Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,782 $497K 0.01% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,762 $494K 0.01% +454 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,762 $494K 0.02% +62 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,711 $485K 0.08% -275 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,656 $475K 0.02% +44 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,642 $472K 0.03% +64 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,565 $458K <0.01% +193 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 2,525 $451K 0.01% 0 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2,500 $447K 0.01% +700 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 2,496 $446K 0.04% +875 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,477 $443K <0.01% +1,075 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,397 $428K <0.01% -276 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,334 $417K 0.03% +8 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,305 $412K 0.05% +423 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,291 $409K 0.07% -214 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,290 $409K 0.19% +997 13F-HR Timeline American Trust More: the full row for American Trust 2,276 $407K 0.03% -48 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,158 $398K 0.14% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,212 $395K 0.02% -15,298 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,204 $394K <0.01% -3,436 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,132 $381K 0.01% +681 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,127 $380K 0.01% -226 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,104 $376K 0.1% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,092 $374K 0.03% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,084 $372K 0.11% +248 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,076 $371K <0.01% +76 13F-HR Timeline Group Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 2,041 $365K 0.1% -15 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 2,038 $364K 0.04% -95 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,032 $363K 0.01% +452 13F-HR/A Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,993 $363K 0.05% new 13F-HR Timeline Group Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 2,010 $359K 0.24% -68 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,001 $358K 0.02% -31 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,000 $357K 0.01% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,988 $355K 0.16% +18 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,982 $354K 0.02% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,982 $354K 0.02% +167 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,979 $354K 0.02% +263 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,979 $354K 0.06% +150 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 1,976 $353K 0.02% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,969 $352K 0.01% -1,119 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 1,949 $348K <0.01% +452 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,936 $346K <0.01% +340 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 13,847 $346K 0.04% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,918 $343K 0.13% +149 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,908 $341K 0.14% +313 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,886 $337K 0.11% +34 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,857 $331K 0.17% +34 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,848 $330K 0.01% +1,246 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,835 $328K 0.01% +160 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,828 $327K <0.01% +446 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,817 $325K 0.02% +302 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,800 $322K 0.02% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,799 $322K 0.08% -235 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,796 $321K <0.01% +310 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 1,781 $318K 0.02% +112 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,780 $318K 0.18% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,988 $318K 0.26% -266 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,778 $318K 0.02% -28 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,775 $317K 0.13% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,766 $316K 0.02% -17,019 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,757 $314K 0.06% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,735 $310K <0.01% -12,319 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,717 $307K 0.02% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,672 $299K 0.08% +4 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,665 $298K <0.01% -20 13F-HR Timeline Group Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 1,660 $297K 0.03% 0 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,647 $294K 0.16% +58 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,643 $294K 0.06% +255 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,634 $292K +1,595 Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,575 $282K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,564 $280K 0.01% -560 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,560 $279K 0.08% +153 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,554 $278K 0.15% -802 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 1,550 $277K 0.13% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,547 $276K 0.01% +285 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,546 $276K 0.02% -33,244 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,545 $276K 0.01% +71 13F-HR Timeline Paradice Investment Management LLC in group Paradice Investment Managemen… More: the full row for Paradice Investment Management LLC 1,542 $276K 0.06% new 13F-HR Timeline Group Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 1,540 $275K 0.07% +250 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,528 $273K 0.05% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,527 $273K 0.06% +159 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,502 $268K 0.06% +130 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,501 $268K 0.01% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,484 $265K 0.02% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,474 $263K 0.01% +88 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,470 $263K 0.02% +189 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,455 $260K 0.09% +5 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 1,454 $260K 0.19% new 13F-HR/A Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,441 $258K 0.02% +130 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 1,427 $255K 0.11% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,416 $253K 0.03% -319 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,400 $250K 0.04% +150 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 1,399 $250K 0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,394 $249K 0.01% -49 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 1,373 $245K 0.16% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,368 $245K 0.15% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,363 $244K 0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,362 $243K 0.02% +21 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 1,342 $240K <0.01% -92 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,334 $238K <0.01% -151 13F-HR/A Timeline Group Optas, LLC More: the full row for Optas, LLC 1,318 $236K 0.04% +5 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 1,308 $234K 0.05% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,308 $234K 0.02% +53 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,300 $232K 0.01% +70 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 1,297 $232K <0.01% -196 13F-HR/A Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,290 $231K 0.02% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,290 $231K 0.09% +790 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,277 $228K 0.16% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,268 $227K 0.04% +4 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 1,256 $224K 0.19% +4 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,247 $223K 0.01% -10 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,245 $223K 0.06% -60 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,228 $219K 0.02% -53 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,222 $218K <0.01% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,221 $218K 0.07% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,218 $218K 0.08% -181 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,216 $217K 0.15% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,215 $217K 0.01% 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,207 $216K <0.01% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,200 $214K 0.04% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,196 $214K <0.01% new 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,196 $214K 0.05% -380 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1,182 $211K 0.03% new 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 1,177 $210K 0.09% new 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,174 $210K 0.18% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,161 $208K 0.01% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,343 $206K 0.01% +26 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,149 $205K 0.03% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,148 $205K <0.01% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,286 $201K 0.12% -973 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,124 $201K 0.03% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,106 $198K <0.01% -2,405 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,066 $191K <0.01% +521 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,065 $190K 0.03% 0 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,042 $186K 0.09% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,040 $186K 0.1% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,031 $184K <0.01% new 13F-HR Timeline Group UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,015 $181K 0.03% -18,498 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,006 $180K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,000 $179K 0.08% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,000 $178K <0.01% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 936 $167K <0.01% +493 13F-HR Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 883 $158K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 834 $149K <0.01% -556 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 832 $149K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 800 $143K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 660 $118K 0.04% new 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 650 $116K <0.01% +200 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 640 $114K <0.01% -122 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 613 $110K 0.07% -488 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 563 $101K 0.02% +132 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 559 $99.9K <0.01% +165 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 517 $92.4K 0.01% +310 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 500 $89.4K 0.06% +100 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 488 $87.2K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 475 $85K 0.01% +439 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 408 $72.9K 0.04% +54 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 377 $67.4K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 346 $61.8K <0.01% +126 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 345 $61.6K <0.01% +125 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 343 $61.3K 0.02% +146 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 333 $60.2K 0.04% +245 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 336 $60.1K <0.01% -490,177 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 320 $57.2K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 313 $56K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 302 $54K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 300 $53.6K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 298 $53.3K 0.01% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 295 $52.7K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 294 $52.5K 0.01% -11 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 285 $50.9K 0.01% -11,883 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 279 $49.9K <0.01% -58 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 250 $44.7K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 217 $39K <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 212 $37.9K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 202 $36.1K 0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 200 $36K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 200 $35.7K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 199 $35.6K <0.01% +106 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 170 $30.4K 0.01% +7 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 156 $29.3K <0.01% new 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 165 $29K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 159 $28.4K <0.01% -64 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 155 $27.7K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 148 $27.4K <0.01% +143 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 135 $24.1K <0.01% -1,998 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 124 $22.2K 0.05% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 116 $20.7K <0.01% new 13F-HR Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 116 $20.7K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 114 $20.4K <0.01% new 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 108 $19.3K <0.01% +101 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 107 $19.1K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 105 $18.8K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 100 $17.9K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 100 $17.9K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 92 $16.4K <0.01% -2 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 90 $16.1K <0.01% +27 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 90 $13.9K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 74 $13.2K <0.01% +40 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 74 $13.2K 0.01% 0 13F-HR Timeline