JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 425 $139K 0.01% -14 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 425 $139K 0.08% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 418 $136K 0.21% -133 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 416 $136K 0.05% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 414 $135K 0.02% +40 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 413 $135K 0.07% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 405 $132K 0.04% -25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 404 $132K 0.11% +175 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 400 $130K 0.02% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 400 $130K 0.03% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 400 $130K 0.1% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 399 $130K 0.04% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 391 $128K 0.02% +5 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 383 $125K 0.03% +20 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 378 $123K 0.05% -6 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 361 $116K 0.06% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 353 $115K 0.01% +18 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 338 $110K 0.03% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 336 $110K 0.05% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 333 $109K 0.03% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 331 $108K 0.02% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 330 $108K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 328 $107K 0.02% +5 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 320 $104K 0.06% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 313 $102K 0.03% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 312 $102K 0.01% +1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 311 $101K 0.07% -16 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 301 $98.1K 0.08% -35 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 300 $97.8K 0.08% -100 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 298 $97.1K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 285 $93.6K 0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 282 $91.9K 0.06% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 279 $91.4K <0.01% +7 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 280 $91.4K 0.07% 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 277 $90.2K 0.04% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 275 $89.6K 0.01% -48 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 270 $88K <0.01% -441 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 260 $84.7K 0.05% 0 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 259 $84.4K <0.01% -1 13F-HR Timeline Group PALLADIEM, LLC More: the full row for PALLADIEM, LLC 252 $83.7K 0.08% +2 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 255 $83.1K 0.03% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 244 $79.5K 0.01% -92 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 240 $78.2K 0.01% 0 13F-HR/A Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 234 $76.3K <0.01% -21 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 223 $76K 0.04% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 231 $75.6K 0.02% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 227 $74K 0.04% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 222 $72.4K 0.04% -303 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 221 $72K 0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 220 $71.9K 0.02% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 217 $70.7K 0.01% -149 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 215 $70.1K 0.02% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 213 $69.4K 0.03% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 213 $69.4K 0.01% -4 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 205 $66.9K 0.04% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 201 $65.5K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 200 $65.2K 0.02% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 200 $65.2K 0.03% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 200 $65K 0.01% +68 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 197 $64.2K 0.02% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 195 $63.6K 0.01% new 13F-HR/A Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 194 $63.2K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 195 $62.6K 0.01% +77 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 189 $61.6K <0.01% -5 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 187 $60.9K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 183 $59.5K 0.01% +16 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 180 $58.7K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 180 $58.7K 0.01% +154 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 177 $57.8K <0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 176 $57.4K 0.26% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 174 $56.7K 0.03% +6 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 172 $56K 0.02% 0 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 171 $55.9K 0.01% -4 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 170 $55.4K 0.01% +31 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 170 $55.4K 0.01% -13 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 168 $55K 0.04% -363 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 168 $54.9K 0.04% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 168 $54.8K 0.02% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 167 $54.4K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 165 $53.8K <0.01% +17 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 164 $53.5K <0.01% -15 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 164 $53K 0.01% 0 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 162 $52.8K <0.01% +110 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 160 $52.2K <0.01% +104 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 158 $51.5K 0.04% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 151 $49.2K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 150 $48.9K 0.03% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 150 $48.9K 0.01% -19 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 145 $47.3K 0.01% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 142 $46.3K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 142 $46.3K 0.01% -155 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 140 $45.6K 0.01% -70 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 140 $45.6K 0.02% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 140 $45.6K 0.03% +13 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 139 $45.3K 0.01% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 137 $44.8K 0.02% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 135 $44K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 131 $42.7K <0.01% -38 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 130 $42.4K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 129 $42K 0.01% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 129 $42K 0.02% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 127 $41.3K 0.01% +1 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 125 $40.7K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 125 $40.7K 0.03% -2 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 124 $40.4K 0.03% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 122 $39.9K <0.01% -1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 120 $39.2K <0.01% -13 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 120 $39.1K <0.01% -47 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 120 $39K 0.01% +11 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 115 $37.5K 0.02% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 115 $37.5K <0.01% -3,701 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 114 $37.2K 0.02% +35 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 112 $36.5K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 112 $36.5K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 109 $35.5K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 108 $35.4K 0.01% +4 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 108 $35.2K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 108 $35.1K <0.01% -107 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 104 $34K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 104 $34K 0.03% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 104 $33.9K 0.01% +4 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 103 $33.9K 0.02% -2 13F-HR/A Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 100 $33K 0.01% 0 13F-HR/A Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 100 $33K 0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 101 $32.9K <0.01% new 13F-HR/A Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 100 $32.6K 0.02% 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 98 $31.9K 0.01% +52 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 98 $31.9K 0.03% +24 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 97 $31.6K 0.11% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 97 $31.6K <0.01% +20 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 96 $31.3K <0.01% new 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 95 $31K 0.02% +8 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 92 $30K 0.01% 0 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 92 $30K 0.01% -43 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 91 $29.7K 0.01% -1 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 88 $28.7K 0.02% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 85 $27.7K <0.01% +12 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 84 $27.4K 0.02% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 82 $26.7K <0.01% -9 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 82 $26.7K 0.01% +38 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 80 $26.1K 0.01% +37 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 79 $25.8K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 77 $25.1K <0.01% 0 13F-HR Timeline QVR LLC More: the full row for QVR LLC 76 $24.8K 0.01% -1,812 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 76 $24.8K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 76 $24.8K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 75 $24.4K 0.02% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 74 $24K 0.02% -4 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 72 $23.5K 0.02% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 70 $22.8K 0.01% +64 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 70 $22.8K 0.01% +30 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 68 $22.2K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 68 $22.2K 0.02% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 69 $22K <0.01% -18 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 67 $21.8K 0.02% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 66 $21.5K 0.01% +14 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 65 $21.2K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 65 $21.2K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 65 $21K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 63 $20.5K 0.16% -95 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 62 $20.2K <0.01% +2 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 60 $19.7K 0.03% -100 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 60 $19.6K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 60 $19.6K 0.01% -677 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 59 $19.2K 0.01% -8 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 59 $19.2K 0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 58 $18.9K 0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 57 $18.6K 0.02% +6 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 56 $18.3K <0.01% +8 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 56 $18.3K <0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 56 $18.3K 0.02% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 57 $18K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 53 $17.3K <0.01% -1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 53 $17.3K <0.01% +3 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 50 $16.3K 0.02% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 50 $16.3K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 50 $16.3K <0.01% -161 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 49 $16K 0.01% +46 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 45 $14.7K 0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 44 $14.3K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 43 $14K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 40 $13.3K <0.01% +2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 39 $12.7K <0.01% +11 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 39 $12.7K 0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 39 $12.7K <0.01% +2 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 38 $12K <0.01% -3 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 37 $12K <0.01% +7 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 36 $11.7K <0.01% +3 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 36 $11.7K 0.01% +24 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 35 $11.4K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 35 $11.4K <0.01% +13 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 34 $11.1K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 34 $11.1K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 34 $11.1K 0.01% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 35 $11K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 32 $10.4K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 32 $10.4K <0.01% new 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 32 $10.4K -26,180 Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 33 $10K <0.01% 0 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 30 $9.8K 0.01% +11 13F-HR Timeline