Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 19,621 $1.34M 0.37% -275 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 19,440 $1.32M <0.01% +9,077 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 18,550 $1.26M <0.01% +7,528 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 18,446 $1.26M 0.05% +10,710 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 18,081 $1.23M 0.02% +3,013 13F-HR Timeline Group DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 18,013 $1.23M 0.7% +1 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,583 $1.2M <0.01% +4,474 13F-HR Timeline Group KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 17,532 $1.19M 0.65% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 17,457 $1.19M 0.08% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 17,395 $1.18M 0.01% -3,332 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 17,213 $1.17M <0.01% +5,424 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 16,873 $1.15M 0.01% new 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 16,879 $1.15M 0.2% +9,179 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 16,635 $1.13M <0.01% -22,702 13F-HR Timeline Group Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 16,252 $1.11M 0.88% -700 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 16,186 $1.1M <0.01% +1,680 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,177 $1.1M <0.01% +4,451 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 15,909 $1.08M <0.01% -70,114 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 15,745 $1.07M <0.01% 0 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 15,659 $1.07M 0.03% +1,136 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 14,800 $1.01M 0.03% 0 13F-HR/A Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 14,747 $1M 0.05% -1,302 13F-HR/A Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 14,008 $953K <0.01% +709 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 14,006 $953K <0.01% +1,650 13F-HR Timeline Group IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 13,962 $950K 0.02% -5,766 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 13,010 $885K 0.22% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,006 $885K 0.03% +34 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 12,480 $849K 0.21% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,712 $797K 0.01% -1,483 13F-HR Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 11,572 $787K <0.01% new 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. 11,131 $757K <0.01% -111,941 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 10,997 $748K 0.03% -1,053 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,557 $718K 0.01% -664 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,411 $708K 0.01% +91 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 10,250 $698K 0.16% -1,000 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 10,228 $696K 0.11% +2,384 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,058 $684K <0.01% +1,677 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 10,020 $682K 0.01% new 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,007 $681K <0.01% -1,252 13F-HR Timeline Group PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 10,000 $680K 0.07% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 9,933 $676K 0.01% +595 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 9,826 $669K 0.01% +1,985 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,772 $665K 0.01% new 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 9,623 $655K 0.01% +6,092 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 9,223 $628K -2,468 Timeline Argent Trust Co More: the full row for Argent Trust Co 9,163 $624K 0.02% +1,011 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 9,155 $623K <0.01% +1,008 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8,927 $607K 0.02% -2,926 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 8,852 $602K 0.29% +5 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 8,767 $597K 0.02% -1,520 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,717 $593K <0.01% -4 13F-HR Timeline Group LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 8,343 $568K 0.2% new 13F-HR Timeline De Lisle Partners LLP More: the full row for De Lisle Partners LLP 8,000 $544K 0.08% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 8,000 $540K <0.01% +8,000 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,913 $538K <0.01% +64 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 7,816 $532K 0.01% -1,355 13F-HR Timeline Group Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 7,752 $528K 0.45% -5,743 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 7,702 $520K 0.01% +3,850 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 7,200 $490K 0.08% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,783 $487K <0.01% +1,388 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 7,135 $485K <0.01% -2,073,512 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 7,000 $476K 0.06% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,725 $458K 0.03% +1,886 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,541 $445K 0.01% +214 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,500 $442K 0.01% +138 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/ 6,502 $442K <0.01% +1,586 13F-HR/A Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 6,425 $437K 0.04% +1 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 6,373 $434K 0.01% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 6,300 $429K 0.17% +800 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,025 $410K 0.01% +96 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 6,000 $408K 0.24% -1,000 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,988 $407K <0.01% -2,037 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 5,919 $403K <0.01% -4,913 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,890 $401K 0.03% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,518 $384K <0.01% -6,848 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,639 $384K <0.01% -18 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 5,450 $368K 0.01% +1,004 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 5,400 $367K <0.01% +900 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 5,381 $366K <0.01% +1,521 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 5,343 $364K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,335 $363K 0.01% 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,985 $339K <0.01% -2,137 13F-HR Timeline Group WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 4,965 $338K 0.07% +665 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 4,952 $337K 0.02% +370 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 4,897 $333K <0.01% new 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,816 $328K 0.01% +157 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,805 $327K <0.01% -524 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 4,662 $317K <0.01% +910 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,528 $308K 0.01% +73 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,518 $307K <0.01% new 