Wealth Architects, LLC More: the full row for Wealth Architects, LLC 14,946 $407K 0.03% -35 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 14,847 $404K 0.13% +11,733 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 14,657 $399K 0.02% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 14,638 $398K 0.04% +3,514 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,473 $394K 0.02% -4,479 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 14,470 $394K 0.05% -1,106 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 14,028 $382K <0.01% +10,728 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,945 $379K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 13,808 $376K 0.07% +29 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 13,807 $376K <0.01% 0 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 13,785 $375K +2,350 Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 13,695 $373K 0.01% +378 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 13,431 $365K 0.01% -3,435 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,416 $365K 0.01% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,309 $362K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 13,186 $359K <0.01% -1,373 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 13,082 $356K <0.01% +32 13F-HR Timeline Group Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 13,027 $354K 0.14% +313 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,914 $351K 0.01% +889 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 12,783 $348K <0.01% +426 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,710 $346K <0.01% +338 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,662 $345K 0.01% -120 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 12,268 $334K 0.03% -15,358 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 12,120 $330K 0.02% +405 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,093 $329K 0.01% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 12,030 $327K <0.01% -75,200 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 11,969 $326K 0.14% -19,648 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 11,903 $324K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,875 $323K <0.01% -3,425 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 11,789 $321K 0.04% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 12,490 $319K <0.01% +4,420 13F-HR Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 11,643 $317K <0.01% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,588 $315K <0.01% new 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 11,392 $310K 0.02% +54 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 11,316 $307K 0.07% -5,632 13F-HR Timeline MIZUHO FINANCIAL GROUP INC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC 11,251 $306K 2.6% 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,899 $297K <0.01% -2,199 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 10,830 $295K <0.01% -353,339 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 10,800 $294K <0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,715 $292K 0.01% +625 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,713 $292K <0.01% new 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 10,751 $289K <0.01% -10,396 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 10,514 $286K 0.03% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,385 $283K <0.01% +78 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 10,144 $276K 0.01% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 9,996 $272K 0.16% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,839 $268K <0.01% -1,423 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 9,736 $265K 0.04% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 9,550 $260K 0.08% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,543 $260K 0.01% new 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 9,433 $257K 0.06% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 9,154 $249K 0.04% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 9,153 $249K 0.01% new 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,096 $247K <0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,024 $246K <0.01% -1,825 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 8,876 $242K 0.15% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 8,834 $240K <0.01% -16,853 13F-HR Timeline Group Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 8,759 $238K 0.06% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 8,657 $236K 0.05% new 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 8,605 $234K 0.23% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,496 $231K <0.01% -46,734 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 8,300 $226K 0.02% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,260 $225K 0.01% +852 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,238 $224K <0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 8,180 $223K 0.02% new 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 8,100 $220K <0.01% new 13F-HR Timeline Group E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 8,051 $219K 0.16% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,010 $218K <0.01% -5,886 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,007 $218K 0.01% new 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 7,922 $216K 0.31% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 7,861 $214K 0.03% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,841 $213K <0.01% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 7,826 $213K 0.04% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,720 $210K <0.01% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 7,708 $210K 0.03% new 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 7,683 $209K 0.03% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,638 $208K <0.01% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 7,600 $207K 0.17% +1,000 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,817 $185K <0.01% +4,043 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,766 $182K 0.01% 0 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 3,687 $100K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,002 $81.7K <0.01% -3,478 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,852 $77.6K <0.01% +1,092 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,796 $76.1K 0.02% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,767 $75.3K 0.01% +485 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,593 $70.6K <0.01% +346 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,577 $70.1K <0.01% -941 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,188 $59.5K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,140 $58.2K 0.02% +1,072 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 2,063 $56.1K <0.01% +1,834 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,859 $50.6K 0.01% +37 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,820 $49.5K 0.03% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,641 $44.6K <0.01% +495 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,592 $43.3K 0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,549 $42K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,500 $40.8K <0.01% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,493 $40.6K 0.01% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 1,469 $40K 0.04% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,431 $38.9K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,369 $37.2K <0.01% +1,000 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,363 $37.1K <0.01% -55,195 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,351 $36.8K <0.01% -653 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/ 1,260 $34.3K <0.01% new 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,200 $32.7K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,138 $31K <0.01% +430 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,070 $29.1K 0.01% +156 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,045 $28.4K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,020 $27.8K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,000 $27.2K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,000 $27.2K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 960 $26.1K 0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 868 $23.6K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 827 $22.5K 0.02% +283 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 826 $22.5K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 695 $18.9K <0.01% +200 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 655 $17.8K <0.01% new 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 644 $17.5K 0.02% -4,845 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 622 $16.9K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 599 $16.3K <0.01% +148 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 535 $14.6K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 508 $13.8K <0.01% -51 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 500 $13.6K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 479 $13K <0.01% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 458 $12.5K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 444 $12.1K <0.01% -55 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 423 $11.5K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 421 $11.5K <0.01% -189 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 383 $10.4K <0.01% +281 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 381 $10.4K <0.01% -99 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 338 $9.2K <0.01% -215 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 321 $8.73K <0.01% +3 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 273 $7.43K <0.01% -14 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 267 $7.26K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 256 $6.96K <0.01% new 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 223 $6.07K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 218 $5.93K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 210 $5.71K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 201 $5.47K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 158 $4.3K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 120 $3.27K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 118 $3.21K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 98 $2.67K <0.01% -57 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 73 $1.99K <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 69 $1.88K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 43 $1.15K <0.01% -153 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 38 $1.05K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 31 $844 <0.01% -39 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 29 $789 <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 16 $435 <0.01% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 18 $344 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4 $109 <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2 $54 <0.01% 0 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1 $27 <0.01% 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 1 $27 <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.