Jain Global LLC More: the full row for Jain Global LLC 18,871 $846K 0.01% new 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 18,466 $828K <0.01% +5,648 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 17,461 $783K 0.07% +673 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 17,361 $778K 0.01% +4,874 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 17,209 $772K 0.02% +5,214 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 17,107 $767K <0.01% 0 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 16,989 $762K 0.01% -34 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 16,935 $759K 0.01% +3,927 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 16,232 $728K 0.03% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 16,035 $719K <0.01% +4,142 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 15,975 $716K <0.01% new 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 15,878 $712K 0.01% +10,004 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 15,538 $697K 0.02% +391 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 15,471 $694K 0.01% -6,402 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 15,448 $693K 0.03% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 14,905 $668K 0.01% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 14,787 $663K 0.06% -1,576 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. 14,649 $657K <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 14,632 $656K <0.01% +665 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 14,500 $650K <0.01% new 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 13,874 $622K 0.19% -1,987 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 13,454 $603K 0.03% -39,196 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 13,409 $601K <0.01% +1,753 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 13,407 $601K 0.04% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 13,364 $599K <0.01% -2,884 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 13,227 $593K 0.07% -7,633 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 12,799 $574K 0.11% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 12,459 $559K 0.02% 0 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 11,782 $528K 0.03% -44 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 11,494 $515K 0.01% +3,330 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 11,492 $515K 0.01% -2,005 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 11,421 $512K <0.01% +1,923 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,003 $493K <0.01% +1,181 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 10,829 $486K <0.01% +975 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 10,555 $473K 0.03% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,467 $469K 0.02% -2,410 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 10,355 $464K 0.01% new 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 9,980 $448K <0.01% new 13F-HR Timeline Group Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 9,750 $437K 0.37% 0 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 9,664 $433K 0.01% -9,404 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 9,463 $424K <0.01% -1,930 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 9,236 $414K 0.04% +428 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,013 $404K <0.01% -170 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 9,062 $399K <0.01% -2,109 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 8,900 $399K 0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,841 $396K <0.01% -7,624 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 8,548 $383K <0.01% +264 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 8,219 $369K 0.05% -875 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,184 $367K <0.01% -3,661 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 8,133 $365K <0.01% +88 13F-HR Timeline S&CO INC More: the full row for S&CO INC 8,000 $358K 0.02% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 7,969 $357K 0.01% -691 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,939 $356K <0.01% +197 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,847 $352K <0.01% -6,325 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 7,565 $339K 0.15% -3,313 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 7,559 $339K 0.02% +7,368 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 7,420 $333K 0.08% -18,228 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,407 $332K <0.01% -3,942 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 7,397 $332K 0.18% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,346 $331K 0.02% -312 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 7,176 $322K 0.06% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,091 $318K <0.01% -155 13F-HR Timeline Group Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 7,000 $314K <0.01% new 13F-HR Timeline Group Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 6,880 $308K 0.01% +6,720 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 6,724 $301K 0.01% new 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 6,494 $291K 0.01% -154 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 6,477 $290K <0.01% new 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 6,383 $286K 0.04% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,349 $285K 0.01% -354 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,342 $284K <0.01% -129 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 6,313 $283K 0.02% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 6,276 $281K 0.19% -5,108 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,275 $281K <0.01% -791 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,233 $279K 0.1% -1,345 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 6,041 $271K 0.07% +1,384 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 5,755 $258K 0.01% new 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,722 $257K <0.01% -2,614 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,643 $253K 0.01% +752 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,584 $250K 0.01% +1,924 13F-HR/A Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 5,500 $247K 0.02% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 5,500 $247K <0.01% 0 13F-HR Timeline SEB Asset Management AB More: the full row for SEB Asset Management AB 5,499 $247K <0.01% 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,477 $246K <0.01% -1,186 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,973 $245K 0.03% -38 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 5,457 $245K <0.01% -80 13F-HR/A Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 5,453 $245K <0.01% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,448 $244K 0.02% -326 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 5,286 $237K 0.02% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 5,244 $235K 0.04% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,234 $235K 0.01% -2,184 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 5,215 $234K 0.01% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,114 $229K 0.13% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 5,076 $228K <0.01% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,042 $226K 