Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 5,773 $265K 0.08% -305 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 5,704 $262K <0.01% 0 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 5,627 $259K 0.01% -356 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 5,624 $258K <0.01% -28,772 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,534 $254K 0.01% -17 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,528 $254K <0.01% new 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 5,297 $243K 0.02% new 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 5,297 $243K 0.04% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 5,242 $241K 0.05% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,226 $240K 0.02% +288 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,201 $239K 0.01% +95 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,166 $237K 0.01% -85 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 5,120 $235K 0.36% -14,798 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,093 $234K <0.01% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,081 $233K <0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,056 $232K <0.01% new 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 5,051 $232K 0.01% -3,139 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,046 $232K <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,934 $227K <0.01% -4,127 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,900 $225K 0.01% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,884 $224K <0.01% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,796 $220K 0.02% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 4,793 $220K <0.01% new 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 4,748 $216K 0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,677 $215K 0.01% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,669 $215K <0.01% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,611 $212K <0.01% new 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 4,616 $211K <0.01% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,553 $209K 0.01% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,500 $207K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,490 $206K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,399 $202K <0.01% -364 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 4,395 $202K <0.01% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 4,387 $202K 0.06% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,374 $201K <0.01% new 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,371 $201K <0.01% -1,467 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,363 $200K 0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,358 $200K 0.03% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,225 $194K 0.02% +2,424 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,049 $186K <0.01% +1,063 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,959 $182K <0.01% +1,806 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,927 $180K 0.01% -1,971 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,837 $176K <0.01% -19,182 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,677 $169K 0.01% -68 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,610 $166K <0.01% -43 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LRI Investments, LLC More: the full row for LRI Investments, LLC 3,506 $161K 0.01% -52 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 3,285 $155K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,141 $144K 0.13% +1,610 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,133 $144K 0.03% -100 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,871 $131K <0.01% +427 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2,805 $129K 0.07% -4,137 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,724 $125K <0.01% -519 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,410 $111K <0.01% +6 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,390 $110K <0.01% +541 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 2,335 $107K 0.01% -980 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,140 $98.3K 0.03% -321 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,745 $80.2K 0.01% -2 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,688 $77.6K <0.01% +1,183 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 1,572 $72.2K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,570 $72.1K 0.01% -1,224 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,398 $66.1K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,438 $66K 0.04% +914 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,362 $62.6K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,331 $61.2K 0.01% +312 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,288 $59.2K 0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,233 $56.7K 0.01% new 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 1,160 $53.3K 0.03% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,052 $48.3K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,043 $47.9K <0.01% +30 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 966 $44.4K 0.01% +228 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 960 $44.1K <0.01% +102 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 960 $44.1K 0.01% +26 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 833 $38.3K 0.02% -4 13F-HR Timeline CX Institutional More: the full row for CX Institutional 819 $38K <0.01% +59 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 808 $37K <0.01% -26 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 778 $35.8K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 774 $35.6K <0.01% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 772 $35.5K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 761 $35.1K <0.01% -5,648 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 756 $34.7K 0.02% +347 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 713 $32.8K <0.01% -56 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 613 $28.2K 0.01% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 607 $27.9K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 583 $26.8K <0.01% +518 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 560 $25.7K <0.01% +71 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 554 $25.5K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 523 $24K 0.01% +455 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 518 $23.6K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 509 $23.4K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 502 $23.1K <0.01% +5 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 500 $23K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 480 $22K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 432 $19.9K <0.01% +3 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 400 $18.4K <0.01% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 342 $15.7K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 306 $14.1K <0.01% -20 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 292 $13.5K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 272 $12.5K <0.01% -1,420 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 269 $12.4K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 254 $11.7K <0.01% +4 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 239 $11K <0.01% +72 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 227 $10.4K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 223 $10.2K <0.01% new 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 218 $10K <0.01% +12 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 217 $9.97K <0.01% -188 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 217 $9.97K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 211 $9.7K <0.01% +22 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 200 $9.19K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 200 $9.19K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 186 $9K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 187 $8.59K <0.01% -16 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 183 $8.41K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 182 $8.38K <0.01% -145 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 181 $8.3K <0.01% +1 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 167 $7.68K <0.01% +1 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 155 $7.12K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 151 $6.97K <0.01% -22 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 150 $6.89K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 141 $6.48K <0.01% -1,992 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 135 $6.2K <0.01% +32 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 120 $5.51K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 116 $5.33K <0.01% +88 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 111 $5.1K <0.01% +58 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 106 $4.87K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 100 $4.59K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 99 $4.55K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 98 $4.38K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 93 $4.27K <0.01% +12 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 92 $4.23K <0.01% +46 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 92 $4.22K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 97 $4K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 84 $3.86K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 82 $3.77K <0.01% -119 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 81 $3.72K <0.01% +27 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 80 $3.68K <0.01% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 78 $3.58K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 76 $3.47K <0.01% +10 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 71 $3.26K <0.01% +23 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 70 $3.22K <0.01% +8 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 68 $3.12K <0.01% +5 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 68 $3.12K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 81 $3K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 64 $2.95K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 60 $2.76K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 57 $2.62K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 55 $2.53K <0.01% +29 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 55 $2.53K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 55 $2.53K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 53 $2.44K <0.01% -13 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 53 $2.44K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 53 $2.41K <0.01% -3 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 52 $2.39K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 50 $2.3K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 50 $2.3K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 50 $2.3K <0.01% +20 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 49 $2.25K <0.01% +25 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 49 $2.24K <0.01% -5 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 48 $2.21K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 41 $1.88K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 40 $1.84K <0.01% 0 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 39 $1.81K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 38 $1.75K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 35 $1.61K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 31 $1.42K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 31 $1.42K <0.01% 0 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 28 $1.29K <0.01% +13 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 27 $1.24K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 26 $1.18K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 25 $1.15K <0.01% +10 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 25 $1.15K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 22 $1.02K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 29 $1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 25 $1K <0.01% +12 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 21 $965 <0.01% +10 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 19 $873 <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 19 $873 <0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 18 $827 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 16 $738 <0.01% +10 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 16 $735 <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 15 $705 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 14 $644 <0.01% +4 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 14 $644 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 14 $644 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 14 $633 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 13 $598 <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 12 $551 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 11 $506 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9 $414 <0.01% +1 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 9 $414 <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 7 $322 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $322 <0.01% -3 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4 $184 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 4 $184 <0.01% 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $92 <0.01% new 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $92 <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1 $46 <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1 $43 <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 20 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 0 $0 0% -5,500 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.