LRI Investments, LLC More: the full row for LRI Investments, LLC 215 $16K <0.01% +4 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 165 $12.3K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 159 $11.8K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 150 $10.8K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for Wealth Enhancement Trust Services, Inc. 61 $4.54K <0.01% new 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 58 $4.32K <0.01% +1 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 51 $3.79K <0.01% -6 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 50 $3.72K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 48 $3.57K <0.01% +6 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 40 $2.98K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 36 $2.68K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 36 $2.68K <0.01% -2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 34 $2.55K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. 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LLC 14 $1K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13 $967 <0.01% 0 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 13 $967 <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 13 $967 <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 12 $881 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 11 $818 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. 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