Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 3,547 $227K 0.17% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,510 $225K 0.01% -103 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,498 $225K 0.03% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,491 $224K 0.02% -55 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,474 $223K 0.07% -99 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,406 $222K 0.01% +434 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,454 $222K 0.15% -463 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,533 $221K 0.03% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,406 $219K 0.17% -118 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,364 $216K <0.01% -1,705 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,338 $214K 0.01% -5,837 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,305 $212K <0.01% -7,052 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,274 $210K 0.03% -73 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,241 $208K 0.02% +3 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,240 $208K 0.01% -231 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 3,256 $208K 0.06% +77 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,226 $207K <0.01% -246 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,220 $207K 0.04% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,218 $207K <0.01% -81,973 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,209 $206K 0.23% -7,342 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,189 $205K <0.01% +31 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,182 $204K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,157 $203K <0.01% -374 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 3,106 $202K 0.24% new 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,130 $201K 0.01% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,130 $201K 0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,000 $193K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,895 $186K 0.01% +2,357 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,685 $172K 0.03% -2 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,675 $172K 0.02% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,566 $165K 0.11% +1,980 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,483 $159K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,442 $157K 0.06% +32 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,409 $155K <0.01% -353 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,269 $146K 0.01% -805 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 2,220 $143K 0.01% +7 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,200 $141K <0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,081 $134K 0.1% -100 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,063 $132K <0.01% +169 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,965 $126K <0.01% -6,437 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,887 $123K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,905 $122K <0.01% +402 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,820 $117K 0.01% +1,591 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,758 $113K 0.02% +48 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,710 $111K <0.01% +1 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,642 $105K <0.01% +31 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,618 $104K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,553 $99.7K 0.03% -495 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,502 $97.9K 0.02% +369 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,484 $95.3K <0.01% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,479 $95K <0.01% -694 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,434 $92.1K <0.01% +48 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,431 $91.9K <0.01% +864 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,389 $90.5K 0.04% +51 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,387 $89K 0.01% +255 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,203 $77.3K 0.01% -18 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,185 $76.1K 0.03% -13,077 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,094 $73.4K 0.01% +304 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,094 $70.2K <0.01% +1,069 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,067 $68.5K 0.01% -150 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,034 $67.4K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,045 $66.8K <0.01% -158 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,033 $66.3K 0.01% +22 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,014 $65.1K <0.01% -66 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 981 $63K -24,925 Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 900 $57.8K 0.05% 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 890 $57.1K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 810 $52K 0.03% +10 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 801 $51.4K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 786 $50.5K <0.01% +113 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 772 $49.6K <0.01% -24 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 730 $46.9K <0.01% +290 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 688 $44.2K <0.01% -27,405 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 680 $43.7K 0.01% +43 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 652 $41.9K <0.01% -20 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 650 $41.7K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 636 $40.8K <0.01% +19 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 628 $40.3K 0.03% +143 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 650 $40K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 603 $38.7K 0.01% -328 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 578 $37.1K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 554 $35.6K 0.02% -31 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 537 $34.5K 0.02% -12 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 521 $33.4K <0.01% +9 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 510 $32.7K <0.01% -384 13F-HR Timeline BAYBAN More: the full row for BAYBAN 500 $32.1K 0.03% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 493 $31.7K 0.01% +4 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 443 $28.9K 0.02% -221 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 440 $28.2K <0.01% +296 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 436 $28K 0.01% +6 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 434 $27.9K 0.02% -7 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 416 $26.7K <0.01% -439 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 409 $26.3K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 405 $26K <0.01% -828 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 410 $26K <0.01% -158 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 375 $24.1K <0.01% -306 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 361 $23.2K 0.01% +3 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 351 $22.5K <0.01% -320 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 336 $21.6K 0.01% +35 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 320 $20.6K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 300 $19.5K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 300 $19.3K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 298 $19.1K <0.01% -160 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 290 $18.6K <0.01% +10 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 283 $18.2K <0.01% -88 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 274 $17.9K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 278 $17.8K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 232 $17.6K 0.01% +37 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 267 $17K 0.01% -64 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 253 $16.2K 0.01% -224 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 248 $15.9K <0.01% -125 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 235 $15.3K <0.01% new 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 236 $15.2K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 231 $14.8K <0.01% +186 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 231 $14.8K 0.01% +11 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 226 $14.5K 0.01% 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 225 $14.4K <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 224 $14.4K 0.01% +127 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 219 $14K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 215 $13.8K <0.01% +2 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 212 $13.6K <0.01% new 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $12.8K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 200 $12.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 188 $12.1K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 183 $11.7K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 183 $11.7K <0.01% +17 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 175 $11.2K <0.01% -48 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 164 $10.7K <0.01% +146 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 161 $10.3K <0.01% +69 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 157 $10.1K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 163 $10K <0.01% -2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 154 $9.9K <0.01% +25 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 154 $9.89K <0.01% -114 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 153 $9.82K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 153 $9.81K <0.01% -263 13F-HR Timeline Group Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 150 $9.63K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 150 $9.63K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 149 $9.57K <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 149 $9.56K <0.01% +2 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 144 $9.24K <0.01% -528 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 147 $9K <0.01% +24 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 136 $8.71K <0.01% new 13F-HR/A Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 130 $8.7K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 131 $8.41K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 129 $8.3K <0.01% +59 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 129 $8.28K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 119 $7.64K <0.01% -2 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 119 $7.64K <0.01% +10 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 117 $7.52K <0.01% +1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 115 $7.38K <0.01% -26 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 114 $7.34K <0.01% +110 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 114 $7.32K <0.01% new 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 113 $7.25K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 108 $6.93K <0.01% new 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 106 $6.91K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 107 $6.87K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 100 $6.42K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 100 $6.42K <0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 100 $6.42K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 100 $6.42K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 92 $5.91K <0.01% +6 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 90 $5.86K <0.01% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 87 $5.58K <0.01% +3 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 83 $5.33K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 83 $5.33K 0.02% -69 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 79 $5.16K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 88 $5K <0.01% -20 13F-HR/A Timeline Curat Global, LLC More: the full row for Curat Global, LLC 77 $4.94K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 76 $4.88K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 72 $4.66K <0.01% -116 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 68 $4.4K <0.01% +37 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 65 $4.17K <0.01% -140 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 63 $4.04K <0.01% +48 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 62 $3.98K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 60 $3.85K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 59 $3.81K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 51 $3.32K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 50 $3.21K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 47 $3.02K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 39 $3K <0.01% 0 13F-HR Timeline Group NorthAvenue LLC More: the full row for NorthAvenue LLC 42 $2.7K <0.01% -8 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 40 $2.57K <0.01% +5 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 39 $2.5K <0.01% +18 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 38 $2.44K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 38 $2.44K <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 37 $2.38K <0.01% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 35 $2.25K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 34 $2.18K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 34 $2.18K <0.01% +12 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 32 $2.05K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 32 $2.05K <0.01% -1 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 32 $2.05K <0.01% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 35 $2K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 31 $1.99K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 31 $1.99K <0.01% +17 13F-HR/A Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 30 $1.93K <0.01% 0 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 30 $1.93K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 30 $1.93K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 30 $1.93K <0.01% -34 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 29 $1.86K <0.01% 0 13F-HR Timeline