HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,211 $414K <0.01% -16 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 2,176 $407K 0.01% new 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 2,156 $403K 0.34% +717 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,135 $399K 0.01% +22 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,120 $397K 0.28% +834 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,055 $384K 0.01% -90 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,050 $384K 0.03% -404 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 2,044 $382K <0.01% new 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,044 $382K 0.01% 0 13F-HR Timeline Group Ares Systematic Credit Ltd More: the full row for Ares Systematic Credit Ltd 2,026 $379K 0.23% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,000 $374K 0.04% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,000 $374K 0.07% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 2,000 $374K 0.02% -4,400 13F-HR Timeline Pale Fire Capital SE in group Pale Fire Capital More: the full row for Pale Fire Capital SE 2,000 $374K 0.03% new 13F-HR Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,994 $373K 0.02% -33 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,965 $368K 0.01% +20 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,956 $366K 0.01% -241 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,942 $363K <0.01% -97 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,935 $362K 0.04% -357 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,878 $361K 0.04% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,864 $349K 0.13% -6 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 1,864 $349K 0.08% 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,853 $347K 0.05% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,840 $344K 0.1% -390 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,825 $341K 0.01% +72 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,807 $338K <0.01% +644 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,803 $337K <0.01% new 13F-HR Timeline Group HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,800 $337K 0.01% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,765 $330K 0.02% -223 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,754 $328K <0.01% +556 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,750 $327K 0.03% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,739 $325K 0.1% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,715 $321K 0.03% +143 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,703 $319K 0.01% +70 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,690 $315K <0.01% -26,238 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,579 $314K 0.01% -622 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,671 $313K 0.13% new 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,634 $306K 0.02% -10 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,618 $303K <0.01% -382 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 1,611 $301K <0.01% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,597 $299K <0.01% new 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 1,588 $297K 0.24% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,566 $293K 0.02% +183 13F-HR Timeline Group Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 1,513 $283K 0.01% +14 13F-HR Timeline Group Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 1,500 $281K 0.24% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,498 $280K 0.01% -1,332 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,497 $280K 0.04% -28 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,481 $277K <0.01% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 1,471 $275K 0.09% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 1,435 $268K <0.01% -11 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,431 $268K <0.01% -167 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,389 $260K 0.02% -278 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,386 $259K 0.02% -5 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 1,357 $254K <0.01% +119 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,330 $249K <0.01% +97 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,302 $244K 0.01% -7 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,289 $241K 0.06% +174 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,285 $240K <0.01% new 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,283 $240K <0.01% +108 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,282 $240K 0.02% -312 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,262 $236K 0.01% +102 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,251 $234K 0.05% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,232 $230K 0.02% -264 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,228 $230K <0.01% -161 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,108 $229K 0.01% -1,276 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,220 $228K <0.01% -1,324 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,220 $228K 0.13% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,215 $227K 0.06% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,210 $226K <0.01% -37 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,206 $226K 0.02% -111 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,205 $225K 0.14% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,202 $225K 0.05% -17 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,198 $224K <0.01% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,193 $223K 0.02% -307 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,182 $221K <0.01% 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,178 $220K 0.04% +39 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 1,151 $215K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,150 $215K <0.01% -5 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,150 $215K 0.04% -1 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,149 $215K 0.08% -625 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,139 $213K 0.04% -2,676 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 1,128 $211K 0.07% -169 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,110 $208K 0.01% -1,008 13F-HR Timeline Group Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 1,107 $207K 0.1% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,105 $207K 0.07% -200 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,104 $207K 0.01% new 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,104 $207K 0.1% -133 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,099 $206K <0.01% -26 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,092 $204K 0.02% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,087 $203K 0.08% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,083 $203K <0.01% -118 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,019 $191K <0.01% -1,109 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 1,000 $187K 0.08% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 980 $183K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 950 $178K 0.01% -969 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 849 $159K <0.01% +39 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 789 $148K 0.01% -424 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 762 $143K <0.01% -66 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 731 $137K <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 717 $134K 0.06% new 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 690 $129K <0.01% +603 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 681 $127K 0.06% -3,263 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 679 $127K 0.12% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 600 $112K 0.02% 0 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 500 $93.5K <0.01% +100 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 496 $92K <0.01% +9 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 409 $76.5K <0.01% -1,309 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 407 $76.1K 0.01% +22 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 388 $72.6K 0.02% -171 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 378 $70.7K 0.02% +44 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 361 $68K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 356 $67K 0.04% +21 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 326 $61K <0.01% +2 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 285 $57.3K 0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 291 $54.4K <0.01% +278 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 277 $51.8K 0.03% -52 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 258 $48.3K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 251 $48K <0.01% -382 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 236 $44.2K <0.01% +218 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 236 $44.2K 0.04% -1 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 230 $43K <0.01% -34 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 227 $42.5K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 222 $41.5K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 219 $41K <0.01% +99 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 216 $40.4K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 207 $38.7K <0.01% +34 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 203 $38K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 202 $37.8K 0.01% -1,768 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 200 $37.4K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 200 $37.4K <0.01% 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 196 $36.7K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 193 $36.1K <0.01% -28,808 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 183 $34.2K <0.01% +77 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 180 $33.7K <0.01% -18 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 171 $32K <0.01% -977 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 168 $31.4K <0.01% new 13F-HR Timeline SMA Capital LLC More: the full row for SMA Capital LLC 167 $31.2K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 164 $30.7K <0.01% +78 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 160 $29.9K +46 Timeline Quarry LP More: the full row for Quarry LP 156 $29.2K <0.01% -1,110 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 146 $27.3K 0.01% +73 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 133 $24.9K <0.01% +23 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 130 $24.3K <0.01% +7 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 125 $23.4K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 124 $23.2K <0.01% +9 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 122 $22.8K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 108 $22.3K <0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 108 $20.2K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 107 $20K <0.01% -2 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 105 $19.6K <0.01% new 13F-HR/A Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 104 $19.5K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 104 $19.5K <0.01% +40 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $18.7K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 95 $17.8K 0.01% -65 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 92 $17.2K <0.01% +43 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 92 $17K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 90 $16.8K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 87 $16.3K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 87 $16.3K <0.01% -5 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 86 $16.1K <0.01% +55 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 85 $16K <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 80 $15K <0.01% -2 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 79 $14.8K 0.01% +12 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 77 $14.4K 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 76 $14.2K <0.01% 0 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 75 $14K <0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 73 $13.7K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 73 $13.7K <0.01% -8 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 70 $13.1K <0.01% -118 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 70 $13.1K <0.01% +5 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 68 $12.7K <0.01% -435 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 64 $12K <0.01% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 63 $11.8K 0.01% -1 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 63 $11.8K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 62 $11.6K <0.01% -12 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 59 $11K 0.01% -3 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 57 $10.7K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 55 $10K <0.01% -28 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 53 $9.92K <0.01% +10 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 52 $9.73K <0.01% +29 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 56 $9.73K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 51 $9.54K <0.01% +40 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 51 $9.54K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 49 $9.37K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 47 $8.79K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 45 $8.42K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 45 $8.42K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 44 $8.23K <0.01% +32 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 43 $8.04K <0.01% +28 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 39 $7.3K <0.01% -175 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 38 $7.11K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 38 $7.11K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 38 $7.11K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 34 $6.36K <0.01% new 13F-HR/A Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 30 $5.61K <0.01% +25 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 30 $5.61K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 28 $5.31K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 28 $5.24K <0.01% +14 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 26 $4.87K <0.01% +3 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 25 $4.68K <0.01% 0 13F-HR Timeline