BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 35,324 $467K 0.12% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 34,622 $458K 0.01% -999 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 34,157 $452K 0.01% +128 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 34,116 $451K 0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 32,874 $435K <0.01% -72 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 32,790 $434K <0.01% +13,771 13F-HR Timeline Group AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 32,564 $431K 0.08% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 32,507 $430K <0.01% -22 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 31,359 $415K 0.01% +875 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 30,429 $406K <0.01% +14,696 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 30,667 $406K 0.09% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 30,693 $406K 0.13% -954 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 30,547 $404K 0.05% -21,562 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 30,462 $403K 0.1% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 30,432 $402K 0.03% +17,139 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 30,361 $402K 0.02% -19,847 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 30,341 $401K 0.04% +1,511 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 30,174 $399K 0.01% +449 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 29,862 $395K 0.24% -749 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 29,813 $394K 0.22% -26,569 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 29,263 $387K 0.09% -34 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 28,707 $380K 0.29% -150 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 28,434 $376K 0.53% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 28,087 $371K <0.01% +7,087 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 28,009 $370K 0.3% +16,657 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 27,644 $366K <0.01% -8,923 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 27,046 $358K <0.01% +499 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 26,582 $352K 0.01% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 26,425 $349K 0.02% -1,092 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 26,148 $346K 0.11% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 26,107 $345K <0.01% -8,952 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 25,939 $343K 0.01% -3,150 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 25,751 $341K <0.01% -313 13F-HR Timeline Group FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 25,498 $337K 0.09% +2,189 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 25,600 $335K <0.01% +2,548 13F-HR Timeline Group CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 25,000 $331K 0.04% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 24,676 $326K 0.06% -109 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 24,634 $326K 0.01% -1,594 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 24,627 $326K <0.01% +2,104 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 24,350 $322K 0.16% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 20,558 $321K 0.07% +397 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 23,596 $319K <0.01% +118 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 23,963 $317K 0.06% +377 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 23,948 $317K 0.01% +2,907 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 23,625 $312K 0.03% new 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 23,624 $312K <0.01% +3,564 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 23,465 $310K <0.01% -3,186 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 22,637 $310K 0.02% -4,424 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 23,162 $306K 0.3% -6,380 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 22,786 $301K <0.01% +2,469 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 22,620 $299K <0.01% +9,895 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 20,270 $298K 0.05% -29,479 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 22,519 $298K <0.01% +1,391 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 22,490 $297K 0.01% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 22,335 $295K <0.01% +269 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 21,869 $289K 0.01% +1 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 21,559 $285K 0.12% -687 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 21,550 $285K 0.23% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 21,375 $283K 0.07% +306 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 21,039 $278K <0.01% +3,962 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 20,989 $278K <0.01% -1,818 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 20,220 $277K 0.01% 0 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 20,912 $277K 0.06% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 20,545 $272K 0.03% -2,615 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 20,530 $272K 0.04% -600 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 20,501 $271K 0.01% +7,722 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 20,397 $270K <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 20,233 $268K <0.01% -840 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 19,982 $264K 0.04% 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 19,742 $261K <0.01% +141 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 19,272 $255K <0.01% +799 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 19,021 $252K 0.03% +342 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 18,746 $248K 0.01% +78 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 18,738 $248K 0.09% -179 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 18,717 $248K 0.01% -377 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 18,714 $247K <0.01% -3,113 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 18,662 $247K <0.01% +643 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 14,951 $245K 0.02% +3,808 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 18,032 $238K 0.21% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 18,000 $238K 0.02% -8,000 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 17,822 $236K <0.01% -18,604 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 17,164 $227K <0.01% 0 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 16,241 $222K 0.03% -1,841 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 16,683 $221K <0.01% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 16,440 $217K 0.03% +398 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 13,818 $213K 0.11% +354 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 15,932 $211K 0.09% +2,901 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 15,822 $209K 0.2% 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 15,545 $207K 0.02% -319 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 15,642 $207K 0.01% +202 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 15,642 $207K 0.16% 0 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 15,384 $203K 0.07% 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 15,139 $200K <0.01% new 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 15,000 $198K 0.02% 0 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 15,000 $198K 0.13% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 14,940 $198K 0.03% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 14,650 $194K 0.01% +255 