Bison Wealth, LLC More: the full row for Bison Wealth, LLC 380 $351K 0.03% +3 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 475 $351K 0.11% +6 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 473 $349K 0.04% -3 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 472 $348K 0.03% -401 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 472 $348K 0.16% -20 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 466 $344K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 466 $344K 0.14% -23 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 465 $343K 0.03% 13F-HR Timeline Group Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 461 $340K 0.36% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 460 $340K 0.02% +2 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 430 $339K 0.01% +72 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 456 $337K 0.15% -64 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 454 $335K 0.25% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 453 $334K 0.05% +59 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 450 $332K 0.01% -5 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 448 $331K 0.07% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 446 $329K 0.02% +51 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 444 $328K 0.02% +47 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 413 $327K 0.14% +20 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 441 $326K 0.02% +10 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 427 $325K 0.01% +44 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 436 $322K 0.02% +32 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 434 $320K 0.05% +30 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 432 $319K 0.04% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 431 $318K 0.02% -35 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 430 $317K 0.01% -111 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 426 $315K 0.05% -12 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 424 $312K 0.1% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 420 $310K 0.03% +53 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 419 $309K 0.1% new 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 419 $309K 0.1% +15 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 536 $304K 0.1% -628 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 409 $302K 0.09% +43 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 409 $302K 0.11% -1 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 407 $300K 0.04% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 406 $300K 0.06% 0 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 371 $299K 0.04% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 403 $298K 0.05% new 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 400 $295K 0.05% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 400 $295K 0.01% 0 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 400 $295K 0.1% 0 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 399 $295K 0.16% -2 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 399 $295K 0.04% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 398 $294K 0.25% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 397 $293K 0.21% -172 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 395 $292K 0.18% +45 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 390 $288K 0.03% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 388 $287K 0.01% -38 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 389 $287K 0.05% +20 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 378 $287K 0.16% new 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 386 $285K 0.11% new 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 379 $280K 0.08% -25 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 378 $279K 0.04% -78 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 374 $276K 0.1% 0 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 373 $275K 0.25% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 368 $272K 0.02% -336 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 368 $272K <0.01% +26 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 356 $270K 0.01% +13 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 363 $268K 0.01% +207 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 360 $266K 0.1% -376 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 357 $264K 0.02% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 357 $264K 0.05% +337 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 356 $263K 0.15% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 354 $262K 0.03% -31 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 354 $261K 0.15% -114 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 352 $260K 0.01% -15 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 352 $260K 0.05% +20 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 350 $259K 0.24% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 350 $258K 0.04% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 350 $258K 0.01% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 346 $256K 0.04% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 345 $255K 0.01% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 343 $253K 0.16% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 342 $253K 0.02% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 341 $252K 0.01% -104 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 339 $250K 0.02% +4 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 338 $250K 0.07% 0 13F-HR Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 337 $249K 0.06% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 335 $247K 0.17% -811 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 333 $246K 0.12% new 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 333 $246K 0.02% new 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 332 $245K 0.09% 0 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 401 $245K 0.15% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 332 $245K 0.06% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 331 $244K 0.24% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 330 $244K 0.01% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 328 $242K 0.01% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 328 $242K 0.17% -43 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 328 $242K 0.09% -69 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 325 $240K 0.02% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 322 $238K 0.02% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 322 $238K 0.07% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 321 $237K 0.05% new 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 321 $237K 0.08% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 321 $237K 0.03% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 320 $236K <0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 320 $236K 0.02% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 319 $236K 0.01% -49 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 319 $236K 0.03% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 319 $236K 0.08% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 317 $234K <0.01% +48 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 315 $233K 0.01% new 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 315 $233K 0.17% -443 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 314 $232K 0.06% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 284 $231K 0.03% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 312 $230K 0.01% -368 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 277 $230K 0.06% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 310 $229K 0.01% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 306 $226K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 305 $225K <0.01% -204 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 304 $224K 0.09% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 303 $224K 0.06% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 302 $223K 0.04% new 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 300 $221K <0.01% -79 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 300 $221K 0.14% new 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 300 $221K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 297 $219K 0.01% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 297 $219K 0.05% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 296 $219K <0.01% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 295 $218K 0.1% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 294 $217K 0.07% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 293 $216K 0.04% +2 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 293 $216K 0.03% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 293 $216K 0.02% new 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 293 $216K 0.15% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 290 $214K 0.01% -53 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 289 $213K 0.01% new 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 289 $213K 0.02% new 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 289 $213K 0.01% -1,463 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 289 $213K 0.03% +3 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 287 $212K <0.01% -135 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 287 $212K 0.01% new 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 300 $210K 0.01% -200 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 281 $208K 0.01% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 281 $207K 0.03% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 278 $205K <0.01% new 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 278 $205K 0.05% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 277 $204K 0.24% +44 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 276 $204K 0.07% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 275 $203K 0.01% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 275 $203K 0.05% -511 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 275 $203K 0.12% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 274 $202K <0.01% -75 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 273 $202K 0.02% -14 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 271 $200K 0.02% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 267 $197K 0.01% -27 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 265 $196K 0.02% -28 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 260 $192K 0.04% -42 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 253 $187K 0.03% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 223 $185K 0.11% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 245 $180K <0.01% +6 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 235 $174K 0.02% +178 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 238 $167K 0.01% +4 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 226 $167K <0.01% +88 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 217 $160K 0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 213 $157K <0.01% +26 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 210 $155K <0.01% -9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 208 $154K 0.02% +62 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 202 $149K 0.08% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 200 $148K <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 199 $147K 0.02% +58 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 198 $146K 0.65% -1,436 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 192 $142K 0.01% +56 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 176 $130K <0.01% -50 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 172 $127K 0.09% -154 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 171 $126K 0.11% 13F-HR/A Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 157 $116K 0.11% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 156 $115K 0.02% +7 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 151 $111K 0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 150 $111K 0.05% 0 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 117 $108K 0.01% +9 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 141 $104K 0.03% +43 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 136 $100K 0.01% 0 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 133 $98.2K 0.01% -1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 130 $96K 0.01% -31 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 122 $92.6K 0.06% +108 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 122 $89.9K 0.05% -41 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 114 $84.2K <0.01% -25 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 114 $84.2K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 113 $83.4K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 109 $80.5K <0.01% +86 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 107 $79K <0.01% -10 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 106 $78.3K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 106 $78.3K 0.03% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 102 $75.3K 0.08% -156 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 100 $73.9K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 99 $73.1K 0.01% +2 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 98 $72.4K 0.04% 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 94 $69.4K 0.06% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 89 $65.7K 0.03% -5 13F-HR/A Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 89 $65.7K 0.02% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 81 $59.9K 0.01% -262 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 81 $59.8K 0.03% -41 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 80 $59.1K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 78 $57.6K <0.01% +64 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 71 $52.4K <0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 71 $52.4K <0.01% -1,647 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 68 $50.3K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 64 $47.3K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 62 $46.9K 0.01% +60 13F-HR Timeline