Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,784 $272K 0.16% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,693 $267K 0.03% -470 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,621 $263K 0.01% +548 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,600 $262K 0.03% +643 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 4,571 $260K <0.01% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,529 $258K 0.02% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,447 $253K 0.01% +369 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,414 $251K 0.01% +563 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,404 $251K <0.01% -11 13F-HR Timeline Group Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 4,372 $249K <0.01% new 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,360 $248K 0.02% 0 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 4,302 $245K 0.12% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,293 $244K 0.01% -311 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,242 $242K 0.01% 0 13F-HR Timeline Paradice Investment Management LLC in group Paradice Investment Managemen… More: the full row for Paradice Investment Management LLC 4,160 $237K 0.05% new 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 4,054 $231K 0.02% +184 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 3,940 $224K 0.03% -2,194 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,823 $218K 0.01% -81 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,793 $216K <0.01% +158 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,788 $216K 0.03% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,744 $213K <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,736 $213K <0.01% -1,969 13F-HR/A Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 3,735 $213K 0.04% -24 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 3,698 $211K <0.01% -55 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,670 $209K 0.01% 0 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 3,644 $207K 0.03% +22 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,621 $206K <0.01% -1,742 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,723 $203K 0.01% -54 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,445 $196K 0.01% -9 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,445 $196K <0.01% -243 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,301 $188K 0.01% +3,211 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 3,230 $184K <0.01% -4,770 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2,914 $165K 0.09% +2,888 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,744 $156K 0.02% +57 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 2,606 $148K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,519 $143K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,401 $140K 0.01% +2,181 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,363 $135K <0.01% -44 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,325 $132K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,296 $131K <0.01% +410 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,180 $124K 0.03% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,032 $116K 0.01% +60 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,974 $112K <0.01% +1,053 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,973 $112K <0.01% 0 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 1,765 $100K 0.03% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,759 $100K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,611 $91.7K 0.02% -65 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,591 $90.6K 0.05% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,543 $87.9K 0.02% -77 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,535 $87.4K <0.01% +478 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,513 $84.4K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,448 $82.4K 0.01% -84 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,407 $80.1K 0.02% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,402 $79.8K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,343 $76.5K 0.01% -371 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,300 $74K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,298 $74K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,244 $70.8K <0.01% +3 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,124 $64K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,115 $63.5K 0.04% -75 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,070 $60.9K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,045 $59.5K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,035 $58.9K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,007 $57.3K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,001 $57K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,000 $56.9K 0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 974 $55.4K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 940 $53.5K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 909 $51.8K 0.02% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 893 $50.8K 0.04% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 846 $48.1K <0.01% +233 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 839 $47.7K <0.01% -11 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 832 $47.4K <0.01% +764 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 831 $47.3K <0.01% +401 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 807 $46K <0.01% +395 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 748 $42.6K <0.01% new 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 703 $40K 0.2% -7 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 696 $39.6K <0.01% +122 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 614 $34K <0.01% -3,115 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 597 $34K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 587 $33.4K <0.01% +3 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 587 $33.4K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 566 $32.2K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 547 $31.1K <0.01% -30 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 536 $30.5K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 474 $27K <0.01% +173 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 451 $25.7K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 411 $23.4K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 410 $23.3K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 382 $21.7K <0.01% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 348 $19.8K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 331 $18.8K <0.01% 0 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 306 $17.4K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 305 $17.4K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 297 $16.9K <0.01% +15 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 285 $16.2K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 276 $15.7K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 268 $15.3K <0.01% -253 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 262 $14.9K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 248 $14.1K <0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 237 $13.5K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 207 $11.8K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 196 $11.2K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 190 $10.8K <0.01% 0 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 188 $10.7K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 176 $10K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 175 $9.96K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 168 $9.57K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 155 $8.83K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 149 $8.48K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 146 $8.31K <0.01% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 143 $8.14K <0.01% -40 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 133 $7.6K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 132 $7.52K <0.01% +60 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 132 $7.52K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 129 $7.35K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 128 $7.29K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 127 $7.23K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 113 $6.43K <0.01% +1 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 106 $6.04K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 100 $5.69K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 91 $5.18K <0.01% -27 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 84 $4.78K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 88 $4.72K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 82 $4.67K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 80 $4.55K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 79 $4.5K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 78 $4.44K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 76 $4.33K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 75 $4.27K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 73 $4.22K <0.01% -3 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 73 $4.16K <0.01% -4 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 371 $4.04K <0.01% +300 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 66 $3.76K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 65 $3.7K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 65 $3.7K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 62 $3.53K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 61 $3.47K <0.01% +28 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 56 $3.19K <0.01% +25 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 50 $3K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 48 $2.73K <0.01% +8 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 48 $2.73K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 45 $2.56K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 45 $2.56K <0.01% +41 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 44 $2.35K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 40 $2.28K <0.01% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 37 $2.11K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 28 $1.59K <0.01% -22 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 23 $1.31K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 23 $1.31K <0.01% -3 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 19 $1.08K <0.01% new 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 18 $1.02K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 17 $968 <0.01% new 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 17 $967 <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 14 $797 <0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 13 $740 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 13 $740 <0.01% -453 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11 $626 <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11 $626 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 11 $626 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 8 $456 <0.01% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 8 $455 <0.01% -19,343 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 7 $399 <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 7 $399 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $285 <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4 $228 <0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 3 $171 <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 3 $171 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3 $171 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2 $118 <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $35 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 0 $2 <0.01% -33 13F-HR Timeline Amount filed as zero, left out of ratios.