Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,124 $399K 0.03% +39 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,033 $392K 0.01% new 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 5,000 $389K 0.07% new 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 5,000 $389K 0.35% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,987 $388K <0.01% +1,157 13F-HR Timeline Group WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 4,800 $373K 0.01% new 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,714 $367K 0.01% -11,617 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 4,701 $366K 0.02% new 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,699 $366K 0.15% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 4,575 $356K 0.55% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,557 $354K 0.09% new 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 4,544 $353K 0.04% +373 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,533 $353K 0.12% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,508 $351K 0.02% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,480 $348K 0.01% new 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,417 $344K 0.01% -236 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,348 $338K 0.06% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,336 $337K <0.01% 0 13F-HR Timeline Group MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,612 $337K 0.13% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,316 $336K <0.01% new 13F-HR Timeline Group AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 4,218 $328K 0.14% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,171 $324K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,140 $322K <0.01% new 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 4,092 $318K <0.01% +792 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,006 $312K 0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,000 $311K <0.01% new 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 4,000 $311K 0.02% -771 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 4,000 $311K <0.01% 0 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,995 $311K 0.01% -1,757 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,986 $310K 0.01% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,925 $305K 0.02% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,909 $304K 0.28% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 3,889 $303K 0.01% new 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,866 $301K <0.01% -1,461 13F-HR Timeline Group Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 3,824 $297K <0.01% -155,307 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,755 $292K 0.02% -92 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,739 $291K <0.01% +1,940 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 3,730 $290K <0.01% -55 13F-HR Timeline Group CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,700 $288K 0.02% -5,358 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,571 $278K 0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,570 $278K <0.01% -31,821 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,550 $276K <0.01% -6,288 13F-HR/A Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 3,529 $275K <0.01% -21,342 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 3,527 $274K 0.01% new 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,525 $274K 0.05% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,524 $274K 0.08% -55 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,497 $272K 0.04% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,481 $271K 0.2% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,440 $268K <0.01% -107 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 3,426 $267K 0.07% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,403 $265K <0.01% new 13F-HR/A Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,397 $264K 0.05% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,378 $263K 0.02% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,358 $261K <0.01% new 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,297 $256K 0.03% -505 13F-HR/A Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,236 $252K 0.03% -300 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,235 $252K 0.03% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,940 $251K 0.02% -1,515 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,229 $251K 0.01% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,229 $251K <0.01% new 13F-HR Timeline Meiji Yasuda Life Insurance Co in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Life Insurance Co 3,219 $250K 0.01% 0 13F-HR Timeline Group M&G PLC in group M&G PLC More: the full row for M&G PLC 3,197 $249K <0.01% -11,789 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 3,158 $246K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,148 $245K <0.01% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,120 $243K 0.07% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,113 $242K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,111 $242K <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,043 $237K <0.01% -382 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,017 $235K 0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,016 $235K <0.01% -155 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,008 $234K <0.01% new 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,000 $233K <0.01% 0 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 2,987 $232K 0.16% +37 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,858 $229K <0.01% -242 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,946 $229K 0.02% new 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,945 $229K <0.01% -9 13F-HR/A Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,912 $227K 0.01% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,542 $226K 0.02% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,905 $226K <0.01% -1,981 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,895 $225K 0.02% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,895 $225K <0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,896 $225K 0.02% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,891 $225K <0.01% +781 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,887 $225K <0.01% -17,679 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,857 $222K 0.05% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,811 $219K <0.01% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,798 $218K 0.07% new 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 2,797 $218K 0.01% -462 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,777 $216K <0.01% -316 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,771 $216K 0.06% new 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 2,763 $215K <0.01% -855 13F-HR Timeline Group BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 2,706 $210K <0.01% -10,375 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,690 $209K 0.01% +1,385 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,683 $209K 0.07% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 2,662 $207K <0.01% new 13F-HR Timeline Group Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 2,660 $207K 0.16% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,291 $204K 0.01% new 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 2,613 $203K <0.01% new 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,587 $201K 0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,582 $201K 0.03% -874 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,465 $192K 0.01% +135 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,418 $188K 0.02% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,418 $188K 0.02% +1,126 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,293 $178K 0.06% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,135 $166K 0.04% +1,236 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,131 $166K <0.01% 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,948 $152K 0.04% +1,870 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 1,850 $144K 0.01% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 1,845 $144K 0.04% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,745 $136K 0.05% +1,740 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/ 1,741 $135K <0.01% -80,784 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,600 $124K 0.01% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,432 $111K <0.01% +181 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,332 $104K <0.01% -10,939 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,217 $94.7K <0.01% +458 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,214 $94.4K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,118 $87K 0.01% -224 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,114 $86.7K <0.01% -2,995 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,083 $84.2K <0.01% +237 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,058 $82K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 986 $76.7K <0.01% +418 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 958 $74.5K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 934 $74K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 854 $66.4K <0.01% +124 13F-HR Timeline Group 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 825 $64.2K 0.05% -75 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 785 $61.1K <0.01% +664 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 751 $58.4K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 739 $58K 0.03% +286 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 718 $55.9K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 683 $53.1K <0.01% -17 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 627 $48.8K <0.01% +252 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 618 $48.1K <0.01% +528 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 563 $43.8K <0.01% +193 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 555 $43.2K <0.01% +553 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 534 $41.5K <0.01% +506 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 515 $40.1K <0.01% new 13F-HR/A Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 502 $39.1K 0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 493 $38.4K <0.01% -4 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 420 $32.7K <0.01% +10 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 395 $30.7K <0.01% +357 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 390 $30.3K <0.01% +25 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 385 $29.9K 0.01% +201 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 378 $29.4K <0.01% +220 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 345 $27.3K <0.01% -358,847 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 344 $26.8K <0.01% +204 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 341 $26.5K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 340 $26.4K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 328 $25.5K <0.01% -4 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 313 $24K <0.01% -535 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 306 $23.8K <0.01% +1 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 300 $23.3K 0.01% +100 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 258 $20.1K <0.01% +42 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 235 $18.6K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 235 $18.3K <0.01% +221 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 215 $16.7K <0.01% +60 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 193 $16.1K <0.01% +33 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 200 $15.9K <0.01% +30 13F-HR Timeline Group Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 200 $15.6K <0.01% new 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 200 $15.6K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 183 $14.2K <0.01% -411 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 152 $11.8K <0.01% -48 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 150 $11.7K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 140 $10.9K <0.01% +77 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 139 $10.8K <0.01% +90 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 136 $10.6K <0.01% +113 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 134 $10.4K <0.01% -23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 126 $9.8K <0.01% +21 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 121 $9.41K <0.01% +79 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 118 $9.18K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 115 $8.95K <0.01% +107 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 112 $8.71K <0.01% +105 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 111 $8.63K <0.01% -409 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 103 $8.01K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 101 $7.86K <0.01% +56 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 100 $7.78K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 100 $7.78K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 100 $7.78K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 100 $7.78K <0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 100 $7.78K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 98 $7.62K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 97 $7.55K <0.01% -40 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 91 $7.08K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 90 $7K <0.01% +42 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 89 $6.92K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 78 $6.67K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 83 $6.46K <0.01% new 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 100 $6K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 60 $6K <0.01% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 75 $5.83K <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 74 $5.76K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 73 $5.68K <0.01% +27 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 72 $5.6K <0.01% -10 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 70 $5.45K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 69 $5.37K <0.01% +40 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 68 $5.29K <0.01% +5 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 64 $4.98K <0.01% -13 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 64 $4.98K <0.01% +14 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 60 $4.67K <0.01% -1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 54 $4.61K <0.01% +24 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 55 $4.28K <0.01% new 13F-HR Timeline