Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 400 $82K 0.08% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 402 $81.7K 0.01% +1 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 402 $81.6K 0.02% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 400 $81.3K 0.04% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 400 $80.9K 0.02% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 392 $79.7K 0.05% -173 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 500 $77.8K <0.01% +230 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 377 $76.6K <0.01% -306 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Asset Planning,Inc More: the full row for Asset Planning,Inc 375 $76.2K 0.05% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 359 $72.9K 0.01% -31 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 354 $71.9K <0.01% +170 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 353 $71.7K 0.02% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 350 $71.1K 0.05% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 345 $70.1K 0.06% -35 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 332 $69.8K 0.01% +63 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 338 $68.7K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 333 $67.6K 0.01% +1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 330 $67.1K 0.02% +307 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 327 $66.4K 0.01% +2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 324 $66.3K 0.03% -45 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 323 $65.6K 0.02% -116 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 320 $65K 0.02% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 317 $64K 0.05% -194 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 314 $63.8K 0.02% -14 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 310 $63K 0.01% new 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 300 $61K 0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 295 $59.9K 0.01% -21 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 292 $59.3K 0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 289 $58.7K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 282 $57.3K 0.04% -46 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 283 $57K 0.01% +116 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 277 $56.3K 0.01% +67 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 275 $55.9K 0.04% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 270 $55.3K 0.01% +8 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 271 $55.3K 0.02% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 271 $55.1K 0.01% +55 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 270 $54.9K 0.04% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 270 $54.9K 0.02% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 267 $54.2K 0.02% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 264 $53.7K 0.02% -18 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 264 $53.6K 0.03% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 263 $53.4K 0.01% +94 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 262 $53.2K 0.02% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 259 $52.6K 0.02% -22 13F-HR/A Timeline ROGCO, LP More: the full row for ROGCO, LP 252 $51.2K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 253 $51K <0.01% +31 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 242 $49.1K 0.01% +1 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 240 $48.8K 0.05% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 238 $48.4K 0.04% -10 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 239 $48K 0.01% -59 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 236 $48K 0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 235 $47.7K 0.03% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 234 $47.5K 0.02% -8 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 233 $47.3K 0.08% 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 227 $46.1K 0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 221 $45K 0.02% -50 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 217 $44.1K 0.01% -60 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 215 $44K 0.01% -11 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 215 $43.7K 0.02% +74 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 211 $42.9K 0.03% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 209 $42.5K 0.01% +83 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 200 $42.1K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 206 $41.9K 0.02% +1 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 205 $41.7K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 202 $41K 0.01% +2 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 201 $40.8K 0.01% -97 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 201 $40.8K 0.03% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 193 $39.2K 0.01% +21 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 193 $39K 0.01% +1 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 186 $37.8K 0.04% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 181 $36.8K 0.01% new 13F-HR/A Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 181 $36.8K <0.01% -494 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 178 $36.2K <0.01% +53 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 175 $36K 0.01% 0 13F-HR/A Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 175 $35.6K 0.03% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 176 $35K 0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 168 $34.1K 0.21% 0 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 165 $33.5K <0.01% -358 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 164 $33.3K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 163 $33.1K 0.01% +137 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 125 $32.7K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 155 $31.4K <0.01% +1 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 154 $31.2K 0.02% -158 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 153 $31.1K 0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 151 $30.7K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 150 $30.5K 0.02% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 150 $30.5K 0.02% -75 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 150 $30.5K <0.01% new 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 149 $30.2K 0.01% +1 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 154 $30.2K 0.01% +1 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 146 $29.7K 0.02% +49 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 145 $29.2K 0.02% +110 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 143 $29.1K <0.01% -18 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 142 $28.9K 0.01% +137 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 134 $27.2K <0.01% -167 13F-HR/A Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 132 $26.8K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 132 $26.8K 0.01% +25 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 131 $26.6K 0.01% 0 13F-HR/A Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 130 $26.4K <0.01% +5 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 127 $25.8K 0.02% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 125 $25K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 122 $24.8K 0.01% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 121 $24.6K 0.02% 13F-HR/A Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 120 $24.4K 0.02% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 119 $24.3K <0.01% +1 13F-HR Timeline Trust Co More: the full row for Trust Co 117 $23.8K <0.01% -70 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 112 $22.8K <0.01% -50 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 108 $21.9K <0.01% +13 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 107 $21.7K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 103 $20.9K 0.01% -13 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 100 $20.3K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 100 $20.3K 0.01% 0 13F-HR Timeline Group Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 100 $20.3K <0.01% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 99 $20.3K 0.01% +46 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 99 $20.1K 0.07% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 99 $20.1K 0.01% +28 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 98 $19.9K 0.02% -2 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 97 $19.7K <0.01% -235 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 94 $19.1K 0.02% new 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 94 $19.1K 0.02% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 93 $19K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 89 $18.1K 0.01% -13 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 87 $17.7K <0.01% +46 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 86 $17.6K 0.03% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 86 $17.5K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 84 $17.1K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 80 $16.3K 0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 80 $16.3K <0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 79 $16K <0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 78 $15.8K <0.01% new 13F-HR/A Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 76 $15.4K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 76 $15.4K <0.01% +13 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 75 $15.2K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 75 $15.2K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 74 $15.1K <0.01% +12 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 74 $15K 0.01% -59 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 73 $14.8K 0.01% +62 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 73 $14.8K <0.01% 0 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 70 $14.1K <0.01% -18,181 13F-HR Timeline Group MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 69 $14K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 68 $13.8K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 66 $13.4K <0.01% -176 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 61 $12.4K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 60 $12.2K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 60 $12.2K <0.01% +20 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 60 $12.2K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 59 $12K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 59 $11.9K <0.01% +7 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 56 $11.4K <0.01% +18 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 56 $11.4K 0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 55 $11.3K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 55 $11.2K 0.01% -318 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 55 $11.2K 0.01% -600 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 53 $10.8K <0.01% +9 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 53 $10.8K <0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 52 $10.6K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 50 $10.2K <0.01% -4 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 50 $10.2K <0.01% new 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 50 $10.2K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 49 $9.96K <0.01% +10 13F-HR Timeline Group Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 43 $8.74K 0.01% -85 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 43 $8.74K <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 29 $8.51K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 41 $8.36K <0.01% +37 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 41 $8.22K 0.28% -7 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 40 $8.13K <0.01% -24 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 39 $7.92K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 37 $7.52K <0.01% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 35 $7.11K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 34 $6.91K 0.01% -284 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 34 $6.91K <0.01% -8,712 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 34 $6.91K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 33 $6.76K <0.01% 0 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 31 $6.3K <0.01% 0 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 30 $6.09K -75,046 Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 29 $5.99K <0.01% -114 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 28 $5.69K 0.01% 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 27 $5.54K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 27 $5.49K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 27 $5.49K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 27 $5.49K <0.01% +20 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 25 $5.14K <0.01% new 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 25 $5.08K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 25 $5.08K <0.01% -11 13F-HR Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 25 $5.08K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 24 $4.88K <0.01% +8 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 24 $4.88K 0.02% -20 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 23 $4.67K <0.01% -7 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 23 $4.67K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 22 $4.47K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 22 $4.47K <0.01% new 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 14 $4.28K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 21 $4.27K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 18 $3.7K <0.01% -11 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 18 $3.68K <0.01% +2 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 18 $3.67K <0.01% +10 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 18 $3.66K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 18 $3.66K <0.01% +7 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 18 $3.62K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 17 $3.46K <0.01% -1 13F-HR Timeline