Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,029 $402K 0.03% +441 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 4,970 $397K 0.03% -675 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 4,962 $396K <0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,952 $396K 0.01% +382 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 4,871 $389K <0.01% +352 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,781 $382K <0.01% +423 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,937 $382K <0.01% -481 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,415 $349K 0.01% +145 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,365 $349K 0.02% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,263 $341K 0.06% 0 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 4,260 $340K 0.16% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 4,252 $340K 0.01% -5,628 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 4,235 $338K 0.05% -1,550 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,225 $338K 0.05% +68 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,086 $326K <0.01% -759 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,004 $320K 0.03% +35 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,993 $319K 0.1% -460 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,991 $319K <0.01% +1,316 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,963 $317K <0.01% -429 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,911 $312K <0.01% +81 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,858 $308K 0.01% +604 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,848 $307K 0.19% +1,467 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,816 $305K 0.01% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,590 $287K 0.19% -331 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,476 $278K 0.01% +966 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,437 $275K 0.15% new 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 3,435 $274K 0.16% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,387 $271K 0.01% -583 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 3,353 $268K 0.55% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,332 $266K 0.02% +15 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 3,284 $262K <0.01% new 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,177 $254K 0.04% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,171 $253K 0.02% -669 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,184 $249K 0.02% +318 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 3,117 $249K <0.01% -172 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,070 $245K <0.01% new 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 3,064 $245K <0.01% 0 13F-HR/A Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 3,064 $245K <0.01% new 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,062 $245K 0.03% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,024 $242K <0.01% 0 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,003 $240K <0.01% -107 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,969 $237K <0.01% -3,308 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,961 $237K 0.02% -2,499 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,947 $235K 0.01% -1,848 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,911 $233K <0.01% -219 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,839 $227K 0.03% +484 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,840 $227K <0.01% new 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,759 $220K 0.09% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,759 $220K 0.03% new 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 2,700 $216K <0.01% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,680 $214K <0.01% -2,380 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,667 $213K <0.01% -1,837 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,627 $210K <0.01% +59 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,625 $210K <0.01% -455 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,622 $209K 0.06% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,605 $208K 0.01% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,593 $207K <0.01% +172 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,592 $207K 0.01% +631 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,582 $206K <0.01% -362 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,552 $204K 0.02% +1 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 2,550 $204K 0.13% 0 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,530 $202K 0.03% -90 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,399 $192K <0.01% -1,271 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,248 $180K <0.01% -209 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,043 $163K <0.01% +110 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,011 $161K 0.01% -803 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,875 $150K 0.11% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,761 $137K 0.01% -212 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,690 $135K <0.01% -1,289 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,623 $130K 0.04% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,463 $117K <0.01% 0 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,460 $116K <0.01% new 13F-HR Timeline Group Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 1,416 $113K +1,148 Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 1,332 $106K <0.01% -8,407 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 1,239 $99K -547 Timeline STRS OHIO More: the full row for STRS OHIO 1,205 $96.3K <0.01% -1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,188 $94.9K 0.03% +5 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 980 $78.3K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 913 $73K <0.01% -723 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 880 $70.3K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 838 $66.9K <0.01% +44 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 837 $66.9K <0.01% +245 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 817 $65.3K <0.01% +178 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 808 $64.6K <0.01% -205 13F-HR/A Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 755 $60.2K <0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 696 $55.6K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 689 $55K <0.01% +68 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 592 $47.3K <0.01% -153 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 559 $44.7K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 540 $43.1K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 508 $40.6K <0.01% 0 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 500 $39.9K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 478 $38.2K <0.01% +32 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 449 $35.9K 0.01% +210 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 448 $35.8K <0.01% +11 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 416 $33.2K <0.01% -212 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 394 $31.5K <0.01% +8 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 334 $26.7K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 336 $26K <0.01% -281 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 315 $25.2K <0.01% -31 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 307 $24.5K <0.01% -439 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 300 $24K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 262 $21K 0.01% -249 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 260 $20.8K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 249 $19.9K <0.01% -30 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 249 $19.9K 0.01% +43 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 228 $18.2K <0.01% +27 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 228 $18.2K <0.01% +12 13F-HR Timeline BAYBAN More: the full row for BAYBAN 221 $17.7K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 222 $17.3K <0.01% +13 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 215 $17.2K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 220 $17K <0.01% +50 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 211 $16.9K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 205 $16.4K <0.01% +1 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 201 $16.1K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 200 $16K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 195 $15.6K <0.01% -25 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 170 $13.6K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 162 $12.9K <0.01% -11,629 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 143 $11.4K <0.01% -94 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 141 $11.2K <0.01% +1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 131 $10.5K <0.01% -1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 129 $10.3K <0.01% +51 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 125 $10K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 123 $9.83K <0.01% -76 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 123 $9.62K <0.01% -52 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 110 $8.79K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 101 $8.07K <0.01% +87 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $7.99K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 98 $7.83K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 94 $7.51K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 88 $7.03K <0.01% +28 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 85 $6.79K <0.01% -17 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 85 $6.79K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 80 $6.39K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 79 $6.31K <0.01% -5 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 78 $6.23K <0.01% -7 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 72 $5.76K <0.01% 0 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 71 $5.67K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 62 $5K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 62 $4.95K <0.01% +4 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 63 $4.91K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 61 $4.87K <0.01% -6 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 50 $4K <0.01% -20,938 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 50 $4K <0.01% -10 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 47 $3.75K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 46 $3.67K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 47 $3.66K <0.01% +25 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 45 $3.6K <0.01% -2 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 44 $3.52K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 44 $3.52K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 42 $3.35K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 42 $3.35K <0.01% -15 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 42 $3.29K <0.01% +34 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 40 $3.2K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 39 $3.12K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 36 $2.88K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 36 $2.88K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 35 $2.8K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 34 $2.72K <0.01% +15 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 34 $2.72K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 31 $2.48K <0.01% +6 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 29 $2.32K <0.01% +18 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 29 $2.32K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 26 $2.08K <0.01% +8 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 31 $2K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 26 $2K <0.01% 0 13F-HR/A 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 25 $2K <0.01% 0 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 25 $1.98K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 23 $1.84K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 21 $1.68K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 20 $1.6K <0.01% -154 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 20 $1.6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 19 $1.52K <0.01% +17 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 17 $1.36K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 16 $1.28K <0.01% -38 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $1.2K <0.01% +8 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 14 $1.12K <0.01% -50 13F-HR Timeline CX Institutional More: the full row for CX Institutional 12 $1K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 11 $879 <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 11 $861 <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 10 $799 <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 9 $730 <0.01% -215 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9 $725 <0.01% +8 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/ 9 $702 <0.01% -9 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8 $639 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 7 $559 <0.01% +1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6 $480 <0.01% -23 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6 $479 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6 $479 <0.01% -35 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 6 $479 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6 $452 <0.01% +2 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5 $400 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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