WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 691 $81.5K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 691 $81.5K 0.01% +376 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 680 $80.2K <0.01% new 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 680 $80.2K 0.04% +5 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 666 $78.6K 0.03% +647 13F-HR Timeline Quarry LP More: the full row for Quarry LP 660 $77.9K 0.02% -565 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 635 $74.9K 0.04% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 632 $74.6K 0.06% -22 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 630 $74.3K 0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 614 $72.5K <0.01% -616 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 612 $72.2K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 612 $72.2K <0.01% -16 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 610 $72K 0.03% 0 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 600 $70.8K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 582 $68.7K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 532 $64.1K <0.01% -11,106 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 524 $62K <0.01% -25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 514 $60.7K 0.04% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 500 $59K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 499 $58.9K <0.01% -48 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 455 $53.7K <0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 445 $52.5K 0.02% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 420 $49.6K 0.04% +63 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 403 $47.5K 0.02% +1 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 400 $47.5K <0.01% 0 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 354 $41.8K 0.02% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 353 $41.7K 0.02% +17 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 351 $41.4K 0.03% +96 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 336 $39.7K <0.01% +12 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 334 $38.4K 0.01% +4 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 324 $38.2K <0.01% -5 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 313 $37K 0.02% +27 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 311 $36.7K <0.01% -24 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 302 $35.6K <0.01% -4 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 300 $35.4K 0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 300 $35.4K 0.02% -300 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 299 $35.3K <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 296 $34.9K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 285 $33.6K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 284 $33.5K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 277 $32.7K 0.03% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 276 $32.6K <0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 273 $32.2K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 276 $32K <0.01% -9 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 265 $31.3K <0.01% -125 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 264 $31.2K 0.02% +45 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 263 $31K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 259 $30.6K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 249 $30K 0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 253 $29.9K 0.01% -7 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 222 $29.8K <0.01% +192 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 214 $29.8K 0.33% +212 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 252 $29.7K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 250 $29.5K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 254 $29K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 239 $28.2K <0.01% -97 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 233 $27.5K <0.01% +4 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 233 $27.5K <0.01% 0 13F-HR/A Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 216 $25.5K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 213 $25K <0.01% -50 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 212 $25K <0.01% +78 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 210 $24.8K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 205 $24.2K <0.01% -4 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 200 $23.6K 0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 200 $23.6K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 197 $23.2K <0.01% 0 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 187 $23K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 193 $22.8K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 192 $22.7K 0.01% new 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 186 $22K 0.43% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 186 $21.9K 0.01% -81 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 159 $18.8K <0.01% -62 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 157 $18.5K <0.01% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 156 $18.4K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 150 $17.7K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 150 $17.7K <0.01% -3 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 150 $17.7K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 145 $17.1K 0.01% +6 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 140 $16.5K 0.02% 0 13F-HR/A Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 138 $16.3K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 137 $16.2K <0.01% -2,215 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 136 $16K 0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 134 $15.8K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 132 $15.6K <0.01% 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 132 $15.6K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 118 $13.9K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 110 $13K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 108 $12.8K <0.01% +46 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 106 $12.8K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 102 $12K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 11,801 $11.8K 0.02% +11,701 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $11.8K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 100 $11.8K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 100 $11.8K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 100 $11.8K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 100 $11.8K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 90 $10.7K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 80 $9.44K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 79 $9.32K <0.01% +64 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 75 $9.05K <0.01% -16 13F-HR Timeline Security National Bank More: the full row for Security National Bank 76 $8.97K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 75 $8.85K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 73 $8.62K <0.01% +71 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 72 $8.5K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 70 $8.26K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 68 $8.09K <0.01% +26 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 68 $8.03K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 68 $8.03K <0.01% -183 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 72 $8K <0.01% +22 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 64 $7.55K <0.01% -18 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 64 $7.55K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 64 $7.55K <0.01% +9 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 62 $7.32K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 61 $7.2K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 59 $6.96K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 54 $6.37K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 50 $5.9K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 50 $5.9K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 49 $5.78K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 48 $5.67K <0.01% -7 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 47 $5.55K <0.01% -66 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 45 $5.31K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 42 $4.96K <0.01% +35 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 40 $4.72K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 39 $4.6K <0.01% +7 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 37 $4.37K <0.01% -4 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 38 $4.36K <0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 36 $4.17K <0.01% -40 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 35 $4.13K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 32 $3.78K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 30 $3.54K <0.01% -6 13F-HR/A Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 29 $3.42K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 28 $3.3K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 28 $3.3K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 27 $3.2K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 27 $3.1K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 26 $3.08K <0.01% -44 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 26 $3.07K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 24 $2.84K <0.01% -59 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 24 $2.83K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 24 $2.83K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 24 $2.83K <0.01% -5 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 24 $2.72K <0.01% +12 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 23 $2.71K <0.01% +9 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 22 $2.6K <0.01% -3 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 19 $2.24K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 19 $2.24K <0.01% -9 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 19 $2.24K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 18 $2.18K <0.01% +14 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 18 $2.13K <0.01% -3 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 17 $2.01K <0.01% +9 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 13 $2K <0.01% -46 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 16 $1.89K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 16 $1.89K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 15 $1.77K <0.01% +12 13F-HR Timeline Trust Co More: the full row for Trust Co 14 $1.65K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 13 $1.53K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $1.42K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 12 $1.42K <0.01% +1 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 12 $1.42K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11 $1.3K <0.01% -12 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 11 $1.3K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 11 $1.3K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 10 $1.18K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 9 $1.06K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 9 $1.06K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 9 $1.06K <0.01% +3 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 8 $1K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8 $944 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 8 $944 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 7 $827 <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 7 $826 <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 6 $735 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $708 <0.01% +2 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $603 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5 $594 <0.01% -121 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $591 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 5 $590 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5 $590 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $590 <0.01% +3 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4 $473 <0.01% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 4 $472 <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 3 $354 <0.01% -34 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3 $354 <0.01% -10 13F-HR/A Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3 $354 <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2 $236 <0.01% -539 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2 $236 <0.01% -40 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2 $236 <0.01% new 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1 $83 <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 0 $8 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.