Katamaran Capital LLP More: the full row for Katamaran Capital LLP 1,335 $283K 0.37% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,333 $283K 0.01% -681 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,328 $282K 0.09% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,320 $280K 0.18% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,316 $279K 0.02% -1,016 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,299 $276K 0.03% new 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1,346 $273K 0.17% +326 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,280 $272K 0.02% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,270 $269K 0.04% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,258 $267K 0.01% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,164 $266K 0.02% new 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,253 $266K 0.02% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,250 $265K 0.09% +332 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,250 $265K 0.01% -37 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,227 $260K 0.02% -6 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,218 $258K 0.11% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,214 $257K 0.01% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,192 $253K 0.01% +54 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,191 $253K 0.01% -276 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 1,190 $253K 0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,190 $253K 0.12% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,189 $252K 0.02% new 13F-HR/A Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,153 $251K <0.01% -1,152 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,183 $251K 0.01% +151 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,181 $251K <0.01% new 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,174 $249K 0.02% new 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 1,142 $242K 0.05% +19 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,128 $239K 0.03% +61 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,124 $239K <0.01% -187 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,117 $237K 0.03% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,111 $236K 0.05% +122 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,095 $232K 0.02% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,086 $230K <0.01% +144 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,003 $229K 0.01% -13 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,074 $228K 0.01% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,071 $227K 0.12% +225 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,066 $226K 0.08% -158 13F-HR/A Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 921 $224K 0.07% 0 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,056 $224K 0.11% new 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 1,050 $223K 0.02% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,080 $222K 0.01% +9 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 1,039 $220K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,033 $219K 0.01% +28 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 1,028 $218K 0.05% new 13F-HR Timeline Group West Tower Group, LLC More: the full row for West Tower Group, LLC 1,000 $212K 0.56% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 998 $212K <0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 998 $212K <0.01% -20 13F-HR/A Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 989 $210K 0.02% -203 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 978 $208K <0.01% +60 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 977 $207K 0.02% +70 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 977 $207K <0.01% -19,137 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 974 $207K 0.01% +185 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 969 $206K 0.01% new 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 955 $203K 0.03% 0 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 953 $202K 0.24% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 948 $201K 0.09% new 13F-HR Timeline Group Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 945 $201K 0.06% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 944 $200K 0.02% +9 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 943 $200K 0.01% new 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 943 $200K 0.01% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 849 $180K 0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 776 $165K 0.17% -270 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 716 $156K 0.02% +74 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 647 $137K <0.01% +8 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 635 $136K 0.05% -8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 640 $136K 0.01% +607 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 627 $133K <0.01% -39 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 571 $121K 0.01% +281 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 565 $120K <0.01% +374 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 550 $117K <0.01% -183 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 550 $117K 0.04% +268 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 502 $106K 0.08% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 489 $104K <0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 488 $104K <0.01% +42 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 469 $99.5K <0.01% +385 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 448 $95.1K <0.01% -58 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grove Bank & Trust More: the full row for Grove Bank & Trust 444 $94.2K 0.01% +88 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 437 $92.7K <0.01% +401 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 433 $91.9K <0.01% +389 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 409 $86.8K <0.01% +50 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 391 $83K 0.06% -92 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 390 $82.8K 0.02% -100 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 386 $81.9K 0.01% +169 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 369 $79.9K <0.01% +101 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 420 $74.3K 0.05% +230 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 340 $72.2K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 339 $71.9K <0.01% +39 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 335 $71.1K <0.01% -87 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 328 $69.6K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 306 $65K 0.02% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 300 $63.7K 0.03% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 300 $63.7K 0 Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 295 $62.6K 0.02% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 281 $59.6K 0.01% +15 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 278 $59K 0.01% +47 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 294 $57.8K <0.01% +26 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 267 $56.7K <0.01% +55 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 243 $51.6K <0.01% +110 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 234 $49.7K 0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 222 $47.1K 0.02% -863 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 225 $46.9K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 211 $45K <0.01% +140 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 210 $44.6K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 207 $43.9K <0.01% +3 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 206 $43.7K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 195 $41.4K 0.01% +109 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 169 $41K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 186 $39.5K <0.01% +6 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 183 $38.8K <0.01% +8 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 180 $38.2K <0.01% -50 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 179 $38K <0.01% +3 13F-HR Timeline CNB Bank More: the full row for CNB Bank 176 $37.3K 0.02% -132 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 167 $35.4K 0.01% -24 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 165 $35.1K 0.01% +22 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 164 $34K <0.01% +78 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 159 $33.7K 0.01% +48 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 150 $31.8K <0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 126 $26.7K 0.03% -4 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 123 $26.1K <0.01% -4 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 119 $25.3K 0.02% new 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 118 $25K 0.01% +93 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 112 $23.8K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 112 $23.8K 0.02% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 107 $22.7K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 105 $22.3K <0.01% +94 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 102 $21.6K <0.01% +88 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 90 $19.1K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 92 $19K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 86 $18.2K <0.01% -137 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 84 $18.2K <0.01% +43 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 85 $18K 0.01% +4 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 81 $17.2K 0.01% +41 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 80 $17K 0.01% -620 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 79 $16.5K <0.01% +37 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 75 $15.9K <0.01% +2 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 71 $15.1K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 70 $14.9K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 67 $14.2K 0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 64 $13.6K 0.07% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 65 $13K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 60 $12.7K <0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 60 $12.7K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 54 $11.5K <0.01% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 10 $11.5K 0.01% -44 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 52 $11K <0.01% 0 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 53 $11K 0.01% +42 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 50 $10.6K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 46 $9.76K <0.01% -269 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 46 $9.76K <0.01% +1 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 46 $9.76K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 44 $9.34K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 43 $9.28K <0.01% +36 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 42 $8.91K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 41 $8.7K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 41 $8.7K <0.01% +37 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 40 $8.49K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 38 $8.06K 0.01% +5 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 37 $7.85K <0.01% 0 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 35 $7.43K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 34 $7.21K 0.01% -2 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 34 $7K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 34 $7K <0.01% +6 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 31 $6.58K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 29 $6.15K <0.01% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 27 $6K <0.01% 0 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 27 $5.73K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 26 $5.52K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 25 $5.3K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 25 $5.3K 0.01% 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $5.11K 0.04% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 24 $5.09K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 24 $5.02K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 27 $5K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 23 $4.88K <0.01% 0 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 23 $4.88K <0.01% 0 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 22 $4.67K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 22 $4.67K <0.01% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 21 $4.46K <0.01% +4 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 21 $4.46K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 20 $4.24K <0.01% -126 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 19 $4.03K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 20 $3.96K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 18 $3.82K <0.01% +2 13F-HR/A Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 17 $3.68K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 17 $3.61K <0.01% +2 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 17 $3.61K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 14 $2.97K <0.01% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 13 $2.76K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 13 $2.76K <0.01% new 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13 $2.76K <0.01% -12 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 12 $2.55K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 12 $2.55K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 12 $2.55K <0.01% -1 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 12 $2.55K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 10 $2.12K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 9 $2K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 9 $1.95K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 9 $1.91K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 9 $1.91K <0.01% +1 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $1.89K <0.01% +5 13F-HR Timeline