0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,989 $224K 0.01% +501 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,849 $217K <0.01% -326 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,762 $214K 0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,635 $208K 0.01% -130 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 4,597 $206K 0.11% +31 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,568 $205K <0.01% +28 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 3,590 $161K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,377 $151K 0.01% -87 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,291 $148K 0.02% +400 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,271 $147K 0.02% +147 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,952 $132K <0.01% +377 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,805 $126K <0.01% -253 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,496 $112K <0.01% -173 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,502 $111K <0.01% +2,331 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 2,401 $108K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,350 $105K <0.01% +12 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,025 $90.8K <0.01% -1,031 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,883 $84.4K 0.09% -388 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,857 $83.3K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,810 $81.2K <0.01% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,526 $68.4K 0.03% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,413 $63.4K <0.01% +565 13F-HR/A Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,406 $63K 0.03% -415 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,289 $58K <0.01% +484 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,266 $57.1K <0.01% -1,034 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,218 $55.1K <0.01% -214 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,194 $53.5K <0.01% -81 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,092 $49K <0.01% -29 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,080 $48.6K <0.01% -318 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,062 $47.6K <0.01% -171 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,042 $46.7K <0.01% +600 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 975 $43.7K <0.01% -7 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 969 $43.5K <0.01% +680 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 925 $41.5K <0.01% -3,498 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 885 $39.7K 0.01% +138 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 847 $38K 0.03% -117 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 843 $37.8K <0.01% +292 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 741 $33.2K <0.01% +275 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 722 $32.6K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 607 $27.2K <0.01% -29 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 601 $26.9K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 615 $26.9K <0.01% +139 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 559 $25.1K <0.01% +502 13F-HR Timeline CX Institutional More: the full row for CX Institutional 558 $25K <0.01% +1 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 556 $24.9K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 529 $23.7K <0.01% -184 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 495 $22.2K 0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 489 $21.9K 0.02% -15 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 481 $21.6K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 431 $19.3K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 410 $18.4K <0.01% +233 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 399 $17.9K <0.01% +39 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 349 $15.7K <0.01% +261 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 346 $15.5K <0.01% 0 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 300 $14.4K 0.01% +150 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 315 $14.1K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 313 $14K <0.01% -23 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 308 $13.8K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 305 $13.7K <0.01% +150 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 290 $13K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 270 $12.1K <0.01% -536 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 249 $11.2K <0.01% +42 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 243 $10.9K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 239 $10.7K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 226 $10.1K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 221 $9.91K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 218 $9.78K <0.01% -27 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 214 $9.65K <0.01% +1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 214 $9.6K <0.01% +47 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 211 $9.46K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 205 $9.19K <0.01% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 176 $7.89K <0.01% +122 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 139 $6.23K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 141 $6.16K <0.01% +6 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 118 $5.29K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 110 $4.93K <0.01% -230 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 108 $4.84K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 105 $4.71K <0.01% new 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 100 $4.51K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 95 $4.26K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 87 $3.9K <0.01% new 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 86 $3.86K <0.01% -4 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 84 $3.77K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 79 $3.54K <0.01% +48 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 69 $3.09K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 68 $3.05K <0.01% -235 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 65 $2.92K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 58 $2.6K <0.01% 0 13F-HR Timeline Sapience Investments, LLC More: the full row for Sapience Investments, LLC 53 $2.38K 0.31% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 51 $2.29K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 50 $2.24K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 45 $2.04K <0.01% -1,444 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 45 $2.02K <0.01% +6 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 41 $1.85K <0.01% +24 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 35 $1.57K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 34 $1.54K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 1,170 $1.37K <0.01% 0 13F-HR/A Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 26 $1.17K <0.01% +15 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 23 $1.13K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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