Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 250 $37K 0.01% -27 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 250 $37K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 189 $27.9K <0.01% -10 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 175 $25.9K <0.01% -14 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 150 $22.2K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 136 $20K <0.01% +21 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 112 $18.6K <0.01% +45 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 123 $18.2K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 120 $17.7K <0.01% -8 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 111 $16.4K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. 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More: the full row for Institute for Wealth Management, LLC. 27 $3.95K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 26 $3.84K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 25 $3.7K <0.01% new 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 22 $3.41K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 22 $3.25K <0.01% +6 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 22 $3.25K <0.01% -3 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 21 $3K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 20 $2.96K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 20 $2.96K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 19 $2.81K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 19 $2.81K <0.01% +8 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 19 $2.81K <0.01% +3 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 16 $2.37K <0.01% +1 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 16 $2.37K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 15 $2.22K <0.01% +8 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 15 $2.22K <0.01% +2 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 15 $2.22K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15 $2.2K <0.01% -3 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 15 $2.07K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 14 $2.07K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 14 $2.07K <0.01% +10 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 14 $2K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 13 $1.92K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 12 $1.86K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $1.77K <0.01% +5 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 12 $1.77K <0.01% +1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11 $1.63K <0.01% -14 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 11 $1.63K <0.01% +3 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 11 $1.63K <0.01% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 9 $1.33K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 8 $1.18K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 8 $1.18K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 8 $1.18K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7 $1.03K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 7 $1.03K <0.01% -4 13F-HR Timeline Quarry LP More: the full row for Quarry LP 7 $1.03K <0.01% -157 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6 $887 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 6 $887 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $887 <0.01% +2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $887 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $887 <0.01% +4 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $740 <0.01% +3 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5 $739 <0.01% 0 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 4 $592 <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3 $444 <0.01% -50 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3 $443 <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2 $296 <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 2 $296 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2 $296 <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 2 $262 <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1 $148 <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1 $148 <0.01% -9 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1 $148 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $148 <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1 $148 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $148 <0.01% -650 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1 $148 <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1 $148 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $147 <0.01% new 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $129 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 0 $18 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.