Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,517 $297K <0.01% -1,896 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,500 $296K <0.01% 0 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,434 $290K 0.04% 0 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 3,428 $290K 0.03% +257 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,343 $283K 0.01% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,315 $280K 0.02% -4,794 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,297 $279K <0.01% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,272 $277K <0.01% -8 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,260 $276K <0.01% -2,050 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,256 $275K 0.01% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,239 $274K <0.01% +474 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3,185 $269K 0.02% -135 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,180 $269K <0.01% -69,749 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,130 $265K 0.02% +46 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 3,123 $264K 0.07% +1,150 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,107 $263K 0.01% +390 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 3,069 $260K 0.01% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,064 $259K 0.02% -266 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,052 $258K <0.01% -158 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 3,000 $253K <0.01% +2,500 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,991 $253K <0.01% +350 13F-HR/A Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,978 $252K 0.04% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 2,960 $250K <0.01% new 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,925 $247K <0.01% -225 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 2,911 $246K 0.01% +49 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,866 $242K 0.05% +172 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,862 $242K <0.01% -3,636 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 2,831 $239K 0.13% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,816 $238K <0.01% +2,117 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 2,800 $237K 0.01% -8,806 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,769 $234K <0.01% -80 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,768 $234K 0.15% new 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 2,748 $232K 0.04% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,715 $230K <0.01% -33,069 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,710 $229K <0.01% -10,903 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,700 $229K <0.01% -1,407 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,707 $229K 0.04% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,703 $229K <0.01% -114 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,666 $225K 0.06% -21,360 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,617 $221K 0.04% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,601 $220K 0.07% -139 13F-HR Timeline Prana Capital Management, LP More: the full row for Prana Capital Management, LP 2,553 $216K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,540 $215K <0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,531 $214K 0.01% new 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,474 $209K 0.04% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,590 $208K 0.01% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,447 $207K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,424 $205K 0.03% +2,105 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,399 $203K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,350 $199K 0.11% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,216 $187K 0.01% new 13F-HR Timeline Group VIMA LLC More: the full row for VIMA LLC 2,187 $185K 0.18% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,158 $183K <0.01% +306 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,148 $182K <0.01% -19 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,068 $175K <0.01% +353 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,973 $167K <0.01% -368 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,972 $167K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,965 $166K 0.04% new 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,852 $157K <0.01% +206 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,748 $148K <0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,696 $143K <0.01% -4,777 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,536 $133K <0.01% +1,086 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,505 $127K 0.02% -927 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,493 $126K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,464 $124K <0.01% -596 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,451 $123K 0.01% +230 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,244 $105K <0.01% -611 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,243 $105K <0.01% -3,110 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,215 $103K <0.01% +2 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,092 $92.4K 0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,050 $88.8K <0.01% -9,033 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,047 $88.6K 0.04% -148 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,001 $84.7K 0.02% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 868 $73K <0.01% -33 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 811 $69K 0.04% -9 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 730 $61.7K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 724 $61.2K 0.03% +28 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 628 $53.1K <0.01% -4 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 621 $52.5K <0.01% -8,650 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 606 $51.3K 0.01% new 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 586 $49.6K <0.01% +111 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 556 $47K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 551 $46.6K <0.01% +51 13F-HR Timeline Quarry LP More: the full row for Quarry LP 529 $44.7K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 515 $43.6K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 507 $42.9K <0.01% +342 13F-HR Timeline Group Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 500 $42.3K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 483 $40.9K <0.01% +11 13F-HR Timeline Core Capital Management & Research, inc. More: the full row for Core Capital Management & Research, inc. 466 $40.1K 0.02% 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 474 $40.1K <0.01% -11,492 13F-HR Timeline Group Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 465 $39.7K 0.02% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 460 $38.9K <0.01% +3 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 428 $36.2K <0.01% -140 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 421 $35.4K <0.01% +160 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 418 $35.4K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 410 $34.7K 0.01% +15 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 400 $33.8K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 400 $33.8K 0.01% -200 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 400 $33.8K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 380 $32.1K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 363 $30.7K <0.01% -568 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 355 $30K <0.01% +1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 350 $29.6K <0.01% +51 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 3 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 350 $29.6K -201,093 Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 339 $29.3K <0.01% -111 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 338 $28.6K <0.01% -8 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 310 $26.2K <0.01% +105 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 295 $25K <0.01% +37 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 300 $24.1K 0.02% 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 250 $21.1K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 249 $21.1K <0.01% +67 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 247 $20.9K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 227 $19.7K <0.01% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 229 $19.4K 0.01% -97 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 215 $19K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 217 $18.4K <0.01% +100 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 205 $17.3K <0.01% -106 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 203 $17.2K <0.01% 0 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 196 $16.6K 0.01% -33 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 195 $16K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 182 $15.4K <0.01% +11 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 179 $15K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 171 $14.5K <0.01% 0 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 156 $13.2K <0.01% +68 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 160 $13.1K <0.01% new 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 150 $12.7K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 142 $12K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 140 $11.8K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 129 $10.9K <0.01% -2,353 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 125 $10.6K <0.01% +54 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 123 $10.4K <0.01% +7 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 121 $10.2K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 123 $10K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 116 $10K <0.01% -26 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 115 $9.73K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 115 $9.73K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 113 $9.56K <0.01% -9 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 104 $8.8K <0.01% -111 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 102 $8.63K <0.01% +15 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 100 $8.46K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 99 $8.37K <0.01% -1 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 98 $8.29K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 90 $7.61K <0.01% +36 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 90 $7.61K <0.01% +12 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 89 $7.53K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 88 $7.44K <0.01% -111 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 82 $6.94K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 81 $6.85K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 76 $6.43K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 76 $6.43K <0.01% -26 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 66 $5.58K <0.01% +33 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 65 $5.5K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 61 $5.16K <0.01% +13 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 57 $4.82K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 54 $4.57K <0.01% +51 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 52 $4.4K <0.01% +19 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 50 $4.23K <0.01% -522 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 50 $4.23K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 49 $4.14K <0.01% 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 47 $3.98K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 44 $3.72K <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 41 $3.47K <0.01% +9 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 40 $3.38K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 35 $3.04K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 34 $2.88K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 32 $2.71K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 31 $2.62K <0.01% 0 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 30 $2.54K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 28 $2.37K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 28 $2.37K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 28 $2.37K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 25 $2.12K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 25 $2.11K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 23 $1.95K <0.01% +16 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 23 $1.95K <0.01% +7 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 22 $1.86K <0.01% -35 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 22 $1.86K <0.01% -78 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 20 $1.69K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 20 $1.69K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 20 $1.69K <0.01% +19 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 19 $1.61K <0.01% -15 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 18 $1.52K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 17 $1.44K <0.01% -79 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 16 $1.35K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 15 $1.27K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 13 $1.1K <0.01% new 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 13 $1.1K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 13 $1.1K <0.01% -7 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13 $1.1K <0.01% +6 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 13 $1.1K <0.01% 0 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 12 $1.01K <0.01% 0 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 12 $1.01K <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 12 $1.01K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 19 $1K <0.01% +13 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 17 $1K <0.01% +1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 11 $930 <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 10 $846 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 10 $846 <0.01% +8 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 10 $846 <0.01% 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/ 10 $844 <0.01% -71 13F-HR Timeline Group