Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,302 $197K <0.01% +560 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 6,627 $179K 0.04% +4,127 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,484 $175K <0.01% +5,946 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,216 $168K 0.01% +863 13F-HR/A Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 6,059 $164K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,923 $158K <0.01% +5,895 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,800 $157K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,628 $152K 0.01% +2,214 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 5,537 $149K <0.01% +305 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,324 $144K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,833 $130K 0.01% +308 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 4,500 $122K 0.06% +900 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 4,400 $119K <0.01% +3,500 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3,906 $105K <0.01% -20,807 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,675 $99.2K <0.01% -2,335 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,415 $92.2K <0.01% -30 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,143 $84.9K <0.01% -153 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,977 $80.4K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,969 $80.2K <0.01% +1,716 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,832 $76.5K <0.01% -79 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,931 $75.9K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,644 $71.4K <0.01% -177 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,494 $67.3K <0.01% -2,701 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,328 $63K <0.01% +186 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,142 $57.8K 0.02% -177 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,100 $56.7K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,762 $48K <0.01% +207 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,740 $47K <0.01% -2,131 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,710 $46.2K 0.04% -159 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,653 $44.6K <0.01% +90 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,584 $42.8K <0.01% +818 13F-HR/A Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,575 $42.5K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,492 $40.3K 0.03% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,500 $39.9K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,437 $38.8K <0.01% +530 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,283 $34.6K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,258 $34K <0.01% -971 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,200 $32.4K 0.02% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,152 $31.1K <0.01% +48 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,141 $30.8K <0.01% -1,669 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,056 $28.5K 0.02% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,050 $28.4K <0.01% +1,000 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,040 $28.1K <0.01% -971 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,000 $27K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 931 $25.1K <0.01% +86 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 904 $24.4K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 880 $23.8K 0.01% -787 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 850 $22.9K <0.01% -1,300 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 825 $22.3K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 803 $21.7K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 800 $21.6K <0.01% -470 13F-HR Timeline CX Institutional More: the full row for CX Institutional 755 $20K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 726 $19.6K 0.01% -121 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 725 $19.6K <0.01% +250 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 649 $17.5K <0.01% +21 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 637 $17.2K <0.01% +458 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 606 $16.4K <0.01% +395 13F-HR Timeline Quarry LP More: the full row for Quarry LP 511 $13.8K <0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 500 $13.5K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 500 $13.5K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 500 $13.5K <0.01% -3 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 481 $13K 0.02% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 452 $12.2K <0.01% +205 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 450 $12.2K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 429 $11.6K <0.01% -54 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 400 $10.8K <0.01% new 13F-HR/A Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 400 $10.8K <0.01% +50 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 400 $10.8K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 398 $10.7K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 390 $10.5K <0.01% 0 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 383 $10.3K <0.01% -855 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 356 $9.61K <0.01% -437 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 309 $8.2K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 301 $8.13K <0.01% -173 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 300 $8.1K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 300 $8.1K <0.01% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 292 $7.75K <0.01% +187 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 282 $7.61K <0.01% 0 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 266 $7.18K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 265 $7.16K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 268 $7.1K +150 Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 272 $7.07K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 250 $6.75K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 250 $6.75K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 246 $6.64K <0.01% new 13F-HR/A Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 225 $6.03K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 201 $5.43K <0.01% -99 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 200 $5.4K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 200 $5.4K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 200 $5.4K <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 200 $5.4K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 190 $5.13K <0.01% +25 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 177 $5K <0.01% -145 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 160 $4.32K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 150 $4.05K <0.01% -442 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 150 $4.05K <0.01% -20 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 146 $3.94K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 141 $3.81K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 147 $3.8K <0.01% -73 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 127 $3.43K <0.01% -4 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 124 $3.35K <0.01% -10 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 121 $3.27K <0.01% +91 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 118 $3.19K <0.01% +86 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 116 $3.13K <0.01% -460 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 112 $3K <0.01% -311 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 105 $2.83K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 104 $2.81K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 100 $2.7K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 100 $2.7K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 100 $2.7K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 100 $2.7K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 100 $2.7K <0.01% -64 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 100 $2.7K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 100 $2.7K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 100 $2.7K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 100 $2.7K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 100 $2.7K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 95 $2.56K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 93 $2.51K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 92 $2.48K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 90 $2.43K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 88 $2.38K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 85 $2.29K <0.01% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 83 $2.24K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 95 $2.14K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 75 $2.02K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 74 $2K <0.01% -23 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 71 $1.92K <0.01% +21 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 70 $1.89K <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 68 $1.84K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 68 $1.84K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 68 $1.84K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 66 $1.78K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 65 $1.75K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 63 $1.7K <0.01% +48 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 61 $1.65K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 54 $1.46K <0.01% +28 13F-HR Timeline 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 50 $1.35K <0.01% 0 13F-HR Timeline Group Financial Life Planners More: the full row for Financial Life Planners 50 $1.35K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 49 $1.32K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 47 $1.27K <0.01% +29 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 40 $1.08K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 38 $1.03K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 37 $999 <0.01% -19 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 37 $999 <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 33 $891 <0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 28 $756 <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 25 $675 <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 21 $567 <0.01% -85 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 21 $551 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 20 $540 <0.01% -20 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 19 $513 <0.01% +5 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 18 $486 <0.01% +2 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 18 $486 <0.01% +11 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 15 $325 <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 12 $324 <0.01% -1 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 12 $324 <0.01% -3,611 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 11 $297 <0.01% -1,220 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $297 <0.01% +2 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 11 $297 <0.01% 0 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 10 $270 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 8 $216 <0.01% -62 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7 $189 <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $162 <0.01% -8 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $162 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $135 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 5 $135 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5 $133 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4 $108 <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4 $108 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3 $81 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $54 <0.01% +1 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2 $54 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $54 <0.01% -8 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $27 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $27 <0.01% -686 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1 $27 <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.