Themes Management Co LLC More: the full row for Themes Management Co LLC 1,392 $230K 0.15% -80 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,390 $229K 0.01% -1,766 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,384 $228K 0.01% new 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 1,362 $225K 0.04% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,361 $225K 0.05% -75 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,351 $223K 0.09% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,350 $222K <0.01% +250 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,343 $222K <0.01% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,340 $221K <0.01% -291 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,326 $219K 0.16% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,286 $212K <0.01% 0 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,281 $211K <0.01% +26 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 1,280 $211K 0.07% new 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 1,272 $210K <0.01% -5,541 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 1,264 $209K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,259 $208K <0.01% -255 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 1,233 $204K 0.05% +15 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,228 $203K 0.1% new 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 1,200 $198K 0.05% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,198 $198K 0.02% +100 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,146 $189K <0.01% +899 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,141 $188K 0.02% -9 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 1,084 $179K 0.15% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,079 $178K <0.01% 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,079 $178K 0.04% -13 13F-HR Timeline Group Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 1,068 $176K <0.01% 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,063 $175K 0.09% +8 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,030 $170K 0.05% +85 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,010 $167K <0.01% -352 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,000 $165K 0.06% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,000 $165K 0.06% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 978 $161K 0.01% +967 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 908 $150K 0.05% -2 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 818 $135K 0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 803 $133K <0.01% -3,497 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 750 $124K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 705 $116K <0.01% -62 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 687 $113K <0.01% +587 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 648 $107K <0.01% +378 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 644 $106K <0.01% -243 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 626 $103K 0.02% 0 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 730 $101K <0.01% -7 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 566 $93.4K 0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 564 $93.1K 0.03% +267 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 540 $89.1K 0.01% -215 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 527 $87K <0.01% -316 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 518 $85.5K 0.08% +443 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 507 $83.7K <0.01% -33 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 500 $82.5K <0.01% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 500 $82.5K 0.02% 0 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 568 $79K <0.01% -281 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 458 $75.6K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 449 $74.1K <0.01% -159 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 446 $73.6K <0.01% +229 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 441 $72.8K 0.01% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 439 $72.5K <0.01% -6,893 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 406 $67K 0.01% -8,891 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 377 $62.2K <0.01% -258 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 360 $62.1K <0.01% +170 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 370 $61.1K 0.01% +185 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 359 $59.3K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 358 $59.1K <0.01% -87 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 359 $59K 0.02% new 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 351 $57.9K <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 350 $57.8K 0 Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 344 $56.8K <0.01% +304 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 339 $56K 0.01% +16 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 338 $55.8K 0.02% +22 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 335 $55.3K <0.01% +332 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 306 $50.5K <0.01% +200 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 303 $50K <0.01% -1,046 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 300 $49.5K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 287 $47.4K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 280 $46.2K <0.01% -263 13F-HR Timeline Group GS Investments, Inc. More: the full row for GS Investments, Inc. 262 $43.2K 0.03% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 250 $41.3K <0.01% 0 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 231 $40.9K <0.01% +155 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 232 $38.3K <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 230 $38K <0.01% +68 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 214 $35.3K <0.01% -1,575 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 210 $34.7K <0.01% +165 13F-HR Timeline Group Markowski Investments More: the full row for Markowski Investments 207 $34.2K 0.01% 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 205 $33.8K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 203 $33.5K <0.01% +6 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 203 $33.5K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 200 $33K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 200 $33K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 200 $33K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 199 $32.8K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 193 $31.9K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 174 $28.7K 0.01% +108 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 170 $28.1K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 166 $27.4K <0.01% +62 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 161 $26.6K <0.01% +114 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 155 $25.6K <0.01% -100 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 146 $24.1K <0.01% -10 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 144 $23.8K 0.01% -38 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 134 $22K 0.01% +7 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 128 $21.1K <0.01% +53 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 123 $20.3K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 120 $19.8K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 100 $19.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 115 $19K <0.01% +30 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 112 $18.5K <0.01% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 110 $18.2K <0.01% new 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 100 $17K <0.01% +90 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 102 $16.8K <0.01% -28 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 101 $16.7K 0.02% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 100 $16.5K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 100 $16.5K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 100 $16.5K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 115 $16K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 94 $15.3K <0.01% -54 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 110 $15K 0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 60 $14.5K <0.01% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 87 $14.4K <0.01% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 86 $14.2K <0.01% new 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 80 $13.2K <0.01% +10 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 80 $13.2K <0.01% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 74 $12.5K <0.01% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 75 $12.4K <0.01% -80 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 70 $11.6K <0.01% -14 13F-HR Timeline NBH Bank More: the full row for NBH Bank 53 $9.38K <0.01% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 53 $8.74K <0.01% +46 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 52 $8.58K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 50 $8.25K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 46 $7.59K <0.01% -137 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 35 $5.78K <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 35 $5.78K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 33 $5.45K <0.01% -38 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 33 $5.45K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 32 $5.28K <0.01% +9 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 32 $5.28K <0.01% -1 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 31 $5.12K <0.01% -3 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 31 $5.12K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 30 $4.95K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 29 $4.79K <0.01% 0 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 27 $4.46K <0.01% 0 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 27 $4.46K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 27 $4.46K <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 25 $4.13K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 25 $4.13K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 25 $4.13K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 22 $4K <0.01% -1,960 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 23 $3.8K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 22 $3.63K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 22 $3.63K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 21 $3.47K <0.01% +3 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 20 $3.3K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 20 $3.3K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 20 $3.3K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 20 $3.3K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 18 $2.97K <0.01% -88 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 17 $2.81K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 15 $2.48K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14 $2.31K <0.01% -100 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 14 $2.31K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 14 $2.31K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 13 $2.31K <0.01% +12 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 13 $2.15K <0.01% -2 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 12 $1.98K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 12 $1.98K <0.01% +5 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 12 $1.98K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 11 $1.82K <0.01% +2 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $1.65K <0.01% -2,812 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 10 $1.65K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10 $1.65K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 10 $1.65K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 9 $1.49K <0.01% +2 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 8 $1.32K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 8 $1.32K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 8 $1.32K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 7 $1.16K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6 $990 <0.01% -2 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5 $826 <0.01% +3 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 5 $826 <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5 $826 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $825 <0.01% -25 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5 $825 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4 $661 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $661 <0.01% +3 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 4 $660 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $496 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3 $495 <0.01% -4 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2 $330 <0.01% new 13F-HR Timeline Group Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 2 $330 <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1 $165 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3 $0 0% -2 13F-HR Timeline Value filed as zero, left out of ratios. PeakShares LLC More: the full row for PeakShares LLC 400 $66M 0 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.