HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,928 $433K <0.01% +2,146 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,868 $429K 0.01% +651 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 5,863 $428K 0.01% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 5,846 $427K 0.12% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 5,838 $426K <0.01% +287 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,817 $425K 0.05% -5,836 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 5,751 $420K 0.13% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 5,690 $416K 0.21% -500 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,669 $414K 0.03% new 13F-HR Timeline Group MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 5,594 $408K 0.12% +209 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 5,501 $402K 0.36% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,385 $393K 0.01% +444 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,372 $392K 0.12% +63 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 5,142 $392K 0.2% -75 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,346 $390K 0.01% new 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 5,320 $389K 0.04% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,311 $388K <0.01% +1 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 5,291 $386K <0.01% -30,782 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,272 $385K <0.01% +1,546 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 5,210 $380K 0.08% -91 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 5,198 $380K 0.22% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,284 $379K 0.07% -350 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 5,172 $378K -2,459 Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 5,150 $376K <0.01% -39 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 5,132 $375K 0.04% -593 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 5,066 $370K <0.01% 0 13F-HR Timeline Group Taika Capital, LP More: the full row for Taika Capital, LP 5,050 $369K 0.28% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,005 $366K <0.01% +1 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,993 $365K 0.02% new 13F-HR/A Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,979 $364K 0.03% -502 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,974 $363K 0.01% -50,751 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,959 $362K <0.01% -34 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,955 $362K 0.07% +40 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 4,945 $361K 0.02% -4,563 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,906 $358K 0.01% -139 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,845 $354K 0.01% +2,016 13F-HR/A Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,723 $345K 0.04% -2,278 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,677 $342K 0.13% +37 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,670 $341K <0.01% 0 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,670 $341K 0.02% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,667 $341K 0.04% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,641 $339K 0.05% -475 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 4,548 $332K 0.32% +213 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,537 $331K 0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,525 $330K 0.02% +770 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 4,519 $330K 0.19% +800 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,496 $328K 0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,485 $328K 0.01% +52 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,470 $326K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,468 $326K 0.02% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,438 $324K 0.01% -330 13F-HR Timeline Kentucky Retirement Systems Insurance T… in group Kentucky Retirement Systems More: the full row for Kentucky Retirement Systems Insurance Trust Fund 9,248 $324K 0.06% new 13F-HR Timeline Group Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 4,420 $323K 0.24% -1,068 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,398 $321K 0.09% +342 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,337 $317K 0.03% +8 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4,325 $316K 0.03% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,309 $315K 0.04% +5 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,293 $313K 0.01% -94 13F-HR Timeline CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 4,235 $309K 0.01% -17,913 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,164 $304K 0.02% 0 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 4,131 $302K 0.01% -366 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,112 $300K 0.02% new 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. 4,100 $299K 0.01% -105 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,084 $298K <0.01% +319 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 4,000 $292K 0.11% 0 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 4,000 $292K 0.03% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,984 $291K <0.01% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,844 $281K 0.01% -105 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,842 $281K 0.01% -490 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 3,837 $280K <0.01% -104 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,822 $279K 0.08% -1,461 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,802 $278K 0.01% 0 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 3,800 $278K <0.01% 0 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 3,794 $277K 0.73% 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,791 $277K 0.01% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,763 $275K <0.01% -255 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 3,665 $268K 0.58% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,655 $267K 0.02% +96 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,642 $266K 0.11% -4,282 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,618 $264K <0.01% -7,830 13F-HR/A Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,587 $262K <0.01% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,560 $260K 0.01% -1,332 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,535 $258K 0.06% -131 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 3,528 $258K 0.22% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,491 $255K <0.01% -389 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,480 $254K 0.04% -79 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,266 $251K 0.12% +31 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,432 $251K <0.01% new 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 3,327 $250K 0.14% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,410 $249K 0.01% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 3,404 $249K 0.18% new 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,385 $247K 0.01% new 13F-HR/A Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,369 $246K 0.06% 0 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 3,285 $240K <0.01% new 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 3,282 $240K <0.01% new 13F-HR Timeline Group NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 3,270 $239K 0.02% new 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,261 $238K 0.02% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,250 $237K 0.03% -228 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,204 $234K <0.01% +133 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,067 $234K 0.02% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,188 $233K 0.01% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 3,161 $231K <0.01% -665 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,154 $230K <0.01% -6,289 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,143 $230K <0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,135 $229K 0.01% -1,019 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,123 $228K 0.01% +80 13F-HR Timeline Portman Square Capital LLP More: the full row for Portman Square Capital LLP 3,116 $228K 0.04% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,023 $221K 0.01% +12 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 3,000 $219K 0.09% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,996 $219K 0.05% 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,989 $218K 0.18% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,980 $218K 0.01% new 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 2,975 $217K 0.11% -1,152 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,970 $217K 0.18% 13F-HR/A Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,964 $216K <0.01% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 2,964 $216K 0.01% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,921 $213K 0.02% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,921 $213K 0.11% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,904 $212K 0.01% +1,359 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,900 $212K 0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,848 $208K 0.04% +1,918 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 2,830 $207K 0.05% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,788 $204K <0.01% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,768 $202K 0.08% 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,750 $201K 0.04% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,750 $201K 0.02% new 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 2,709 $198K 0.06% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,616 $191K 0.01% -96 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,597 $190K 0.01% -621 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,570 $188K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,540 $186K 0.02% +574 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,383 $174K 0.02% -58 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,367 $173K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,220 $167K <0.01% +21 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,258 $165K <0.01% +1,252 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,970 $144K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,947 $142K 0.09% -562 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,904 $139K 0.07% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,786 $130K 0.02% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,700 $124K 0.09% -75 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,671 $122K <0.01% +553 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,610 $118K 0.03% +41 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,476 $108K <0.01% new 13F-HR Timeline Group Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 1,397 $102K 0.07% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,241 $90.6K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,234 $90.1K <0.01% -1,194 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,206 $88.1K <0.01% +278 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,172 $85.6K <0.01% -120 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,090 $79.6K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,082 $79K 0.02% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,050 $76.7K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,000 $73K <0.01% -7 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 1,000 $73K 0.02% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 996 $72.7K 0.02% +4 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 980 $71.6K <0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 958 $70K 0.01% +256 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 931 $68K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 930 $68K <0.01% +108 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 907 $66.2K 0.06% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 867 $63.3K 0.01% -32 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 855 $62.4K 0.04% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 800 $58.5K 0.01% +179 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 800 $58.4K 0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 774 $56.5K 0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 766 $55.9K 0.01% +160 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 764 $55.8K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 679 $49.6K <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 654 $47.8K <0.01% +125 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 620 $45.3K 0.03% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 614 $44.8K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 600 $43.8K 0.03% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 573 $41.8K 0.03% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 571 $41.7K <0.01% -160 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 555 $40.5K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 547 $39.9K <0.01% -132 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 527 $38.5K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 500 $36.5K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 493 $36K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 444 $32.4K <0.01% +34 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 422 $30.8K <0.01% +1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 421 $30.8K <0.01% +2 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 406 $29.6K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 405 $29.6K <0.01% +18 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 399 $29.1K 0.01% +2 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 399 $29.1K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 396 $28.9K 0.01% +297 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 370 $28.5K 0.02% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 370 $28.5K 0.02% 0 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 370 $27K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 379 $27K 0.01% +66 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 340 $24.8K 0.02% 13F-HR/A Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 337 $24.6K 0.01% +205 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 325 $23.7K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 321 $23.4K 0.01% -21 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 317 $23.2K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 310 $22.6K <0.01% +4 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 308 $22.5K <0.01% +120 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 305 $22.3K 0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 298 $21.8K 0.01% +21 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 290 $21.2K 0.01% 0 13F-HR Timeline