Csenge Advisory Group More: the full row for Csenge Advisory Group 3,255 $216K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,245 $215K <0.01% +152 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 3,232 $215K <0.01% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,227 $214K 0.05% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,226 $214K <0.01% -1,571 13F-HR Timeline Group CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,134 $208K <0.01% -10,279 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,117 $207K <0.01% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,103 $206K 0.07% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,082 $205K 0.04% new 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,069 $204K 0.03% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,050 $203K <0.01% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,042 $202K 0.05% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,033 $201K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,027 $201K <0.01% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,013 $200K 0.01% new 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 2,934 $195K 0.01% 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 2,640 $175K <0.01% +529 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,630 $175K 0.01% -1,299 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 2,482 $165K 0.01% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,327 $155K 0.03% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,129 $141K <0.01% +136 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,046 $136K 0.03% -4 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,023 $134K 0.01% +1,218 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,900 $122K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,791 $119K 0.04% -171 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,680 $112K 0.02% -24 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 1,679 $111K 0.04% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,592 $106K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,563 $104K 0.01% +16 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,474 $97.9K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,281 $85.1K <0.01% +11 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,267 $84.1K 0.05% +97 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,266 $84.1K <0.01% +316 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,261 $83.7K 0.03% -504 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,254 $83.3K 0.02% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,244 $82.6K 0.05% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,201 $79.2K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,190 $79K <0.01% -20 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,166 $77.4K 0.02% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,108 $73.5K 0.03% +3 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,021 $67.8K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,013 $67.3K 0.01% +990 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 975 $64.7K <0.01% +10 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 945 $62.8K <0.01% +888 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 941 $62.5K 0.04% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 922 $61.2K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 890 $59.1K <0.01% new 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 876 $58K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 753 $50K <0.01% -5,089 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 736 $48.9K 0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 736 $48.7K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 665 $44.2K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 661 $43.9K <0.01% +281 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 604 $40.1K <0.01% 0 13F-HR Timeline Ceredex Value Advisors LLC More: the full row for Ceredex Value Advisors LLC 600 $39.8K <0.01% new 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 571 $37.9K <0.01% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 522 $34.7K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 515 $34.2K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 512 $34K 0.01% +297 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 492 $32.7K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 445 $29.5K <0.01% +10 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 416 $28K <0.01% -5 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 417 $27.7K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 385 $25.6K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 376 $25K 0.01% +58 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 337 $22.4K <0.01% +312 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 336 $22.3K <0.01% +12 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 336 $22.3K 0.01% +245 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 324 $22K 0.01% -474 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 321 $21.3K <0.01% 0 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 310 $20.6K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 303 $20.1K 0.01% +19 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 300 $19.9K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 293 $19.3K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 284 $18.9K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 282 $18.7K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 281 $18.7K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 274 $18.2K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 273 $18.1K <0.01% +4 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 262 $17.4K <0.01% -665 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 260 $17.3K <0.01% +21 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 255 $16.9K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 250 $16.6K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 250 $16.6K 0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 234 $15.5K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 232 $15.4K <0.01% +1 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 221 $14.7K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 218 $14.5K <0.01% -11 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 215 $14.3K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 206 $13.7K <0.01% +29 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 203 $13.5K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 200 $13.3K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 191 $12.7K 0.01% +33 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 184 $12.2K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 184 $12.2K <0.01% +20 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 180 $12K <0.01% -5 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 179 $11.9K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 172 $11.4K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 168 $11.2K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 166 $11K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 165 $11K <0.01% +9 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 163 $10.8K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 163 $10.8K 0.01% 0 13F-HR Timeline Graticule Asia Macro Advisors LLC More: the full row for Graticule Asia Macro Advisors LLC 158 $10.5K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 154 $10.2K <0.01% -14 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 151 $10K <0.01% +58 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 151 $10K <0.01% +5 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 153 $10K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 150 $9.96K 0.01% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 146 $9.69K <0.01% -48 13F-HR Timeline Group TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 122 $8.08K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 118 $7.83K <0.01% +68 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 116 $7.7K <0.01% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 115 $7.66K <0.01% +6 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 113 $7.5K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 113 $7.5K 0.07% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 112 $7.44K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 112 $7.44K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 108 $7.17K <0.01% +87 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 106 $6.98K <0.01% -67 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 104 $6.91K <0.01% +44 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 104 $6.91K <0.01% +49 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 103 $6.84K <0.01% -763 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $6.64K <0.01% +97 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 120 $6.51K 0.03% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 92 $6.11K <0.01% -107 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 96 $6K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 90 $5.98K <0.01% -8 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 88 $5.84K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 87 $5.78K <0.01% +6 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 84 $5.38K <0.01% -8 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 81 $5.38K <0.01% new 13F-HR Timeline Group 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 81 $5.38K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 77 $5.11K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 73 $4.85K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 69 $4.58K <0.01% +50 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 69 $4.58K <0.01% +20 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 61 $4.05K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 75 $4K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 59 $3.92K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 57 $3.79K <0.01% -26 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 56 $3.72K <0.01% +9 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 52 $3.45K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 50 $3.32K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 45 $2.99K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 42 $2.79K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 41 $2.72K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 40 $2.66K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 38 $2.52K <0.01% +18 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 36 $2.39K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 33 $2.19K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 33 $2.19K <0.01% -43 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 33 $2.19K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 32 $2.12K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 32 $2.12K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 33 $2.12K <0.01% -8 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 31 $2.06K <0.01% +10 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 30 $2.02K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 29 $1.94K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 26 $1.73K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 25 $1.66K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 24 $1.59K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 23 $1.53K <0.01% -26,795 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 22 $1.46K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 21 $1.39K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 20 $1.33K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 20 $1.27K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 19 $1.27K <0.01% -1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 18 $1.2K <0.01% +12 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 18 $1.2K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 16 $1.06K <0.01% -18 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 15 $996 <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 14 $871 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 11 $731 <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 10 $664 <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 9 $598 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 9 $598 <0.01% new 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8 $564 <0.01% +2 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 8 $532 <0.01% +1 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8 $531 <0.01% -2 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7 $465 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $451 <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 6 $398 <0.01% 0 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 5 $350 <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 5 $332 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $266 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3 $200 <0.01% 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 3 $199 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $133 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $133 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2 $133 <0.01% 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 14 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 11 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.