13F-HR/A Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,498 $306K 0.07% +159 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,431 $302K <0.01% +257 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,399 $299K <0.01% -71 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 4,159 $298K <0.01% -2,831 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,356 $296K <0.01% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,325 $294K <0.01% -1,082 13F-HR/A Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,261 $290K 0.01% +911 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 4,177 $284K 0.05% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,052 $276K <0.01% +90 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,048 $275K <0.01% +427 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 4,029 $275K <0.01% -8,137 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,975 $271K 0.01% -181 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,933 $267K <0.01% -1,750 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,810 $259K 0.04% 0 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 3,664 $249K 0.01% new 13F-HR Timeline Group Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 3,604 $245K <0.01% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,540 $241K <0.01% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,400 $231K 0.2% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,358 $229K 0.02% -809 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,328 $226K 0.01% -602 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,200 $218K <0.01% new 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,185 $217K 0.01% new 13F-HR/A Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,013 $205K 0.01% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,000 $204K 0.02% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,982 $203K <0.01% -8,675 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,765 $188K 0.01% +2,553 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,744 $187K <0.01% +2,215 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 3,055 $183K 0.07% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,669 $182K <0.01% +976 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 2,410 $164K 0.02% -2,142 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,400 $163K 0.03% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,380 $162K 0.02% +1,586 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,243 $153K <0.01% -40 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,238 $152K 0.02% -12,421 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,233 $152K <0.01% +15 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,091 $142K <0.01% 0 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,852 $126K <0.01% new 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,546 $105K 0.01% new 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,545 $105K <0.01% +49 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,500 $102K <0.01% +1,000 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,491 $101K <0.01% +17 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,386 $94.3K <0.01% -15,376 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,383 $94.1K <0.01% +62 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,299 $88K <0.01% -212 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,215 $82.7K <0.01% +1 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,155 $78K <0.01% +414 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,132 $77K <0.01% +165 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,074 $73.1K <0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,040 $70.8K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,002 $68K <0.01% +971 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 677 $62.5K <0.01% -155 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 889 $60.5K 0.01% +2 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 847 $57.7K <0.01% -28,339 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 828 $56.3K <0.01% -280 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 724 $49.3K 0.01% -68 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 715 $48.7K <0.01% +558 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 674 $45.9K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 669 $45.5K <0.01% +326 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 562 $38.2K <0.01% +93 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 536 $36.5K <0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 530 $36.1K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 508 $34.6K <0.01% -44 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 493 $33.5K <0.01% +465 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 474 $32.3K <0.01% +18 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 455 $31K 0.02% -110 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 440 $29.9K <0.01% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 425 $28.9K <0.01% +21 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 338 $23K 0.01% +1 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 314 $21.4K <0.01% -21 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 312 $21.2K -4,664 Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 309 $21K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 295 $19.9K <0.01% -127 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 257 $17.5K <0.01% +59 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 250 $17K <0.01% -2,167 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 237 $16.1K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 235 $16K <0.01% -4 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 201 $14K 0.01% -92 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 137 $10.7K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 153 $10.4K <0.01% +27 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 134 $9.61K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 135 $9.19K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 142 $9K <0.01% +35 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 126 $8.57K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 105 $7.18K <0.01% +83 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 101 $6.91K <0.01% 0 13F-HR Timeline Repertoire Partners LP More: the full row for Repertoire Partners LP 100 $6.8K 0.11% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 99 $6.74K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 88 $5.99K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 78 $5.31K <0.01% +72 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 62 $4.22K <0.01% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 52 $3.54K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 44 $3K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 37 $2.52K <0.01% +37 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 37 $2.52K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 32 $2.18K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 32 $2.18K <0.01% 0 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 27 $1.84K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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