Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,682 $637K 0.01% +561 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,780 $622K 0.06% -1 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,744 $617K 0.02% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,573 $611K 0.03% -508 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 916 $609K 0.2% +105 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,555 $607K 0.04% -312 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,552 $606K <0.01% new 13F-HR Timeline Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 2,552 $606K 0.21% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,544 $604K <0.01% -305 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,488 $591K 0.01% -1,653 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,474 $587K 0.03% +90 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,456 $582K <0.01% +1,437 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,323 $558K 0.02% +168 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,321 $551K -3,124 Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,320 $551K 0.04% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,271 $539K 0.02% -1,158 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 2,256 $536K 0.1% -99,526 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,247 $533K 0.21% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 922 $531K 0.07% new 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,213 $525K 0.03% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,166 $514K <0.01% +118 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,118 $503K 0.05% -2,142 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/ 2,082 $494K <0.01% +1,904 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 909 $492K 0.22% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,058 $489K 0.05% +67 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,036 $483K 0.01% -2,941 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,025 $481K 0.01% +128 13F-HR Timeline Group PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 2,003 $475K 0.01% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,987 $472K 0.03% +201 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,955 $470K 0.01% -1,765 13F-HR/A Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,968 $467K 0.16% 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,914 $454K 0.09% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,909 $453K <0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,905 $452K 0.01% new 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 1,860 $442K <0.01% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,839 $437K <0.01% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 1,828 $434K <0.01% new 13F-HR Timeline Group TI-TRUST, INC More: the full row for TI-TRUST, INC 1,816 $431K 0.27% -15 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 1,815 $431K 0.01% new 13F-HR Timeline Group Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 1,756 $429K <0.01% new 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,802 $428K 0.01% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,800 $427K <0.01% +700 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,765 $425K 0.02% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,778 $422K 0.04% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,770 $420K <0.01% +811 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,742 $414K 0.01% -2,471 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 1,739 $413K 0.77% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,730 $411K 0.06% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,715 $407K 0.02% -190 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,707 $405K 0.04% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,700 $404K 0.2% -221 13F-HR Timeline REX Advisers, LLC More: the full row for REX Advisers, LLC 1,700 $404K 5.03% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,690 $401K <0.01% +495 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 1,632 $387K 0.14% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,614 $383K 0.12% +104 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,600 $380K 0.31% -766 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,572 $373K 0.01% new 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,561 $371K <0.01% 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,539 $365K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,503 $357K 0.01% +1,450 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,501 $356K 0.04% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,500 $356K 0.16% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,494 $355K 0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,489 $353K <0.01% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,485 $353K 0.12% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,478 $351K 0.01% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,449 $344K 0.07% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,437 $341K 0.02% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,435 $341K 0.01% +1,427 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,429 $339K 0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,412 $335K 0.03% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,381 $328K <0.01% -234 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,366 $324K 0.07% 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,334 $317K 0.04% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,334 $317K 0.03% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,146 $315K 0.05% new 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,330 $315K 0.05% new 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 1,286 $305K 0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,284 $305K <0.01% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,281 $304K 0.03% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 427 $303K 0.03% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,275 $303K 0.01% new 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 1,272 $302K 0.02% +84 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,271 $302K 0.02% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,267 $301K 0.05% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,266 $301K 0.02% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,260 $299K 0.01% new 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,250 $297K 0.13% +121 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,232 $292K <0.01% new 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 1,215 $288K 0.19% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,214 $288K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,209 $287K <0.01% +189 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,208 $287K <0.01% new 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 1,205 $286K 0.05% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,205 $286K 0.22% -33 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,199 $285K 0.02% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,196 $284K 0.76% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,185 $281K 0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,182 $281K <0.01% new 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,165 $277K 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,144 $272K <0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,142 $271K 0.05% -4,087 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,141 $271K 0.01% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 405 $270K 0.06% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,486 $268K <0.01% new 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,127 $268K <0.01% -936 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 1,120 $266K 0.01% new 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 1,119 $266K 0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,111 $264K <0.01% new 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,107 $263K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,099 $261K 0.02% +46 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,099 $261K 0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,085 $258K 0.03% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,085 $258K 0.01% new 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 1,084 $257K <0.01% new 13F-HR/A Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,076 $255K 0.11% -50 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,075 $255K 0.01% new 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 1,075 $255K 0.06% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,074 $255K 0.01% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,070 $254K 0.03% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,069 $254K 0.02% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,042 $247K 0.01% +48 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 1,039 $247K 0.06% 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,018 $242K 0.04% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,017 $241K 0.02% -5,964 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 1,012 $240K 1.9% 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,011 $240K <0.01% +224 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,000 $237K 0.01% 13F-HR Timeline Group ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 997 $237K 0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 994 $236K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 976 $232K <0.01% -951 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 966 $229K 0.02% new 13F-HR/A Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 965 $229K <0.01% new 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 957 $227K 0.01% new 13F-HR Timeline Group US Asset Management LLC More: the full row for US Asset Management LLC 931 $221K 0.18% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 927 $220K <0.01% +672 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 920 $218K <0.01% -1,002 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 917 $218K 0.07% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 911 $216K 0.02% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 905 $215K <0.01% new 13F-HR Timeline Group FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 899 $213K 0.08% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 898 $213K 0.03% new 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 897 $213K 0.61% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 896 $213K 0.02% new 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 842 $202K <0.01% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 760 $180K 0.01% +670 13F-HR Timeline CX Institutional More: the full row for CX Institutional 760 $180K 0.01% +52 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 752 $179K <0.01% +116 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 746 $177K <0.01% +632 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 752 $177K <0.01% +743 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 384 $159K 0.01% +285 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 597 $142K 0.02% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 583 $138K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 558 $132K <0.01% -440 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 534 $127K <0.01% -7 13F-HR/A Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 527 $125K 0.06% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 525 $125K <0.01% +169 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 610 $119K <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 500 $119K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 478 $113K 0.06% +131 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 429 $102K <0.01% +165 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 288 $101K <0.01% -114 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 419 $99.5K 0.02% +15 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 400 $95K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 356 $84.5K 0.02% +1 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 350 $83.1K 0.04% -100 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 333 $79K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 333 $79K 0.04% +3 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 331 $79K 0.05% +330 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 332 $78.8K 0.05% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 309 $73.3K 0.02% 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 300 $71.2K <0.01% new 13F-HR Timeline Group Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 272 $64.6K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 255 $60.5K 0.01% +4 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 220 $52.2K <0.01% +37 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 213 $50.6K 0.01% +21 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 206 $48.9K 0.01% new 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 198 $47K 0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 179 $42.5K <0.01% +144 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 177 $42K <0.01% +7 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 175 $41.5K <0.01% +73 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 166 $39.4K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 111 $38.8K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 159 $37.7K <0.01% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 156 $37K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 154 $36.6K 0.02% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 151 $35.8K 0.01% +18 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 150 $35.6K <0.01% -14 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 146 $34.7K 0.1% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 146 $34.7K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 139 $33K <0.01% -20 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 138 $32.8K <0.01% +80 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 133 $31.6K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 129 $30.6K 0.02% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 126 $29.9K 0.01% +43 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 121 $28.7K <0.01% -7,181 13F-HR Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 115 $27.3K 0.02% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 114 $27.1K <0.01% -5 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 113 $26.8K <0.01% +4 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 109 $25.8K 0.03% 13F-HR Timeline