UMB Bank, n.a. More: the full row for UMB Bank, n.a. 885 $234K <0.01% -171 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 877 $232K 0.17% +132 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 875 $232K <0.01% +32 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 873 $231K 0.11% +87 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 855 $229K <0.01% +176 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 863 $229K 0.03% -54 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 857 $227K 0.01% +403 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 850 $225K 0.02% -17 13F-HR/A Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 850 $225K 0.06% new 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 850 $225K 0.1% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 843 $223K 0.02% -11 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 843 $223K 0.02% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 829 $220K 0.15% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 822 $218K 0.18% +93 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 816 $216K 0.02% -135 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 813 $215K 0.19% new 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 811 $215K 0.08% +152 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 806 $214K 0.01% +591 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 804 $213K 0.02% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 801 $212K <0.01% -3,791 13F-HR Timeline GABELLI & Co INVESTMENT ADVISERS, INC. in group GAMCO Investors (Gabelli) More: the full row for GABELLI & Co INVESTMENT ADVISERS, INC. 800 $212K 0.03% -400 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 798 $211K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 790 $209K 0.01% -262 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 786 $208K 0.01% -167,283 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 784 $208K 0.14% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 781 $207K 0.06% +113 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 771 $204K 0.04% -67 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 771 $204K 0.03% -18 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 768 $203K 0.11% new 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 762 $202K 0.18% -601 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 760 $201K 0.18% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 713 $201K <0.01% -28,300 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 758 $201K 0.01% new 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 756 $200K 0.04% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 747 $198K 0.02% -558 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 733 $194K 0.03% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 707 $187K 0.01% -1,186 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 700 $185K 0.09% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 676 $179K 0.01% new 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 635 $168K 0.09% +285 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 626 $166K <0.01% +178 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 620 $164K 0.01% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 568 $151K 0.01% +214 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 561 $149K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 556 $147K 0.06% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 532 $141K 0.01% +6 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 524 $139K 0.01% +520 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 478 $127K 0.1% +133 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 430 $114K 0.01% -72 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 424 $112K <0.01% -204 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 415 $110K 0.02% -23 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 400 $106K 0.03% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 394 $104K 0.01% +40 13F-HR Timeline Quarry LP More: the full row for Quarry LP 371 $98.3K 0.02% +94 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 367 $97.2K 0.07% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 365 $96.7K 0.02% +43 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 347 $92K 0.01% -87 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 330 $87.4K 0.03% +20 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 302 $80K 0.01% +3 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 300 $79.5K 0.02% -100 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 293 $77.6K <0.01% +21 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 294 $77K 0.03% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 283 $75K 0.02% -35 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 277 $73K <0.01% -31 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 271 $71.7K 0.02% +269 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 269 $71.3K <0.01% +171 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 250 $66.2K <0.01% -55 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 236 $62.5K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 174 $56K 0.01% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 206 $54.6K 0.04% +73 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 206 $54.6K 0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 200 $54.5K 0.03% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 201 $53.3K 0.02% -530 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 201 $53.3K <0.01% +75 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 190 $50.3K <0.01% +136 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 180 $48K <0.01% -684 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 178 $47.2K <0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 168 $45K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 168 $44K 0.01% +77 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 163 $43.1K <0.01% +3 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 158 $41.9K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 150 $40K 0.04% +126 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 146 $39K 0.03% -794 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 141 $37.4K <0.01% +57 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 132 $35K 0.01% +46 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 135 $34.1K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 132 $34K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 126 $33.4K <0.01% -27 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 132 $33.3K 0.01% +107 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 122 $32.3K 0.01% +17 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 121 $32.1K <0.01% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 118 $31.3K 0.02% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 116 $30.7K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 112 $29.7K 0.02% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 111 $29.4K <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 110 $29.1K <0.01% +5 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 103 $29.1K 0.01% new 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 109 $29K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 108 $28.6K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 104 $27.6K 0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 103 $27.3K <0.01% 13F-HR Timeline Group Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 100 $26.5K 0.03% -6,500 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 100 $26.5K 0.02% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 100 $26K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 96 $25.4K 0.01% -19 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 96 $25.4K 0.02% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 87 $23.1K <0.01% +1 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 87 $23.1K 0.01% new 13F-HR/A Timeline Saudi Central Bank More: the full row for Saudi Central Bank 82 $21.7K 0.12% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 76 $20.1K 0.01% +18 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 73 $19.3K <0.01% -10 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 66 $17.5K <0.01% -11 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 61 $16.2K <0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 60 $15.9K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 55 $14.6K <0.01% +10 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 54 $14.4K <0.01% +29 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 53 $14K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 46 $12.2K <0.01% +43 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 43 $12.2K <0.01% -57 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 45 $11.9K 0.02% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 44 $11.7K <0.01% -7 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 41 $10.9K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 41 $10.9K <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 41 $10.9K <0.01% -14 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 40 $10.6K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 39 $10.4K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 35 $9.31K <0.01% +20 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 35 $9.27K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 34 $9.01K <0.01% +10 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 33 $8.74K <0.01% -915 13F-HR/A Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 32 $8.48K 0.15% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 30 $7.95K <0.01% +4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 29 $7.68K <0.01% +1 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 29 $7.68K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 28 $7.42K <0.01% -59 13F-HR/A Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 28 $7.42K <0.01% +20 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 27 $7.16K <0.01% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 26 $6.89K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 26 $6.89K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 24 $6.36K <0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 24 $6.36K <0.01% -91 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 21 $6K <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 21 $5.94K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 20 $5.3K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 19 $5.04K <0.01% +11 13F-HR Timeline Trust Co More: the full row for Trust Co 19 $5.03K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 18 $4.77K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 18 $4.72K <0.01% -30 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 16 $4.24K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 15 $3.98K <0.01% +10 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 13 $3.44K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12 $3.18K <0.01% new 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 15 $3K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 11 $3K <0.01% -59,851 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10 $2.65K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 10 $2.65K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 10 $2.65K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 10 $2.65K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 10 $2.65K <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 10 $2.65K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $2.48K <0.01% +4 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 9 $2.38K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 9 $2.38K <0.01% +3 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8 $2.12K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $2.12K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7 $1.85K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 7 $1.85K <0.01% +1 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6 $1.59K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 6 $1.59K <0.01% -17 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 6 $1.59K <0.01% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5 $1.32K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5 $1.32K <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $1.32K <0.01% -1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $1.32K <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4 $1.06K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 4 $1.06K <0.01% 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4 $1.06K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 4 $1.06K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 4 $1.06K <0.01% 0 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 7 $1K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5 $1K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3 $795 <0.01% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3 $795 <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3 $795 <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3 $795 <0.01% -106 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2 $578 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $530 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $530 <0.01% new 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 1 $283 <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1 $265 <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1 $262 <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1 $259 <0.01% -1 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 0 $101 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. 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 -10,278 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 0 $0 0% -240 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,702,694 $593K +2,700,399 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.