BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,548 $116K 0.01% -39 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,506 $113K 0.03% +134 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,443 $108K 0.01% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,391 $104K 0.05% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,380 $103K 0.06% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,368 $103K 0.01% +1,288 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,345 $101K <0.01% +276 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,306 $97.9K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,257 $94.2K <0.01% +451 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,249 $93.6K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,225 $91.9K 0.08% 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,200 $90K 0.02% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,210 $87.6K <0.01% 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,089 $82K <0.01% -30,037 13F-HR Timeline Group Peoples Bank/KS More: the full row for Peoples Bank/KS 1,085 $81.3K 0.06% -175 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,023 $76.7K <0.01% -424 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,000 $75K 0.05% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 993 $74.5K 0.04% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 940 $70.5K 0.03% -395 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 886 $66K 0.06% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 878 $65K <0.01% -2,452,434 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 844 $63.3K <0.01% -861 13F-HR/A Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 833 $62.5K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 830 $62.2K <0.01% -505 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 808 $60.6K <0.01% -1,206 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 800 $60K <0.01% -224 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 787 $59K 0.05% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 777 $58.3K 0.01% +139 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 762 $57.1K 0.02% -942 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 738 $55.3K <0.01% -75 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 714 $53.5K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 676 $50.7K <0.01% -212 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 680 $50.4K <0.01% 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 662 $49.6K 0.03% +46 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 658 $49.3K 0.01% +484 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 621 $46K <0.01% +591 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 612 $45.9K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 600 $45K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 572 $42.9K <0.01% -1,867 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 558 $41.9K <0.01% -81 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 539 $40.4K <0.01% -333 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 517 $38.8K 0.01% -30 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 516 $38.7K <0.01% +96 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 476 $35.7K <0.01% +141 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 479 $35.5K <0.01% +154 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 473 $35.4K <0.01% -27 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 500 $34.7K 0.02% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 451 $33.8K <0.01% +70 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 424 $31.8K 0.01% -224,874 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 401 $30.1K 0.02% +300 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 400 $30K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 400 $30K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 398 $29.9K <0.01% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 388 $29.1K 0.01% +158 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 385 $28.9K 0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 378 $28K 0.01% -26 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 371 $27.8K 0.01% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 363 $27.2K <0.01% -1,168 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 358 $26.9K 0.01% +303 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 350 $26.2K 0.01% 0 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 350 $26.2K 0.02% -350 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 326 $24.4K <0.01% -645 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 321 $24K 0.02% +142 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 317 $23.8K 0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 309 $23.2K <0.01% -962 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 303 $22.7K <0.01% -82 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 300 $22.5K <0.01% -125 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 300 $22.5K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 274 $20.5K <0.01% +268 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 252 $18.9K <0.01% -156 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 232 $17.4K <0.01% +94 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 220 $16.5K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 220 $16.5K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 217 $16.3K <0.01% -88 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 217 $16.3K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 206 $15.4K <0.01% -9 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 200 $15K <0.01% -297 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 200 $15K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 200 $15K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 195 $14.6K 0.01% -46 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 190 $14.2K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 192 $14K <0.01% +5 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 175 $13.1K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 161 $12K 0.01% +1 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 160 $12K <0.01% +20 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 160 $12K 0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 120 $12K <0.01% new 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 158 $11.8K 0.01% -69 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 156 $11.7K <0.01% -146 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 153 $11.5K <0.01% +72 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 151 $11.3K <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 154 $11K <0.01% -4 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 150 $11K 0.01% -146 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 145 $10.9K 0.01% -200 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 145 $10.9K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 139 $10.4K <0.01% +136 13F-HR Timeline Group HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 130 $10K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 133 $9.97K <0.01% +29 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 127 $9.52K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 126 $9.45K <0.01% +44 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 125 $9K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 125 $9K <0.01% -13 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 106 $7.95K 0.01% +96 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 104 $7.8K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 103 $7.72K 0.01% 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 71 $7.65K <0.01% new 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 100 $7.5K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 100 $7.5K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 100 $7.5K <0.01% -12 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 100 $7.5K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 100 $7.5K 0.01% 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 100 $7.5K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 97 $7.27K <0.01% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 95 $7K <0.01% -31 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 93 $6.97K <0.01% -91 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 91 $6.82K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 90 $6.75K <0.01% -109 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 88 $6.6K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 87 $6.54K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 87 $6.52K <0.01% -1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 81 $6.11K <0.01% -9 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 80 $6K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 79 $5.92K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 78 $5.85K <0.01% -110 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 78 $5.85K <0.01% -81 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 78 $5.85K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 77 $5.77K <0.01% -503 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 75 $5.62K <0.01% -1,255 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 72 $5.4K <0.01% -1,178 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 71 $5.35K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 68 $5.1K <0.01% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 65 $5K <0.01% -159 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,881 $4.88K <0.01% -1,500 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 65 $4.82K <0.01% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 62 $4.68K <0.01% 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 62 $4.66K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 62 $4.65K <0.01% 0 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 62 $4.65K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 62 $4.65K <0.01% +22 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 60 $4.5K <0.01% -30 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 58 $4.35K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 57 $4.26K <0.01% -76 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 56 $4.2K <0.01% +8 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 50 $3.75K <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 44 $3.51K <0.01% -27 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 46 $3.48K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 44 $3.31K <0.01% -153 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 50 $3.3K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 43 $3.22K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 42 $3.15K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 40 $3.03K <0.01% -16 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 40 $3K <0.01% +35 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 39 $2.92K <0.01% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 38 $2.85K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 37 $2.74K <0.01% +1 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 34 $2.56K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 30 $2.51K <0.01% +22 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 33 $2.27K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 30 $2.25K 0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 30 $2.2K <0.01% -55 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 29 $2.17K <0.01% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 28 $2.1K <0.01% -5 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 28 $2.1K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 28 $2.1K <0.01% -28 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 27 $2.02K <0.01% +18 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 27 $2.02K <0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 27 $2K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 25 $2K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 26 $1.97K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 26 $1.95K <0.01% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 24 $1.82K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 23 $1.72K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 22 $1.65K <0.01% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 21 $1.57K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 21 $1.57K <0.01% 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 21 $1.56K <0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 20 $1.5K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 20 $1.5K <0.01% -44 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 20 $1.5K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 20 $1.5K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 20 $1.5K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 20 $1.5K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 18 $1.35K <0.01% -50 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 18 $1.35K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 17 $1.27K <0.01% +12 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 16 $1.2K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 15 $1.12K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 15 $1.12K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $1.12K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 14 $1.05K <0.01% -44 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 14 $1.05K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 14 $1.05K <0.01% -520 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 11 $1K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 12 $900 <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 12 $900 <0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 12 $866 <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 11 $824 <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 10 $750 <0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 9 $675 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9 $675 <0.01% new 13F-HR Timeline