MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 793 $84.9K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 775 $82.9K <0.01% +66 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 764 $81.7K 0.03% -180 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 733 $78.5K <0.01% -25 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 726 $77.7K 0.04% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 685 $73.3K 0.01% +116 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 660 $70.6K 0.03% -1,534 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 606 $64.9K <0.01% +118 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 579 $62K 0.01% 0 13F-HR/A Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 565 $60.5K <0.01% -33 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. EASTERN BANK More: the full row for EASTERN BANK 550 $58.9K <0.01% +147 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 550 $58.9K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 548 $58.6K <0.01% +159 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 509 $54.5K <0.01% -29 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 494 $52.9K 0.01% -495 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 493 $52.8K 0.01% +146 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 474 $50.7K 0.02% -336 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 449 $48K 0.01% -2 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 441 $47.2K <0.01% -2,058 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 409 $43.8K 0.01% +63 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 385 $41.2K 0.02% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 383 $41K <0.01% +6 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 373 $39.9K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 373 $39.9K <0.01% -195 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 369 $39.5K <0.01% +1 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 360 $38.5K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 348 $37.2K 0.02% +36 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 347 $37.1K 0.02% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 344 $36.8K 0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 339 $36.3K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 325 $34.8K 0.01% +10 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 307 $32.8K <0.01% +3 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 300 $32.1K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 298 $31.8K 0.01% +67 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 292 $31.2K <0.01% -44 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 291 $30.8K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 279 $29.9K <0.01% +15 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 269 $28.8K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 268 $28.7K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 259 $27.7K 0.01% -6 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 258 $27.6K <0.01% -69 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 255 $27.3K <0.01% +71 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 247 $26.4K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 239 $25.6K 0.01% 0 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 237 $25.4K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 248 $24.8K <0.01% -36 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 226 $24.2K 0.02% +120 13F-HR/A Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 225 $24.1K <0.01% -13 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 224 $24K <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 219 $23.4K <0.01% +66 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 211 $22.6K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $21.4K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 197 $21.1K 0.01% -9 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 185 $19.8K <0.01% +8 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 175 $19K 0.01% +6 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 177 $18.6K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 172 $18.4K <0.01% +104 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 169 $18.1K 0.02% +2 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 162 $17.3K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 155 $16.6K <0.01% +45 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 153 $16.4K <0.01% -5 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 152 $16.2K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 142 $15.2K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 136 $14.6K <0.01% +45 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 136 $14.6K <0.01% +20 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 127 $13.6K <0.01% +48 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 129 $13K <0.01% +30 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 115 $12.3K <0.01% +100 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 113 $12.1K <0.01% +3 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 110 $11.8K <0.01% +10 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 110 $11.8K <0.01% +56 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 108 $11.6K <0.01% +71 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 107 $11.4K <0.01% +11 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 107 $11.4K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 107 $11.4K <0.01% +1 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 102 $10.9K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 101 $10.8K 0.04% -2,577 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 100 $10.7K <0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 100 $10.7K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 100 $10.7K <0.01% -19 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 98 $10.5K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 96 $10.3K <0.01% +19 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 96 $10.3K <0.01% -202 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 93 $9.96K <0.01% -26 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 93 $9.95K <0.01% +18 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 92 $9.8K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 89 $9.52K <0.01% -58 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 88 $9.42K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 86 $9.2K <0.01% +22 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 84 $8.99K <0.01% -99 13F-HR Timeline Godfrey Financial Associates, Inc. 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More: the full row for REYL & Cie S.A. 77 $7.93K 0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 74 $7.92K <0.01% +10 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 74 $7.92K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 73 $7.8K 0.04% +1 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 72 $7.7K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 68 $7.28K <0.01% +1 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 59 $6.31K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 59 $6.31K <0.01% +12 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 58 $6.21K <0.01% -114 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 57 $6.1K <0.01% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 57 $6K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 54 $5.78K <0.01% +17 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 5,766 $5.77K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 52 $5.56K <0.01% -2 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 50 $5.35K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 49 $5.24K <0.01% +2 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 48 $5.14K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 45 $4.82K <0.01% -8 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 45 $4.82K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 45 $4.82K <0.01% -1 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 40 $4.28K <0.01% +3 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 40 $4.28K <0.01% +21 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 39 $4.17K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 38 $4.07K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 36 $3.85K <0.01% -34 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 36 $3.85K <0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 35 $3.75K <0.01% +7 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 34 $3.64K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 34 $3.64K <0.01% +21 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 33 $3.53K <0.01% +2 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 29 $3.1K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 29 $3.1K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 28 $3K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 25 $2.67K <0.01% -30 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 25 $2.67K <0.01% -6 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 24 $2.57K 0.01% -39 13F-HR/A Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 24 $2.57K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 23 $2.46K <0.01% +7 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 22 $2.35K 0.02% -8 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 22 $2.3K <0.01% +1 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 21 $2.25K <0.01% -1,434 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 21 $2.22K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 20 $2.14K <0.01% -7 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 20 $2.14K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 20 $2.14K <0.01% +20 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 19 $2.03K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 18 $1.93K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 17 $1.82K <0.01% -16 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 17 $1.82K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 17 $1.82K <0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 16 $1.71K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 16 $1.71K <0.01% -3 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 16 $1.68K <0.01% +9 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 15 $1.6K <0.01% +5 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 15 $1.6K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 15 $1.6K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 14 $1.52K <0.01% -73 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 13 $1.41K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 13 $1.39K <0.01% new 13F-HR Timeline Group Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 13 $1.39K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 12 $1.28K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 12 $1.28K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 12 $1.2K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 11 $1.18K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10 $1.08K <0.01% -5,928 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 10 $1.07K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 10 $1.07K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 10 $1.07K <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 10 $1.07K <0.01% +2 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 10 $1.07K <0.01% +6 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 13 $1K <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 8 $1K <0.01% new 13F-HR/A Timeline Triumph Capital Management More: the full row for Triumph Capital Management 9 $963 <0.01% -4 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 9 $963 <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 9 $963 <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 8 $856 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 8 $856 <0.01% +3 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 8 $856 <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 7 $749 <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 7 $749 <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 7 $749 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6 $646 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6 $642 <0.01% +3 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 5 $537 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $535 <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5 $535 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5 $535 <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 5 $535 <0.01% new 13F-HR/A Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 4 $428 <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 4 $405 <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 3 $321 <0.01% 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3 $321 <0.01% 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3 $321 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3 $317 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2 $214 <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 2 $214 <0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 2 $214 <0.01% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1 $107 <0.01% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1 $103 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $78 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 18,505 $1.98B -3,539 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.