Mount Lucas Management LP More: the full row for Mount Lucas Management LP 479 $252K 0.12% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 475 $250K 0.03% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 474 $249K 0.02% +40 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 474 $249K 0.06% new 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 470 $247K 0.01% +109 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 470 $247K <0.01% -52 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 467 $246K 0.01% -59 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 466 $245K 0.01% +64 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 460 $242K 0.08% -4,384 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 460 $242K 0.03% -37 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 459 $241K 0.06% +53 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 451 $237K 0.01% +20 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 450 $237K 0.06% 0 13F-HR/A Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 450 $237K 0.13% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 448 $236K 0.01% -17 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 446 $235K 0.01% +45 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 444 $234K 0.05% -332 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 441 $232K 0.01% +12 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 441 $232K 0.05% +75 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 440 $231K 0.11% -10 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 438 $230K 0.04% +65 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 436 $229K 0.03% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 435 $229K 0.04% -30 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 435 $229K 0.02% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 435 $229K 0.01% -335 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 432 $227K 0.01% 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 431 $227K 0.04% +1 13F-HR Timeline Montanaro Asset Management Ltd More: the full row for Montanaro Asset Management Ltd 430 $226K 0.07% -270 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 429 $226K 0.1% -2,392 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 427 $225K 0.01% +20 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 425 $224K 0.02% +185 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 424 $223K 0.01% +30 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 423 $222K 0.03% -8 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 422 $222K 0.01% +122 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 420 $221K <0.01% +50 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 419 $220K 0.01% -10 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 418 $220K 0.01% new 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 415 $218K 0.19% 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 415 $218K 0.13% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 414 $218K 0.01% +4 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 412 $217K 0.02% -2,843 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 407 $215K 0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 406 $214K <0.01% +50 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 406 $214K 0.02% +2 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 350 $211K 0.03% +50 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 400 $210K 0.03% 0 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 400 $210K 0.14% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 400 $210K 0.07% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 399 $210K 0.12% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 398 $209K 0.01% +60 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 395 $208K <0.01% -83 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 395 $208K 0.1% +1 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 393 $207K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 392 $206K 0.04% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 390 $205K 0.02% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 388 $204K 0.02% +11 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 379 $203K 0.02% +18 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 385 $202K 0.12% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 384 $202K 0.03% +14 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 374 $197K 0.01% +63 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 365 $192K 0.15% -17 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 350 $184K 0.01% +88 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 350 $184K 0.09% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 349 $184K 0.01% -166 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 333 $175K 0.15% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 313 $165K 0.02% +67 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 283 $149K <0.01% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 277 $146K 0.06% -171 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 275 $145K 0.09% -88 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 270 $145K 0.03% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 271 $143K 0.02% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 269 $141K 0.01% -161 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 263 $138K 0.02% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 250 $131K 0.05% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 242 $128K 0.09% -124 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 238 $126K 0.08% +105 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 231 $121K 0.08% +4 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 227 $119K 0.01% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 218 $115K <0.01% new 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 210 $110K 0.02% +177 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 211 $110K 0.04% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 200 $105K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 200 $105K 0.02% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 163 $101K 0.01% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 190 $100K 0.01% +8 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 196 $98K 0.07% -59 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 177 $93.6K 0.01% +21 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 172 $90.5K <0.01% -58 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 169 $88.9K <0.01% +42 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 168 $88K <0.01% -27,195 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 162 $85.2K 0.01% -16 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 159 $83.6K 0.02% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 152 $79.9K 0.04% -249 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 150 $78.9K 0.06% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 148 $77.8K 0.07% -19 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 146 $76.8K <0.01% new 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 141 $74.2K 0.01% +77 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 140 $74K 0.03% -140 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 136 $71.5K <0.01% -18 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 133 $70K 0.04% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 125 $65.7K 0.02% -15 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 122 $64.2K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 116 $61K 0.01% -15 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 115 $60.5K 0.02% -135 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 113 $59.4K 0.01% +16 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 112 $58.9K 0.02% +111 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 118 $57.5K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 109 $57.3K 0.01% -333 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 107 $56K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 106 $55.8K 0.01% +16 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 102 $53.6K 0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 101 $53.1K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 101 $53.1K 0.01% +11 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $52.6K 0.06% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 100 $52.6K 0.04% 0 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 100 $52.6K 0.03% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $52.6K 0.05% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 95 $50K <0.01% +64 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 95 $50K 0.02% +2 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 93 $48.9K <0.01% +46 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 90 $47.3K <0.01% +11 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 88 $47K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 85 $44.7K <0.01% +20 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 77 $40.5K 0.01% 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 76 $40K 0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 75 $39.4K <0.01% 0 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 63 $33.1K <0.01% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 60 $31.6K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 60 $31.6K <0.01% +23 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 60 $31.6K 0.03% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 58 $30.5K <0.01% +33 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 56 $29.5K <0.01% +24 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 56 $29K 0.01% +1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 52 $27.3K <0.01% -3 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 51 $26.8K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 45 $26.7K 0.01% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 50 $26.3K 0.02% +16 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 50 $26.3K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 50 $26.3K 0.02% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 41 $24.4K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 42 $22.1K <0.01% 0 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 42 $22.1K 0.02% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 40 $21K <0.01% -54 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 14 $21K 0.02% -26 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 39 $20.5K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 38 $20.1K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 35 $18.4K 0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 35 $18.4K <0.01% +34 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 33 $17.4K <0.01% -4 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 31 $16.3K <0.01% +13 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 30 $15.8K <0.01% +14 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 30 $15.8K 0.01% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 30 $15.8K -13 Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 29 $15.3K <0.01% +14 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 29 $15.3K 0.08% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $14.9K 0.11% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 28 $14.7K <0.01% +16 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 26 $13.7K <0.01% -12 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 26 $13.7K <0.01% +21 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 25 $13K 0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 23 $12.1K 0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 24 $12K <0.01% +8 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 22 $12K 0.01% -151 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 22 $11.6K <0.01% +3 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 22 $11.6K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 21 $11K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 21 $11K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 20 $10.5K <0.01% +18 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 18 $10.4K <0.01% -23 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 18 $9.47K <0.01% +3 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 18 $9.47K <0.01% +16 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 17 $8.94K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 17 $8.94K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 16 $8.41K <0.01% +15 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 16 $8.41K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 16 $8K <0.01% +14 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 15 $7.89K <0.01% -10 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 15 $7.89K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 13 $6.84K <0.01% +1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12 $6.53K <0.01% +2 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 12 $6.31K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 12 $6K <0.01% new 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 10 $5.26K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $5.26K <0.01% +7 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 9 $4.73K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 9 $4.73K <0.01% +4 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 8 $4.21K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $3.79K <0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 7 $3.68K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6 $3.16K <0.01% +3 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $3.16K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5 $2.63K <0.01% new 13F-HR/A Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5 $2.63K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 5 $2.63K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 4 $2.1K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 4 $2.1K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 4 $2.1K <0.01% -7 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 4 $2K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $1.68K <0.01% +1 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3 $1.58K <0.01% 0 13F-HR Timeline