Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 653 $259K 0.17% -12 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 652 $259K 0.02% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 650 $258K 0.26% -600 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 649 $257K <0.01% +147 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 646 $256K <0.01% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 644 $255K 0.05% +4 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 643 $255K 0.02% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 642 $255K 0.09% -28 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 639 $253K 0.01% -23 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 637 $253K 0.08% -58 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 636 $252K 0.06% -48 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 635 $252K 0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 631 $250K <0.01% -198 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 629 $250K 0.02% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 629 $249K 0.02% -80 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 629 $249K <0.01% -43 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 627 $249K 0.02% +55 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 627 $249K <0.01% +89 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 626 $248K 0.01% +178 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 626 $248K 0.03% -193 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 623 $247K 0.06% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 622 $247K 0.03% -14 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 609 $241K 0.03% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 609 $241K 0.01% +159 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 609 $241K 0.2% +140 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 605 $240K 0.24% -130 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 493 $239K 0.1% -891 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 600 $238K 0.14% -63 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 594 $236K 0.18% -5 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 589 $234K 0.08% -68 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 588 $233K 0.03% -12,117 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 588 $233K 0.08% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 586 $232K <0.01% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 581 $230K 0.04% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 460 $229K <0.01% +38 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 516 $228K 0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 572 $227K 0.01% -46 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 570 $226K 0.16% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 569 $226K 0.17% +24 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 564 $224K <0.01% -198 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EWA, LLC More: the full row for EWA, LLC 562 $223K 0.05% +88 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 561 $222K 0.04% new 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 559 $222K 0.04% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 558 $221K 0.03% +50 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 556 $220K 0.02% +1 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 556 $220K 0.04% -13 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 552 $219K 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 550 $218K 0.08% +100 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 549 $218K 0.12% -33 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 547 $217K 0.01% -1,960 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 546 $216K 0.01% -852 13F-HR Timeline Group Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 545 $216K 0.02% +3 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 416 $215K 0.16% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 540 $214K <0.01% 0 13F-HR Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 536 $213K 0.01% -4 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 535 $212K 0.08% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 535 $212K 0.01% -196 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 533 $211K 0.01% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 532 $211K <0.01% -187 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 529 $210K 0.02% -9 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 525 $208K <0.01% -60 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 444 $208K 0.01% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 522 $207K 0.01% -3,305 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 519 $206K 0.03% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 518 $206K -16 Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 518 $205K <0.01% +16 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 518 $205K 0.04% -36 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 515 $204K 0.09% -120 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 514 $204K 0.01% -270 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 514 $204K 0.01% -32 13F-HR Timeline Group Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 514 $204K 0.2% -69 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 511 $203K <0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 510 $202K 0.13% -12 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 506 $201K 0.16% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 505 $200K 0.05% +23 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 500 $198K 0.06% +464 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 500 $198K 0.06% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 455 $180K 0.05% -123 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 440 $175K 0.04% -13 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 430 $170K 0.02% +86 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 416 $165K 0.03% -1,597 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 410 $163K 0.01% -22 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 409 $162K <0.01% -102 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 409 $162K <0.01% +39 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 407 $161K 0.03% -42 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 403 $160K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 401 $159K <0.01% -230 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 400 $159K 0.15% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 392 $155K 0.06% 0 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 386 $153K 0.02% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 375 $149K 0.06% -4 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 368 $146K 0.02% +91 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 356 $141K 0.01% -8,712 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 355 $141K 0.03% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 337 $134K 0.02% +81 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 333 $132K 0.03% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 321 $127K 0.01% +10 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 316 $125K 0.01% -19 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 304 $121K 0.01% -433 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 275 $109K 0.02% -5 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 275 $109K 0.04% new 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 271 $107K 0.05% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 267 $106K 0.03% +26 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 236 $104K 0.01% -896 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 259 $103K 0.03% -78 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 258 $102K 0.01% +4 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 252 $99.9K 0.01% +30 13F-HR Timeline ABS Direct Equity Fund LLC More: the full row for ABS Direct Equity Fund LLC 200 $99.5K 0.08% new 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 243 $96.3K 0.02% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 242 $95.9K <0.01% +3 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 237 $94K 0.01% -6 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 236 $93.6K 0.01% +194 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 223 $88.4K 0.05% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 223 $88.4K 0.06% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 221 $87.8K <0.01% +5 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 214 $84.8K 0.02% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 213 $84.5K 0.05% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 212 $84.1K 0.01% -46 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 206 $81.7K 0.01% -10 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 201 $79.7K 0.03% -103 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 200 $79.3K <0.01% +48 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 200 $79.3K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 198 $78.5K 0.05% -4 13F-HR Timeline Quarry LP More: the full row for Quarry LP 196 $77.7K 0.02% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 192 $76.1K 0.02% -6 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 191 $76K 0.01% +50 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 188 $74.5K <0.01% +102 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 184 $73K <0.01% +12 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 184 $73K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 182 $72.2K 0.01% -301 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 180 $71.4K 0.02% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 174 $69K 0.01% +105 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 166 $65.8K 0.02% -44 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 156 $62K 0.04% -1 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 151 $60K <0.01% +17 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 147 $58.3K 0.01% -8 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 139 $55.1K <0.01% +38 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 136 $53.9K 0.03% +42 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 134 $53.1K 0.02% +62 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 133 $52.7K 0.01% -47 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 131 $51.8K 0.01% +39 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 128 $50.7K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 125 $49.6K <0.01% +3 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 125 $49.6K 0.02% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 120 $47.6K 0.01% +21 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 119 $47.2K 0.01% +3 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 113 $44.8K 0.01% -43 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 114 $43.7K 0.01% +8 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 110 $43.6K <0.01% -5 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 104 $41.2K <0.01% -1 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 103 $40.8K <0.01% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 102 $40.4K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 101 $40K 0.01% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 100 $39.6K <0.01% -235 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 100 $39.6K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 77 $37.2K 0.03% 0 13F-HR/A Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 90 $35.7K 0.02% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 87 $34.5K 0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 86 $34.1K 0.03% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 85 $33.7K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 83 $32.9K <0.01% +50 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 81 $32.1K <0.01% +3 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 80 $31.7K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 62 $31.2K <0.01% +3 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 77 $31K 0.01% +1 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 78 $30.9K <0.01% -1,327 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 77 $30.5K <0.01% +2 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 76 $30.1K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 76 $30.1K 0.02% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 72 $28.5K 0.01% new 13F-HR/A Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 71 $28K 0.02% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 69 $27.4K 0.02% new 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 67 $27K <0.01% -4 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 67 $27K 0.02% -21 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 67 $26.6K <0.01% -7 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 66 $26.2K <0.01% -397 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 65 $25.8K <0.01% -2,050 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 65 $25.7K <0.01% -22 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 64 $25.4K 0.01% -16 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 64 $25.4K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 64 $25.4K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 62 $24.4K 0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 58 $23K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 58 $23K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 57 $22.6K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 56 $22.2K 0.02% -17 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 55 $21.8K 0.01% +7 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 55 $21.8K 0.01% -52 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 54 $21.4K <0.01% +1 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 54 $21.1K 0.02% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 53 $21K <0.01% -1 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 53 $20.8K <0.01% +21 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 52 $20.6K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 51 $20.2K 0.01% +36 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 50 $19.8K <0.01% +6 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 50 $19.8K 0.02% 13F-HR/A Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 50 $19.8K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 50 $19.8K 0.01% -528 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 47 $18.6K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 47 $18.6K <0.01% -2 13F-HR Timeline