RHS Financial, LLC More: the full row for RHS Financial, LLC 1,475 $282K 0.11% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,430 $273K <0.01% -50 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,492 $272K 0.06% +4 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,419 $271K <0.01% +389 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,403 $268K <0.01% +105 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,397 $267K <0.01% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,402 $263K 0.03% new 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 1,363 $260K 0.1% -4 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 1,362 $260K 0.74% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,349 $258K 0.02% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,345 $257K 0.03% +197 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 1,330 $254K 0.19% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,324 $253K 0.01% +3 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,310 $250K <0.01% -129 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,305 $249K 0.01% 0 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,302 $249K <0.01% -2,622 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,266 $245K 0.01% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,283 $245K 0.01% -132 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,265 $242K 0.03% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,262 $241K 0.01% +1 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,258 $240K 0.01% +8 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,257 $240K -17 Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,250 $239K 0.02% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,248 $238K 0.01% +69 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,246 $238K <0.01% -232 13F-HR Timeline Group Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,246 $238K 0.08% +121 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,244 $238K 0.02% +90 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,239 $237K 0.01% +18 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,228 $234K <0.01% +57 13F-HR Timeline Group MSA Advisors, LLC More: the full row for MSA Advisors, LLC 1,220 $233K 0.06% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,217 $232K 0.01% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,211 $231K 0.02% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,207 $231K 0.13% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 1,198 $229K <0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,194 $228K <0.01% -161 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,194 $228K 0.02% +30 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,191 $227K 0.01% +59 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,188 $227K 0.05% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,184 $226K <0.01% -35 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,180 $225K 0.04% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,174 $224K 0.02% -879 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,170 $223K 0.09% +140 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 1,161 $222K 0.04% -3 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,147 $219K <0.01% new 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 1,139 $217K <0.01% +17 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,110 $215K 0.02% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,101 $210K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,096 $209K <0.01% +23 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,090 $208K 0.02% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,075 $205K 0.03% -115 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 1,071 $204K 0.1% new 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,056 $202K 0.02% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,050 $201K 0.01% -222 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 952 $182K <0.01% -3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 938 $179K <0.01% +38 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 927 $177K 0.16% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 850 $162K 0.05% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 833 $159K 0.01% -1,577 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 830 $158K <0.01% 0 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 800 $153K <0.01% -75 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. 754 $144K <0.01% -22 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 740 $141K 0.19% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 726 $139K 0.04% -82 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 104 $122K 0.05% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 559 $107K 0.01% +1 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 540 $103K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 538 $103K 0.02% -219 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 530 $101K 0.05% +121 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 524 $100K 0.04% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 521 $99.6K <0.01% -29 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 500 $95.5K <0.01% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 500 $95.5K 0.04% 0 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 488 $92K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 462 $88.2K 0.01% -99 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 461 $88K 0.01% +1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 437 $83.4K 0.01% +243 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 421 $80.4K 0.01% -843 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 400 $76.4K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 392 $75K <0.01% +61 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 388 $74.1K <0.01% +85 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 378 $72.2K <0.01% -13,284 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 376 $71.8K 0.04% -11 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 372 $71K 0.01% +92 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 340 $64.9K 0.03% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 312 $59.6K 0.01% +34 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 304 $58K 0.01% +46 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 300 $57.3K 0.02% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 281 $53.7K 0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 280 $53.5K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 250 $48.5K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 239 $45.6K <0.01% 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 230 $43.9K 0.04% +71 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 228 $43.5K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 225 $43K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 212 $40.8K <0.01% 0 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 210 $40.1K <0.01% 0 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 200 $38.2K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 183 $35K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 180 $34.4K <0.01% -50 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 174 $34K 0.02% -394 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 176 $33.6K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 143 $27.3K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 134 $25.6K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 131 $25K 0.07% -32 13F-HR/A Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 130 $24.8K <0.01% +1 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 122 $23.3K 0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 120 $22.9K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 120 $22.9K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 120 $22.9K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 120 $22.9K <0.01% -150 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 112 $21.4K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 113 $21.4K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 110 $21K <0.01% -6 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 100 $19.1K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 97 $18.5K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 96 $18.3K <0.01% +10 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 95 $18.1K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 92 $17.6K <0.01% -4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 91 $17.4K <0.01% +2 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 89 $17.1K <0.01% -1,400 13F-HR Timeline CX Institutional More: the full row for CX Institutional 84 $16K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 80 $15.3K <0.01% -70 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 77 $14.7K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 75 $14.3K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 72 $13.7K <0.01% +2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 70 $13.4K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 67 $12K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 60 $11.5K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 60 $11K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 57 $10.9K <0.01% +15 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 52 $9.93K <0.01% +1 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 50 $9.55K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 50 $9.55K <0.01% 0 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 50 $9.55K 0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 46 $8.78K <0.01% -4 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 45 $8.59K <0.01% +20 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 44 $8.4K <0.01% -96 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 44 $8.4K <0.01% new 13F-HR/A Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 40 $7.67K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 40 $7.64K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 40 $7.64K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 35 $6.68K <0.01% +16 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 31 $5.92K <0.01% -2 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 30 $5.73K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 30 $5.73K <0.01% -3 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 30 $5.73K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 28 $5.35K <0.01% +1 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 20 $3.82K <0.01% 0 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 18 $3.44K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 17 $3.25K <0.01% +12 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 15 $2.86K <0.01% +1 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 14 $2.69K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 14 $2.67K <0.01% -118 13F-HR Timeline Group William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 14 $2.67K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 14 $2.49K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 13 $2.48K <0.01% +7 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 13 $2.48K <0.01% -6 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 13 $2.48K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 12 $2.29K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 10 $1.93K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 10 $1.91K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $1.91K <0.01% +5 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 10 $1.91K <0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10 $1.91K <0.01% +4 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 10 $1.91K <0.01% new 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10 $1.91K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 10 $1.91K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8 $1.53K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 8 $1.53K <0.01% +3 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 8 $1.53K <0.01% -40 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 7 $1.34K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7 $1.34K <0.01% -1 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 7 $1.34K <0.01% new 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6 $1.15K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6 $1.15K <0.01% +2 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5 $955 <0.01% +2 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 5 $955 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4 $763 <0.01% -4 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3 $573 <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3 $573 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3 $573 <0.01% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 3 $573 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $388 <0.01% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2 $382 <0.01% 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 2 $382 <0.01% -1 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 1 $215 <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1 $191 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1 $191 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $191 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $191 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $191 <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 0 $0 0% -602 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.