CacheTech Inc. More: the full row for CacheTech Inc. 3,397 $298K 0.05% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,386 $297K 0.05% +98 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,360 $295K 0.12% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,320 $292K 0.02% +411 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,318 $291K 0.01% +481 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 3,341 $290K 0.12% new 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 3,280 $288K 0.05% -97,990 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,269 $287K <0.01% -970 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,265 $287K 0.01% -475 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,253 $286K <0.01% +61 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,238 $284K 0.08% -47,442 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,233 $284K 0.03% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,211 $282K 0.02% +55 13F-HR Timeline Group Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 3,210 $282K 0.18% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,206 $282K <0.01% -37 13F-HR Timeline Group CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,181 $279K 0.2% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,177 $279K 0.01% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,137 $275K 0.23% -2,756 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,122 $274K <0.01% -4,151 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,101 $272K 0.01% -745 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,096 $272K 0.01% -6,105 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,078 $270K 0.01% -1,007 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,044 $267K 0.08% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,014 $265K 0.01% -294 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 2,984 $262K 0.03% -1,660 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,950 $259K 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,948 $259K 0.01% +334 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,932 $257K 0.02% +12 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,917 $256K <0.01% new 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,869 $252K 0.03% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,854 $251K 0.01% -12 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,838 $249K 0.02% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,837 $249K 0.02% -19 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,829 $248K 0.02% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,771 $243K 0.05% -854 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 2,758 $242K <0.01% new 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 2,758 $242K 0.06% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,746 $241K 0.21% -676 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,742 $241K 0.01% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,717 $239K <0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,702 $237K 0.01% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,702 $237K 0.02% new 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 2,690 $236K <0.01% -24,106 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,678 $235K 0.01% new 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,670 $234K 0.03% -2,006 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,664 $234K 0.02% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,660 $234K 0.03% new 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,653 $233K 0.01% -249 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,651 $233K <0.01% new 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,629 $231K <0.01% new 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,595 $228K 0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,583 $227K <0.01% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,542 $223K 0.03% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,527 $222K 0.02% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,525 $222K 0.01% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,518 $221K 0.04% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,508 $220K <0.01% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 2,500 $220K 0.18% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,491 $219K <0.01% +848 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 2,479 $218K <0.01% -5,621 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,468 $217K 0.1% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,468 $217K 0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,457 $216K 0.04% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,449 $215K <0.01% +1,168 13F-HR/A Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,426 $213K 0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,398 $211K +426 Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,367 $208K 0.04% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,350 $206K 0.04% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,319 $204K 0.03% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,291 $202K 0.03% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,300 $202K 0.01% -8,030 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,288 $201K <0.01% +1,248 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,287 $201K 0.02% new 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,280 $200K 0.03% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,267 $199K <0.01% -157 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 2,219 $193K <0.01% +297 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,155 $189K 0.02% +507 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,141 $187K 0.02% -850 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,093 $183K 0.01% +369 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,081 $183K 0.09% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,074 $182K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,059 $181K 0.02% +794 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,029 $178K 0.01% +172 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,911 $168K 0.01% +45 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,905 $167K 0.06% -21 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,882 $165K 0.01% +800 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,857 $163K <0.01% +4 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,860 $163K 0.01% 0 13F-HR Timeline Group NKCFO LLC More: the full row for NKCFO LLC 1,830 $161K 0.07% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 381 $139K 0.01% +339 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,543 $135K 0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,536 $135K 0.1% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,491 $131K 0.02% +58 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,404 $123K <0.01% -85 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,356 $119K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,345 $118K <0.01% +752 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,205 $106K 0.05% +1,110 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,032 $90.6K 0.01% -2,345 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,000 $88K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 981 $86.1K 0.01% +144 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 977 $85.8K 0.05% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 957 $84K <0.01% -6 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 910 $79.9K 0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 818 $71.9K <0.01% -248 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 783 $69K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 313 $69K 0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 786 $68.9K 0.01% -45 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 781 $68.6K 0.01% +66 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 730 $64.1K 0.04% +14 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 730 $64K 0.04% -284 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 669 $62K 0.03% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 682 $60K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 675 $59.3K 0.01% -151 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 636 $55.8K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 619 $54.4K <0.01% -46 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 626 $54K 0.01% +25 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 610 $53.6K <0.01% new 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 607 $53.3K 0.02% +29 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 595 $52.2K <0.01% -19,962 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 597 $52K 0.04% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 548 $48K <0.01% -5,347 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 546 $47.9K 0.03% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 511 $44.9K <0.01% new 13F-HR/A Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 504 $44.3K 0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 500 $43.9K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 481 $42.2K <0.01% -12 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 460 $40.4K <0.01% +56 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 458 $40K <0.01% +83 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Leonteq Securities AG More: the full row for Leonteq Securities AG 455 $40K <0.01% +379 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 450 $39.5K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 445 $39.1K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 435 $38.2K <0.01% +74 13F-HR Timeline TOBAM More: the full row for TOBAM 413 $36K 0.01% -12,641 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 387 $34K <0.01% -43 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 380 $33.4K <0.01% +263 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 368 $32.3K <0.01% +153 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 356 $31.3K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 329 $28.9K <0.01% -314 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 325 $28.5K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 317 $27.8K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 315 $27.7K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 266 $27.6K <0.01% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 312 $27.4K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 308 $27.1K <0.01% +1 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 300 $26.3K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 300 $26.3K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 300 $26.3K 0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 281 $25K 0.01% new 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 275 $24.1K 0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 257 $22.6K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 251 $22K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 231 $20.3K <0.01% +1 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 221 $19.4K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 218 $19.1K <0.01% +67 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 217 $19.1K 0.01% +101 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 207 $18K <0.01% +7 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 204 $17.9K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 203 $17.8K 0.01% +13 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 200 $17.6K 0.01% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 196 $17.2K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 190 $16.7K <0.01% 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 182 $15.9K <0.01% +1 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 178 $15.6K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 175 $15.4K <0.01% -3 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 166 $15K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 170 $14.9K <0.01% +69 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 166 $14.6K 0.01% +8 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 162 $14.2K <0.01% +4 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 157 $13.8K <0.01% +3 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 153 $13.4K 0.01% +6 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 150 $13K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 148 $13K <0.01% -19 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 142 $12.5K <0.01% +4 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 138 $12.1K <0.01% -7 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 130 $11.4K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 128 $11.2K <0.01% -128 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 133 $11K <0.01% +19 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 125 $11K <0.01% +27 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 119 $10.4K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 115 $10.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 110 $10K <0.01% +14 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 112 $9.79K 0.01% +1 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 111 $9.75K <0.01% +60 13F-HR/A Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 106 $9.31K 0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 105 $9.22K <0.01% -40 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 103 $9.04K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 101 $8.86K 0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 100 $8.78K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 100 $8.78K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 99 $8.67K <0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 92 $8.08K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 80 $7.03K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 79 $6.94K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 77 $6.76K <0.01% -54 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 74 $6.5K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 71 $6.24K <0.01% 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 71 $6.24K <0.01% -46,847 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 70 $6.15K <0.01% +17 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 55 $6.1K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 60 $5.27K <0.01% 0 13F-HR Timeline