CHOREO, LLC More: the full row for CHOREO, LLC 3,083 $577K 0.01% -7,833 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,069 $574K <0.01% -944 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 3,038 $568K 0.08% new 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 3,002 $561K 0.02% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,981 $557K 0.1% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,975 $556K 0.04% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,968 $555K 0.1% -52 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,946 $551K 0.01% +723 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,937 $549K <0.01% +370 13F-HR/A Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,916 $545K 0.1% -4,374 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,883 $539K <0.01% -249 13F-HR Timeline Group Maytree Asset Management Ltd More: the full row for Maytree Asset Management Ltd 2,848 $533K 0.35% -29,519 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,833 $530K <0.01% new 13F-HR Timeline Group Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 2,800 $524K 0.32% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,778 $520K 0.02% new 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 2,700 $505K 0.68% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,673 $500K <0.01% new 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,671 $500K <0.01% +50 13F-HR Timeline Group ANB BANK More: the full row for ANB BANK 2,661 $498K 0.19% -142 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 2,635 $493K <0.01% -29,871 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,600 $486K 0.09% 0 13F-HR/A Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,587 $484K <0.01% new 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,493 $466K 0.01% -8,181 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,404 $450K 0.02% +20 13F-HR Timeline Group Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 2,360 $441K 0.01% -1,650 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,455 $441K <0.01% +2,400 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,358 $441K 0.01% -2,059 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,319 $434K 0.01% +398 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,276 $426K <0.01% -20,824 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 2,225 $416K 0.42% +165 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 2,171 $406K 0.33% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,105 $394K 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,103 $393K <0.01% +1,537 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 2,100 $393K 0.01% -8,200 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,096 $392K 0.04% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,080 $389K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,048 $383K 0.01% new 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 2,030 $380K 0.11% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,022 $378K <0.01% -896 13F-HR Timeline Group Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 2,007 $375K 0.2% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,000 $374K 0.26% -387 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,000 $374K 0.01% new 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,000 $374K 0.29% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,999 $374K <0.01% new 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,974 $369K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 1,973 $369K 0.23% new 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,955 $366K 0.03% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,946 $364K <0.01% new 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,884 $352K 0.05% new 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,814 $339K 1% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,803 $337K <0.01% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,769 $331K <0.01% new 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,745 $326K 0.04% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,700 $318K 0.03% new 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,758 $316K 0.02% +940 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 1,636 $306K <0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,609 $301K 0.01% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,605 $300K 0.03% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,595 $298K 0.02% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,582 $296K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,567 $293K <0.01% +1,027 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,564 $293K 0.01% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,551 $290K 0.01% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 1,540 $288K <0.01% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,525 $285K 0.02% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,525 $285K <0.01% new 13F-HR Timeline Group Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 1,515 $283K 0.06% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,513 $283K 0.02% new 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 1,492 $279K 0.03% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,478 $276K <0.01% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,452 $272K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,428 $267K 0.02% +319 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,401 $262K 0.01% new 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 1,400 $262K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,390 $260K 0.01% -584 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 1,381 $258K 0.03% -5,404 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,364 $255K <0.01% +85 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,359 $254K 0.03% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,341 $251K <0.01% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,703 $247K <0.01% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,295 $242K 0.04% new 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 1,290 $241K 0.15% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,262 $236K 0.01% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,210 $226K 0.02% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,208 $226K <0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,205 $225K 0.01% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,200 $224K 0.03% -2,555 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,185 $222K 0.04% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,182 $221K <0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,176 $220K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,146 $214K 0.02% +178 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,130 $211K <0.01% +251 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,128 $211K 0.04% -2,000 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,121 $210K 0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,103 $206K <0.01% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 1,090 $204K <0.01% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,082 $202K 0.03% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,077 $201K 0.05% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,038 $194K 0.18% -1,348 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,037 $194K <0.01% +394 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,033 $193K <0.01% +586 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,032 $193K 0.01% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,013 $189K 0.02% +307 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,001 $187K <0.01% -2,407 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 994 $186K 0.01% -353 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 966 $181K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 877 $164K 0.01% -150 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 850 $159K 0.01% +568 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 820 $153K <0.01% +623 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 800 $150K <0.01% +95 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 800 $150K 0.04% +200 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 770 $144K 0.01% -2,124 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 739 $138K 0.01% +732 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 730 $137K 0.02% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 642 $120K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 624 $117K <0.01% new 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 596 $111K 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 536 $100K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 509 $95.2K 1.49% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 504 $94.3K 0.02% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 500 $93.5K <0.01% new 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 497 $92.9K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 488 $91.3K 0.01% +472 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 486 $91K 0.05% -200 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 445 $83.2K 0.04% +37 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 437 $81.7K 0.01% new 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 421 $78.7K 0.02% +348 13F-HR Timeline Group Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 377 $70.5K 0.03% +166 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 374 $69.9K <0.01% +59 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 366 $68.5K 0.01% +3 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 364 $68.1K <0.01% +37 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 358 $67K <0.01% new 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 302 $56.5K 0.01% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 263 $49.2K 0.02% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 257 $48.1K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 253 $47.3K 0.02% +79 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 250 $46.7K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 244 $45.6K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 235 $44K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 225 $42.1K <0.01% +34 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 212 $40K <0.01% +76 13F-HR Timeline Group Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 205 $38.3K 0.01% -22 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 202 $37.8K <0.01% +55 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 167 $31.2K 0.01% +137 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 158 $29.6K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 158 $29.5K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 154 $28.8K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 150 $28.1K <0.01% -60 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 150 $28K <0.01% -14 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 139 $26K <0.01% +114 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 133 $24.9K <0.01% +29 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 128 $23.9K 0.01% +58 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 119 $22.3K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 115 $21.5K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 106 $19.8K <0.01% +11 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 100 $19K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 100 $18.7K <0.01% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $18.7K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 94 $17.6K <0.01% +78 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 92 $17.2K <0.01% -8 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 91 $17K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 85 $15.9K <0.01% +5 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 87 $15.5K <0.01% new 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 82 $15.3K <0.01% -53 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 80 $15K 0.01% -17 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 75 $14K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 75 $14K 0.01% +34 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 74 $13.8K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 70 $13.1K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 59 $11K <0.01% -1,124 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 55 $10.3K <0.01% +36 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 52 $9.72K <0.01% +10 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 51 $9.54K <0.01% +19 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 46 $8.6K <0.01% +7 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 45 $8.42K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 44 $8.23K <0.01% +2 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 39 $7.29K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 37 $6.92K <0.01% new 13F-HR/A Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 29 $5.47K <0.01% 0 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 29 $5.42K <0.01% +5 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 29 $5.42K <0.01% -22 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 28 $5.24K <0.01% +16 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 31 $5K <0.01% +4 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 26 $4.86K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 26 $4.86K <0.01% -12 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 25 $4.68K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 23 $4.3K <0.01% +9 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 22 $4.12K <0.01% +4 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 21 $3.93K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 18 $3.37K <0.01% new 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 18 $3.37K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 17 $3.18K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 17 $3.18K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 17 $3.18K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 17 $3.18K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 16 $2.99K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 15 $2.81K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $2.62K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 14 $2.62K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 13 $2.43K <0.01% 0 13F-HR Timeline