EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,941 $381K 0.02% +3,836 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,936 $380K 0.02% 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 4,932 $380K 0.29% +36 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,875 $375K 0.01% -440 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,872 $375K 0.11% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,777 $368K 0.01% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 4,743 $365K 0.02% -38 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 4,710 $363K <0.01% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,694 $361K 0.05% +31 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,692 $361K 0.02% +1,234 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,659 $359K 0.01% -326 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,650 $358K 0.01% +1,289 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,625 $356K 0.08% +773 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,606 $355K <0.01% -8,994 13F-HR Timeline Group ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 4,600 $354K 0.01% -1,872 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 4,590 $353K 0.02% -21,958 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 4,519 $348K 0.5% new 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 4,480 $345K 0.29% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,114 $342K 0.01% +18 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,413 $340K 0.01% +23 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,371 $337K 0.02% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,361 $336K 0.1% -24,901 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,361 $336K +4,306 Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,312 $332K 0.01% 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,295 $331K 0.08% +91 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,270 $329K 0.04% +3 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,160 $320K 0.01% +364 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 4,174 $319K <0.01% -4,533 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,136 $319K 0.01% -449 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 4,114 $317K <0.01% -77 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 4,048 $312K 0.16% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 4,037 $311K <0.01% +88 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,015 $309K 0.05% +513 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,015 $309K 0.05% -1,424 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,941 $303K 0.02% -3,949 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,927 $302K 0.01% -389 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,927 $302K 0.19% -402 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,915 $302K 0.01% -2,601 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 3,866 $298K 0.09% +116 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,860 $297K <0.01% +738 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,847 $296K 0.03% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,802 $293K 0.04% +26 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,795 $292K <0.01% +422 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,790 $292K <0.01% +314 13F-HR Timeline Group Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 3,785 $291K 0.05% -7,019 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,745 $288K 0.02% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,658 $282K 0.01% +428 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,628 $279K 0.05% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,597 $277K 0.07% -1,290 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,439 $265K 0.21% +1 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 3,389 $261K <0.01% +1,867 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,385 $261K 0.01% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,310 $255K 0.01% -60 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,307 $255K <0.01% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 3,287 $253K <0.01% -1,813 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,267 $252K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,253 $251K 0.01% 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 3,225 $248K 0.62% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,212 $247K 0.02% -1,918 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,181 $245K 0.05% +94 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,166 $244K <0.01% -33 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,130 $241K 0.03% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 3,119 $240K 0.06% +19 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,086 $238K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,068 $236K 0.01% -657 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,055 $235K 0.02% new 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,009 $232K 0.03% -761 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 2,975 $229K 0.37% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,862 $229K 0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,949 $227K <0.01% new 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,841 $223K 0.01% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,874 $221K <0.01% new 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,815 $217K 0.02% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,787 $215K 0.02% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,738 $211K <0.01% -174 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,594 $208K 0.08% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,666 $205K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,644 $204K <0.01% +193 13F-HR/A Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,640 $203K <0.01% -300 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,608 $201K 0.02% -37,581 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,586 $199K <0.01% new 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,502 $193K 0.01% +61 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,268 $175K 0.01% +1,883 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,209 $170K 0.03% 0 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 2,200 $169K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,046 $157K 0.01% -105 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,945 $150K <0.01% +227 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,911 $147K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,850 $142K 0.03% +150 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,809 $139K 0.01% -3 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,793 $138K <0.01% +558 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,624 $125K <0.01% -100 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,582 $122K 0.01% +697 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,462 $113K 0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,455 $112K <0.01% +424 13F-HR/A Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,346 $104K <0.01% +44 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,329 $102K <0.01% +1,106 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,250 $96.3K 0.03% +223 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,149 $88.5K 0.02% +1,076 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,078 $83K <0.01% -166 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,042 $80K <0.01% new 13F-HR Timeline Group Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,000 $77K 0.04% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 940 $72.4K <0.01% +40 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 931 $71.7K <0.01% +271 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 835 $64.6K 0.01% -285 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 785 $60.5K <0.01% -90 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 604 $46.5K <0.01% +35 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 600 $46.2K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 595 $46K <0.01% -214 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 551 $42.4K 0.02% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 541 $41.7K 0.01% +200 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 529 $40.7K <0.01% +322 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 521 $40.1K <0.01% +495 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 483 $37.2K 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 482 $37.1K <0.01% +4 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 455 $35K <0.01% -179 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 393 $30.3K 0.01% 0 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 383 $29.5K -6,599 Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 372 $28.6K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 368 $28.3K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 360 $27.7K <0.01% -5 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 333 $25K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 319 $24K <0.01% +45 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 318 $24K <0.01% -13 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 276 $21.2K 0.04% -3,400 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 270 $20.8K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 267 $20.6K <0.01% -271 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 264 $20.3K 0.01% -108 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 250 $19.3K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 251 $19K 0.01% -5 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 240 $18.5K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 232 $17K 0.01% -250 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 211 $16.2K 0.01% +16 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 210 $16.2K <0.01% +68 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 205 $15.8K 0.01% +179 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 200 $15.4K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 198 $15.2K <0.01% -58 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 194 $14.9K <0.01% +129 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 188 $14.5K <0.01% +1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 185 $14.2K <0.01% +135 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 180 $13.9K <0.01% +32 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 170 $13.1K 0.01% -15 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 154 $11.9K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 153 $11.8K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 140 $10.8K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 129 $10.2K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 128 $9.86K <0.01% +29 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 127 $9.78K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 116 $8.93K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 115 $8.86K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 114 $8.78K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 110 $8.47K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 106 $8.16K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 97 $7.47K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 97 $7.47K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 87 $6.7K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 86 $6.62K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 81 $6.24K <0.01% +19 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 80 $6.16K <0.01% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 77 $5.89K 0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 70 $5.39K <0.01% +45 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 68 $5.24K <0.01% +2 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 65 $5.01K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 64 $5K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 64 $5K <0.01% 0 13F-HR/A Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 62 $4.78K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 60 $4.62K <0.01% +34 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 60 $4.62K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 59 $4.54K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 54 $4.16K <0.01% 0 13F-HR Timeline Group MOTCO More: the full row for MOTCO 48 $4K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 50 $3.85K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 48 $3.7K <0.01% -31 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 47 $3.62K <0.01% +2 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 47 $3.62K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 44 $3.39K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 44 $3.38K <0.01% +1 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 42 $3.23K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 38 $2.93K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 37 $2.85K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 35 $2.7K <0.01% +12 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 32 $2.46K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 30 $2.31K <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. 29 $2.23K <0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 27 $2.08K <0.01% -22 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 26 $2K <0.01% +8 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 24 $1.85K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 24 $1.85K <0.01% +10 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 22 $1.69K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 21 $1.62K <0.01% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 20 $1.54K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 19 $1.46K <0.01% -2 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 18 $1.4K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 18 $1.39K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 16 $1.23K <0.01% -10 13F-HR/A Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 15 $1.16K <0.01% +9 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 20 $1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 16 $1K <0.01% +12 13F-HR/A Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 12 $925 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 12 $925 <0.01% 0 13F-HR Timeline