OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,395 $264K 0.05% -60 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,735 $263K 0.03% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 3,361 $261K 0.2% -32 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,345 $260K 0.01% +489 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 3,343 $260K 0.03% 0 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,290 $256K 0.01% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 3,276 $255K 0.22% 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,258 $253K 0.02% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,249 $253K 0.01% +80 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,210 $250K <0.01% +20 13F-HR/A Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3,189 $248K 0.02% -158 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,170 $246K 0.01% 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,151 $245K 0.01% -2,925 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,135 $244K <0.01% -651 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,049 $237K 0.02% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,030 $236K 0.02% -330 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,033 $236K 0.02% -970 13F-HR Timeline SIR Capital Management, L.P. More: the full row for SIR Capital Management, L.P. 3,000 $233K 0.02% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,945 $229K 0.01% -2,530 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 2,860 $222K 0.24% 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,820 $219K 0.13% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,774 $216K 0.03% +1,178 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,762 $215K 0.01% +407 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,751 $214K <0.01% -2,611 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,746 $214K 0.01% new 13F-HR Timeline Group CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 2,626 $204K <0.01% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,618 $204K <0.01% new 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 2,600 $203K 0.08% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,598 $202K 0.09% -113 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,450 $191K 0.08% -615 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,335 $182K 0.11% +659 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,290 $178K <0.01% +1,000 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,061 $160K 0.02% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,958 $152K <0.01% +37 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,914 $149K <0.01% -1,133 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,852 $144K <0.01% +269 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,765 $137K <0.01% -2,200 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,655 $129K <0.01% +225 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,490 $116K <0.01% 0 13F-HR Timeline Group 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 1,429 $111K <0.01% -2,773 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,349 $105K 0.02% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,299 $101K 0.01% -312 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,224 $96K <0.01% +708 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,130 $87.9K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,104 $85.8K <0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,046 $81.3K <0.01% -112 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,000 $77.8K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 959 $74.6K 0.01% -7 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 940 $73.1K <0.01% 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 880 $68.4K 0.03% +178 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 875 $68K 0.03% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 800 $62.2K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 794 $61.9K <0.01% +194 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 794 $61.7K <0.01% -894 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 766 $59.6K 0.02% -56 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 759 $59K <0.01% -1,093 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 736 $57.2K 0.01% +15 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 685 $53.3K 0.02% +585 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 675 $53K 0.01% -86 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 500 $53K 0.01% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 621 $48.3K 0.02% -35 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 610 $47.4K 0.03% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 599 $47K 0.02% -97 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 600 $46.7K 0.01% -100 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 593 $46.1K 0.03% -351 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 588 $45.7K <0.01% -146 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 580 $45.1K 0.04% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 579 $45K <0.01% -435 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 573 $44.6K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 572 $44.5K 0.01% -444 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 572 $44.3K <0.01% -1,026 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 518 $40.3K <0.01% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 506 $39.2K 0.02% +5 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 475 $36.8K <0.01% +98 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 465 $36.1K 0.02% -125 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 442 $34.3K 0.01% -102 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 435 $33.8K <0.01% -1,700 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 417 $32.4K <0.01% +32 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 416 $32.3K 0.01% new 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 414 $32.2K -3,769 Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 400 $31.1K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 400 $31.1K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 376 $29.2K <0.01% -115 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 354 $27K <0.01% +348 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 345 $26.8K <0.01% -9 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 334 $26K <0.01% new 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 319 $24.8K <0.01% -285 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 318 $24.7K 0.01% +6 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 307 $23.9K <0.01% -200 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 304 $23.6K 0.01% +297 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 302 $23.5K <0.01% -131 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 300 $23.3K <0.01% +79 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 297 $23.1K <0.01% -47 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 265 $20.4K <0.01% -1,477 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 250 $19.4K <0.01% 0 13F-HR Timeline Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 250 $19.4K 0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 248 $19.3K <0.01% +88 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 247 $19.2K <0.01% -131 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 212 $19K 0.02% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 237 $18.4K <0.01% +13 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 227 $17.7K <0.01% -108 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 213 $16.6K <0.01% +13 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 209 $16.3K <0.01% -449 13F-HR/A Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 200 $15.6K <0.01% -561 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 195 $15.2K 0.01% -263 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 190 $14.8K <0.01% +99 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 186 $14.5K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 173 $13.5K 0.01% 13F-HR/A Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 170 $13.2K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 170 $13.2K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 169 $13.1K <0.01% -31 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 160 $12.4K <0.01% -492 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 150 $11.7K <0.01% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 130 $10.1K 0.03% 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 130 $10.1K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 136 $10K <0.01% -6 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 120 $9.33K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 120 $9.33K 0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 112 $8.71K <0.01% +33 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 108 $8.4K <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 104 $8.09K 0.01% -16 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 103 $8.01K -147 Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 100 $8K <0.01% +5 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 102 $7.96K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 103 $7.94K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 100 $7.78K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 100 $7.78K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 100 $7.78K <0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 96 $7.46K 0.01% 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 95 $7.39K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 94 $7.31K <0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 91 $7.08K <0.01% -645 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 90 $7K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 87 $6.76K <0.01% +15 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 76 $5.95K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 76 $5.91K <0.01% -2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 73 $5.68K <0.01% -49 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 73 $5.68K <0.01% new 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 69 $5.37K <0.01% +29 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 65 $5.09K <0.01% +26 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 61 $4.74K <0.01% -6 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 61 $4.74K <0.01% +19 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 57 $4.43K <0.01% +40 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 55 $4.28K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 47 $3.65K <0.01% -36 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 46 $3.58K <0.01% -34 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 45 $3.5K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 44 $3.42K <0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 39 $3.03K <0.01% -6 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 39 $3.01K <0.01% +8 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 35 $2.72K <0.01% -6 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 35 $2.72K <0.01% 0 13F-HR/A Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 34 $2.64K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 32 $2.49K <0.01% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 29 $2.25K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 28 $2.18K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 27 $2.1K <0.01% +24 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 27 $2.1K <0.01% 0 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 24 $1.87K <0.01% -3 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 24 $1.87K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 22 $1.71K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 22 $1.71K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 21 $1.63K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 21 $1.59K <0.01% +1 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 20 $1.57K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 16 $1.24K <0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 15 $1.17K <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 14 $1.09K <0.01% +11 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 13 $1.03K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 13 $1.01K <0.01% +3 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 17 $1K <0.01% +7 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12 $933 <0.01% -14 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 12 $933 <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 11 $855 <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7 $545 <0.01% -258 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $467 <0.01% -23 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 6 $467 <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4 $311 <0.01% 0 13F-HR/A Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3 $234 <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 3 $233 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $233 <0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $156 <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1 $114 <0.01% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1 $78 <0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.