Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,477 $413K <0.01% -668 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,453 $411K 0.01% -269 13F-HR/A Timeline Group Owlhouse Capital LP More: the full row for Owlhouse Capital LP 4,400 $406K 0.54% -800 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/ 4,314 $398K <0.01% +875 13F-HR Timeline Group CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 4,281 $395K <0.01% -3,851 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 4,346 $393K <0.01% -1,015 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,259 $393K 0.01% +1,527 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,241 $391K 0.03% +26 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,237 $391K 0.06% -3,840 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,141 $382K 0.01% -68 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,103 $378K 0.01% +644 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,100 $378K 0.04% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,069 $375K 0.01% -150 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,021 $371K 0.02% +1,010 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,012 $370K 0.01% -513 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,012 $370K 0.06% +827 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 4,000 $369K 0.03% +294 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,958 $365K 0.01% +668 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,890 $359K 0.06% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,847 $355K 0.02% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,840 $354K 0.2% -109 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,790 $349K 0.01% -212 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,763 $347K 0.04% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,776 $346K 0.01% -47 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,718 $343K 0.01% new 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,621 $334K <0.01% +20 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,610 $333K 0.03% -157 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,595 $331K <0.01% new 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,580 $330K 0.02% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,579 $330K 0.01% -26 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,566 $329K 0.03% -362 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,556 $328K 0.06% +249 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,545 $327K 0.01% new 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,504 $323K 0.01% +666 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,481 $321K <0.01% -73 13F-HR Timeline Group DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 3,389 $313K <0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,378 $311K 0.02% +217 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,346 $309K <0.01% -5,448 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,343 $308K 0.01% +45 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,272 $302K 0.04% -6,171 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,250 $300K 0.01% +333 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,182 $293K 0.02% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,179 $293K 0.01% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,168 $292K 0.01% -49,475 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,140 $290K <0.01% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,112 $287K 0.08% 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 3,107 $286K <0.01% -640 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,069 $283K 0.05% -2,765 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,062 $282K <0.01% -6,446 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,975 $274K 0.01% +11 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,969 $274K 0.02% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,961 $273K 0.03% +1 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,945 $272K <0.01% +240 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,909 $268K 0.01% -889 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,839 $262K <0.01% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,830 $261K 0.15% -443 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,780 $256K <0.01% -9 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,498 $255K 0.15% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,708 $250K <0.01% -3,141 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,677 $247K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,649 $244K <0.01% +1,759 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,649 $244K 0.03% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,640 $243K 0.02% -295 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,596 $239K 0.13% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,568 $237K 0.02% new 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 2,552 $235K 0.14% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,496 $230K <0.01% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,469 $228K 0.13% new 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 2,468 $228K 0.1% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,468 $228K 0.08% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,458 $227K 0.01% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,454 $226K 0.04% new 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,442 $225K 0.02% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,415 $223K 0.02% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,378 $219K +2,320 Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,375 $219K <0.01% -314 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,406 $216K 0.01% -569 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,327 $215K <0.01% -1,686 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,305 $213K 0.02% new 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 2,291 $211K 0.04% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,270 $209K <0.01% -1,098 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,262 $209K 0.01% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,250 $207K 0.02% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,214 $204K 0.02% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,210 $204K 0.01% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,206 $203K 0.04% new 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 2,200 $203K 0.03% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,189 $202K 0.06% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,170 $200K 0.03% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,134 $197K <0.01% +421 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2,124 $196K 0.02% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,094 $193K <0.01% +429 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,054 $189K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,044 $188K 0.01% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,911 $176K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,835 $169K 0.04% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,690 $156K <0.01% +377 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,604 $148K <0.01% +155 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,480 $136K 0.03% +150 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,380 $127K 0.04% +31 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,369 $126K <0.01% -255 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,315 $121K 0.02% -522 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,303 $120K 0.01% -331 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,292 $119K <0.01% -433 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 1,196 $110K 0.03% +746 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,149 $106K 0.02% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,115 $103K 0.1% +71 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,075 $99.1K <0.01% -2,067 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,000 $92.2K 0.04% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 995 $90.5K <0.01% -4 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 940 $86.7K <0.01% 0 13F-HR Timeline Group MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 937 $86.4K <0.01% new 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 936 $86.3K 0.01% -39 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 906 $83.5K <0.01% +66 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 865 $79.8K 0.03% +380 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 847 $78.1K <0.01% +2 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 829 $76.4K <0.01% +27 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 667 $61.5K <0.01% +174 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 659 $60.8K <0.01% +88 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 627 $58K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 626 $57.7K <0.01% -355 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 603 $55.6K 0.06% -2,130 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 595 $54.9K 0.01% -64 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 560 $51.6K 0.03% -9,617 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 540 $49.8K <0.01% -2,100 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 523 $48.2K <0.01% +12 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 505 $46.6K <0.01% +413 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 500 $46.1K 0.02% -17,677 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 483 $44.5K 0.03% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 467 $43.1K <0.01% new 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 424 $39.1K <0.01% +107 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 421 $38.8K <0.01% +11 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 370 $34.1K <0.01% +112 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 333 $31K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 319 $29.4K <0.01% +312 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 310 $28.6K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 302 $27.9K <0.01% +66 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 300 $27.7K <0.01% 0 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 300 $27.7K -4,672 Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 297 $27.4K 0.01% -38 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 278 $26K <0.01% +16 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 277 $25.5K 0.02% 0 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 277 $25.5K <0.01% -95 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 270 $24.9K <0.01% +4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 262 $24.2K <0.01% +11 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 255 $23.5K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 250 $23.1K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 221 $20.4K <0.01% +93 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 218 $20.1K <0.01% +33 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 217 $20K 0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 206 $19K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 200 $18.4K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 198 $18.3K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 196 $18.1K <0.01% -10 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 195 $18K <0.01% +5 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 192 $17.7K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 185 $17.1K 0.01% +18 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 182 $16.8K 0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 179 $16.5K <0.01% +7 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 175 $16.1K <0.01% +17 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 172 $15.9K <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 165 $15.2K 0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 157 $15K 0.01% -37 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 161 $14.8K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 154 $14K <0.01% +81 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 146 $13.5K <0.01% +42 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 143 $13.2K <0.01% +76 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 151 $13K <0.01% 0 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 144 $13K <0.01% +123 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 140 $12.9K <0.01% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 138 $12.7K <0.01% +56 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 126 $11.6K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 115 $10.6K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 115 $10.6K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 113 $10.4K <0.01% +44 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 110 $10.1K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 106 $9.77K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 99 $9.13K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 97 $8.83K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 93 $8.58K <0.01% +87 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 92 $8.48K <0.01% -14 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 92 $8.48K <0.01% -5 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 90 $8.3K <0.01% +72 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 84 $7.75K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 83 $7.65K <0.01% -5,416 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 83 $7.65K <0.01% +67 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 82 $7.56K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 82 $7.54K <0.01% -21 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 80 $7.38K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 79 $7.29K <0.01% 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 77 $7.1K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 74 $6.82K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 73 $6.73K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 68 $6.27K <0.01% +2 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 68 $6.18K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 66 $6.09K <0.01% +14 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 64 $6K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 65 $5.99K <0.01% -3 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 65 $5.9K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 61 $5.62K <0.01% new 13F-HR Timeline