EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 9,364 $221K <0.01% -387 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 9,268 $219K 0.01% +16 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 9,191 $217K 0.05% -2,000 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 9,176 $217K <0.01% new 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 9,117 $215K <0.01% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 9,098 $215K <0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,078 $214K <0.01% new 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,070 $214K <0.01% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 9,015 $213K 0.09% new 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 8,985 $212K <0.01% new 13F-HR Timeline Group North Dakota State Investment Board More: the full row for North Dakota State Investment Board 8,880 $210K 0.01% -1,662 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,815 $208K <0.01% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 8,750 $207K 0.05% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 8,658 $205K 0.03% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,555 $202K <0.01% -720 13F-HR/A Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 8,525 $201K 0.06% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 8,508 $201K 0.01% +7,252 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 8,476 $200K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,445 $199K <0.01% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 8,258 $195K 0.01% -100 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 8,119 $192K 0.06% 0 13F-HR Timeline Korea Investment CORP More: the full row for Korea Investment CORP 8,069 $191K <0.01% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 7,891 $186K <0.01% -629 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 7,632 $180K 0.01% -28,211 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,397 $175K <0.01% -384 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 7,213 $170K 0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 6,257 $148K <0.01% +4,946 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,189 $146K <0.01% +1,641 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 5,995 $142K <0.01% +1,538 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,857 $138K <0.01% +1,570 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,683 $134K <0.01% +1,427 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,622 $133K 0.01% +2,805 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) 5,575 $132K <0.01% -12,382 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,558 $131K <0.01% +66 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 5,200 $123K 0.01% +21 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,900 $115K <0.01% -2,648 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,747 $112K <0.01% +4,697 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,623 $109K 0.02% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,612 $109K 0.03% -30,825 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,494 $106K <0.01% +91 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,479 $106K <0.01% +1 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,942 $93K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,934 $93K <0.01% +2,888 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 3,844 $90.8K 0.04% -584 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,671 $86.7K <0.01% +400 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,009 $71.1K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,834 $66.9K <0.01% +55 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,792 $65.9K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,513 $59.3K 0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,450 $57.9K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,325 $54.9K <0.01% -22 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,301 $54.4K 0.02% +2,281 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,301 $54.4K 0.02% -298 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,268 $53.6K 0.02% -260 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,260 $53.4K 0.02% +1,023 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,084 $49.2K <0.01% +692 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,075 $49K <0.01% +238 13F-HR/A Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 1,994 $47.1K 0.02% 0 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 1,967 $46.5K <0.01% -248 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,900 $44.9K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,548 $37K 0.03% -2,100 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,550 $36.6K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,500 $35.4K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,447 $34.2K <0.01% +159 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,420 $33.5K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,400 $33.1K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,335 $31.5K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,334 $31.5K 0.09% +18 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,346 $30.8K <0.01% -126 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,272 $30K <0.01% -305 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,206 $28.5K <0.01% +16 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,202 $28.4K <0.01% -310 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,120 $26.5K <0.01% +4 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 1,101 $26K 0.02% +654 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,000 $23.6K 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 992 $23.4K <0.01% +182 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 948 $22.4K <0.01% +18 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 845 $19.9K 0.01% -28 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 764 $18K <0.01% +422 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 750 $17.7K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 693 $16.4K <0.01% +20 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 687 $16.1K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 679 $16K <0.01% +594 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 675 $15.9K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 634 $15K <0.01% -9 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 616 $14.6K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 604 $14.3K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 600 $14.2K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 598 $14.1K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 594 $14K <0.01% +73 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 567 $13.4K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 520 $12.3K <0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 510 $12.2K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 519 $12K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 500 $12K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 500 $11.8K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 500 $11.8K <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 500 $11.8K 0.01% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 500 $11.8K <0.01% -500 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 500 $11.7K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 486 $11.5K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 484 $11K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 457 $10.8K <0.01% +8 13F-HR Timeline Quarry LP More: the full row for Quarry LP 446 $10.5K <0.01% -1,612 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 428 $10.1K <0.01% +14 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 413 $9.76K <0.01% -762 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 400 $9.45K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 385 $9.09K <0.01% +10 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 376 $8.88K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 375 $8.86K <0.01% -1,603 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 336 $7.94K <0.01% +48 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 328 $7.75K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 302 $7.13K <0.01% +196 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 301 $7.12K <0.01% +56 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 291 $6.87K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 281 $6.64K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 259 $6.12K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 289 $6K <0.01% 0 13F-HR/A Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 250 $5.91K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 227 $5.36K <0.01% +42 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 215 $5.08K <0.01% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 200 $4.79K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 200 $4.72K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 200 $4.72K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 190 $4.49K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 181 $4.28K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 157 $3.76K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 157 $3.71K <0.01% +99 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 125 $2.95K <0.01% -685 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 92 $2.73K <0.01% +5 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 109 $2.61K <0.01% -4 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 101 $2.39K <0.01% +29 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $2.36K <0.01% -1,000 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 98 $2.31K <0.01% +72 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 94 $2.22K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 93 $2.2K <0.01% +25 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 93 $2.19K <0.01% +7 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 92 $2.19K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 84 $1.99K <0.01% +20 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 83 $1.96K <0.01% +27 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 64 $1.95K <0.01% +10 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 79 $1.87K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 77 $1.82K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 68 $1.61K <0.01% +44 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 62 $1.46K <0.01% +23 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 62 $1.46K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 61 $1.44K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 60 $1.42K <0.01% -31 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 60 $1.42K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 51 $1.21K <0.01% -3,585 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 47 $1.11K <0.01% +4 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 47 $1.11K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 45 $1.07K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 42 $1K <0.01% +18 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 42 $993 <0.01% -10 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 41 $968 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 40 $945 <0.01% +7 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 38 $898 <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 37 $874 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 37 $874 <0.01% 0 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 36 $851 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 36 $850 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 36 $850 <0.01% +21 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 31 $733 <0.01% -5 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 31 $732 <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 31 $732 <0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 30 $718 <0.01% -25 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 30 $709 <0.01% -2 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 27 $638 <0.01% -32 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 27 $638 <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 21 $504 <0.01% 0 13F-HR/A Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 20 $473 <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 20 $472 <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 20 $472 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 18 $440 <0.01% +1 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 18 $418 <0.01% +1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 17 $402 <0.01% +3 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 15 $354 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 12 $287 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $284 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 10 $236 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 10 $236 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 10 $236 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 9 $213 <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 9 $213 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8 $191 <0.01% -75 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 7 $166 <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 6 $142 <0.01% new 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 4 $95 <0.01% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 3 $59 <0.01% -47 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1 $24 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 28 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,816 $359 +4,594 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.