.59K <0.01% +52 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 70 $7.08K <0.01% new 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 65 $6.58K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 64 $6.47K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 63 $6.43K <0.01% +8 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. 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