J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 42 $3.59K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 40 $3.32K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 34 $2.91K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 32 $2.74K <0.01% -27,919 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 31 $2.65K <0.01% +23 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 31 $2.65K <0.01% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 30 $2.57K <0.01% +2 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 27 $2.31K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. 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More: the full row for Pinnacle Wealth Planning Services, Inc. 20 $1.71K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 20 $1.71K <0.01% -1 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 19 $1.62K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 19 $1.62K <0.01% +5 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 18 $1.54K <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 18 $1.54K <0.01% new 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 18 $1.54K <0.01% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 14 $1.19K <0.01% 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 13 $1.12K <0.01% -4 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 13 $1.11K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 17 $1K <0.01% -2 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10 $856 <0.01% -1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10 $855 <0.01% +4 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 10 $855 <0.01% +6 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9 $770 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9 $770 <0.01% 0 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 9 $770 <0.01% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7 $599 <0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $599 <0.01% -2 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 7 $599 <0.01% 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 6 $513 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 6 $513 <0.01% +2 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5 $428 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $343 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $343 <0.01% +3 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4 $342 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 4 $342 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $342 <0.01% +2 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4 $342 <0.01% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3 $257 <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 3 $257 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3 $257 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $257 <0.01% +1 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2 $172 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2 $171 <0.01% -8 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $89 <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1 $86 <0.01% new 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1 $86 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.