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 14,520 $192K 0.1% -3,729 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14,495 $192K 0.01% +3,737 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 14,478 $191K <0.01% -3,395 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 14,469 $191K <0.01% +252 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 14,383 $190K 0.15% new 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 14,378 $190K 0.16% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,180 $188K 0.01% -699 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 14,091 $186K 0.03% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 14,000 $185K 0.01% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 13,567 $183K 0.12% -665 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 13,656 $181K 0.02% new 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 13,639 $180K 0.14% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 13,397 $177K <0.01% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 13,262 $175K 0.02% 0 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,240 $175K <0.01% +194 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 13,341 $175K 0.02% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 13,084 $173K 0.02% -1,215 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 13,052 $173K <0.01% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 12,925 $171K 0.03% +182 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 12,920 $171K <0.01% -123 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 12,648 $167K <0.01% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 11,790 $156K 0.02% +1,654 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,750 $155K 0.01% -7,019 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 11,699 $155K 0.04% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,639 $154K <0.01% +196 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,626 $154K <0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,600 $153K <0.01% +326 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,470 $152K <0.01% +1,887 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 11,361 $150K 0.02% +11,343 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,313 $150K <0.01% -2,413 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 11,151 $147K 0.03% -20 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 11,118 $147K <0.01% -1,040 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 10,931 $145K 0.02% -300 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,879 $144K <0.01% -1,944 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 10,923 $144K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,582 $140K <0.01% +9,027 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 10,581 $140K 0.06% -805 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 10,481 $139K 0.02% new 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 10,444 $138K <0.01% -1,291 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,405 $138K <0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 10,292 $136K 0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,285 $136K <0.01% -699 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 10,047 $136K 0.02% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 10,115 $134K 0.08% -30 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 10,006 $132K 0.02% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 10,000 $132K 0.03% 0 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 8,989 $119K 0.05% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,674 $115K <0.01% +2,639 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8,193 $111K 0.05% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 8,111 $107K 0.29% -2,272 13F-HR/A Timeline Group Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 8,000 $106K <0.01% -8,420 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 7,441 $98.4K 0.02% -342 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 6,971 $92.2K 0.02% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 6,921 $91.5K 0.04% +6,102 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,269 $82.9K <0.01% +3,277 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,209 $82.1K 0.01% +495 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,599 $74K 0.01% 0 13F-HR Timeline Blue Owl Capital Holdings LP More: the full row for Blue Owl Capital Holdings LP 5,371 $71K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,146 $68.1K <0.01% +500 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,959 $65.6K <0.01% +1,280 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,805 $63.5K <0.01% -1,797 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,035 $53.4K <0.01% +1,382 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,620 $47.9K <0.01% +3,198 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,429 $45.3K <0.01% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,395 $44.2K <0.01% -32,766 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,304 $43.7K <0.01% +2,270 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,903 $38.4K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,364 $31.3K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,251 $29.8K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,239 $29.6K <0.01% -59 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,137 $28.3K <0.01% +100 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2,137 $28.3K 0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,100 $27.8K <0.01% 0 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 2,039 $27K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 31,933 $25.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,909 $25K 0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,830 $24.2K <0.01% -333 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,649 $21.8K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,631 $21.6K <0.01% 0 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,600 $21.2K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,591 $21K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,534 $20.3K <0.01% -647 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,526 $20.2K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,521 $20.1K <0.01% +219 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,460 $19.3K 0.02% +1,313 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,426 $18.9K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,395 $18.4K <0.01% +43 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,383 $18.3K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,328 $17K <0.01% 0 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,242 $16.4K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,229 $16.3K <0.01% +319 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,200 $16.2K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,117 $14.8K <0.01% +55 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,114 $14.7K <0.01% +1,088 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,104 $14.6K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,098 $14.3K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,024 $13.5K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,000 $13.2K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,000 $13.2K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,000 $13.2K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 925 $12.2K <0.01% -137 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 914 $12.1K <0.01% -144 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 894 $11.8K <0.01% 0 13F-HR Timeline