JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 17,366 $1.17M 0.61% +176 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,131 $1.16M 0.01% +151 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 17,007 $1.15M 1.46% +28 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 16,796 $1.13M 0.01% +9,609 13F-HR Timeline Group LAM GROUP, INC. More: the full row for LAM GROUP, INC. 16,725 $1.13M 0.65% +1,445 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 16,042 $1.08M 0.61% +675 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,995 $1.08M <0.01% +6,378 13F-HR/A Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 15,993 $1.08M 0.04% +3,624 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 15,875 $1.07M 0.02% +15,098 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 15,572 $1.05M 0.05% +1,304 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 15,542 $1.05M 0.2% +399 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,495 $1.05M 0.04% +8,152 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 15,235 $1.03M <0.01% +414 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,761 $995K 0.01% 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 14,509 $978K 0.03% +410 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 14,232 $960K <0.01% new 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 14,019 $945K 0.01% +47 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,946 $918K 0.02% +2,953 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 13,120 $885K 0.61% +5,000 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 13,059 $881K 0.42% 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 13,021 $878K 0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,901 $870K <0.01% -1,643 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,858 $867K 0.03% +218 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 12,835 $865K 0.31% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 12,657 $853K 0.09% +348 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,594 $849K 0.02% -696 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 12,546 $846K 0.2% -73 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 12,528 $845K 0.06% +42 13F-HR/A Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 12,547 $840K <0.01% +41 13F-HR Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 12,135 $818K 0.47% +520 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 11,925 $804K 0.05% +3,396 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,899 $802K 0.04% +478 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 10,387 $702K 0.36% -13 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 10,083 $680K 0.13% +1,857 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 10,000 $674K 0.29% 0 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 10,300 $673K 0.07% 0 13F-HR/A Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 9,972 $669K 0.45% -23,509 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 9,854 $664K <0.01% -749 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 9,807 $661K 0.28% +156 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,705 $654K 0.01% +757 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 9,654 $651K 0.22% +593 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 9,444 $637K 0.18% +345 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 9,276 $625K 0.03% +3,805 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 9,204 $621K 0.05% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 9,132 $616K 0.04% -162 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 9,076 $612K 0.05% +2,364 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,979 $605K 0.05% -41 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,906 $601K 0.05% +649 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,868 $598K <0.01% -48,861 13F-HR Timeline Group Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 8,660 $584K 0.38% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 8,483 $572K 0.13% +545 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 8,312 $560K 0.3% -2,806 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,268 $558K <0.01% new 13F-HR Timeline Group KKM Financial LLC More: the full row for KKM Financial LLC 8,151 $550K 0.1% +180 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 8,083 $545K 0.03% +186 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 7,981 $538K <0.01% new 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 7,871 $531K 0.08% -263 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 7,715 $520K 0.31% +7,693 13F-HR Timeline Brandywine Asset Management, Inc. More: the full row for Brandywine Asset Management, Inc. 7,699 $518K 0.36% 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 7,588 $512K 0.33% 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 7,513 $508K 0.49% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 7,468 $502K 0.13% -400 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 7,420 $500K 0.11% -51 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,370 $497K 0.01% -172 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 7,337 $495K 0.2% +534 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,326 $494K 0.05% 0 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 7,316 $493K 0.2% -661 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,292 $492K 0.05% -341 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,179 $484K 0.1% -547 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,147 $482K 0.04% -171 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,135 $481K <0.01% new 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 7,120 $480K 0.35% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,885 $464K 0.07% -55,945 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,675 $450K 0.06% +167 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 6,473 $436K 0.43% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,369 $429K <0.01% -21 13F-HR Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 6,044 $408K 0.08% -23,033 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 5,999 $405K 0.07% -96 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,668 $382K 0.01% -28 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 5,663 $382K 0.1% -97 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,571 $376K 0.05% +472 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 5,565 $375K 0.01% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,522 $372K 0.11% new 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,350 $361K 0.03% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,317 $359K 0.03% +1,472 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,274 $356K 0.02% +2,990 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,256 $354K 0.02% +628 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,096 $344K 0.03% +291 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,938 $333K 0.03% 0 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 4,847 $327K 0.15% +46 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,754 $321K 0.01% 0 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,593 $310K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,545 $306K 0.01% +1,979 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 4,539 $306K 0.11% +646 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,480 $302K 0.04% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,472 $302K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 4,472 $302K 0.07% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,468 $301K 0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,381 $295K 0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 4,310 $291K 0.18% 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 3,960 $267K 0.21% +207 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,894 $263K 0.02% +36 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,875 $261K <0.01% +191 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,803 $256K 0.04% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,755 $253K <0.01% +10 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,749 $253K <0.01% +7 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 3,716 $251K 0.15% -12 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 3,707 $250K 0.2% 0 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 3,697 $249K 0.02% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,662 $247K <0.01% +725 13F-HR Timeline Group BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 3,645 $246K 0.01% -1,174 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,596 $242K 0.04% +58 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,577 $241K 0.02% -1,286 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,550 $239K 0.11% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,490 $235K 0.05% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,483 $235K 0.03% -11 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,475 $234K 0.02% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,468 $234K 0.01% +83 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,447 $232K 0.04% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,367 $227K 0.01% 0 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 3,348 $226K 0.03% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,311 $223K <0.01% new 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,270 $220K 0.01% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,255 $219K 0.12% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,248 $219K 0.01% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,230 $218K 0.13% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,228 $218K 0.03% -148 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 3,178 $214K 0.03% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,160 $213K 0.92% -19,145 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,097 $209K 0.07% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,057 $206K 0.06% new 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 3,050 $206K 0.09% -2,300 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,035 $205K 0.15% -1 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,029 $204K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,799 $189K 0.11% +3 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,538 $171K <0.01% +1,802 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,487 $168K <0.01% +298 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,420 $163K <0.01% +330 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,223 $150K 0.01% -1,011 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,148 $145K 0.01% +1,161 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,145 $145K 0.02% -6 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,720 $116K <0.01% +590 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,535 $104K <0.01% +171 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,341 $90.4K 0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,278 $86.2K 0.02% +1,262 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,197 $80.7K <0.01% -353 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,182 $79.7K 0.03% +22 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,085 $73.2K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 952 $64.2K <0.01% +583 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 906 $61.1K 0.02% +12 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 866 $58.4K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 825 $55.6K 0.01% +300 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 757 $51K 0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 743 $50.1K 0.04% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 642 $43.2K 0.01% +1 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 630 $43K 0.01% +11 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 625 $42.1K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 614 $41.4K <0.01% +35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 534 $36K 0 Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 500 $33.7K 0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 450 $30.3K 0.01% +40 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/ 428 $28.9K <0.01% -78 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 427 $28.8K 0.01% +200 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 415 $28K 0.02% 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 386 $26K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 379 $25.6K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 374 $25.2K 0.01% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 362 $24.4K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 352 $23.8K <0.01% -192 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 327 $22.1K <0.01% +297 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 315 $21.2K 0.01% 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 281 $18.9K <0.01% +131 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 264 $17.8K 0.01% 0 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 254 $17.1K 0.01% +134 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 244 $16.5K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 207 $14K <0.01% -71 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 200 $13.5K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 188 $12.7K <0.01% -63 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 182 $12.3K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 182 $12.3K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 180 $12.2K <0.01% -47 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 12,162 $12.2K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 169 $11.4K 0.09% -1 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 166 $11.2K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 152 $10.2K <0.01% +69 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 150 $10.1K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 148 $9.98K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 143 $9.66K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 134 $9.04K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 130 $8.77K <0.01% new 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 129 $8.7K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 122 $8.23K <0.01% +74 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 120 $8.09K 0.01% 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 117 $8K <0.01% -111 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 112 $7.55K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 111 $7.48K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 103 $6.95K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 94 $6.34K <0.01% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 85 $5.73K <0.01% 0 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 84 $5.66K <0.01% -3 13F-HR Timeline