Curat Global, LLC More: the full row for Curat Global, LLC 900 $79.3K 0.1% 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 884 $77.9K <0.01% +58 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 863 $76K <0.01% -48 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 861 $75.9K 0.01% -256 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 834 $73.5K 0.01% -3 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 825 $72.7K 0.04% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 757 $66.7K 0.01% -17 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 757 $66.7K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 755 $66.5K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 500 $44.1K 0.15% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 500 $44.1K 0.03% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 478 $42K 0.01% +45 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 472 $41.6K 0.02% -74 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 439 $38.7K 0.03% -11 13F-HR Timeline National Pension Service More: the full row for National Pension Service 433 $38.2K <0.01% +186 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 413 $36.4K <0.01% +17 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 410 $36.1K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 407 $35.8K 0.02% +61 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 397 $35K 0.02% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 389 $34.3K 0.02% +6 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 388 $34.2K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 387 $34.1K <0.01% +14 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 360 $32K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 359 $31.6K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 340 $30K <0.01% +104 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 336 $29.6K <0.01% -11 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 331 $29.2K <0.01% -141 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 325 $28.6K 0.01% +125 13F-HR Timeline Community Bank, N.A. 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LLC 277 $24K <0.01% -36 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 266 $23.4K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 297 $23.4K 0.01% +124 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 253 $22.3K <0.01% +241 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 250 $22K 0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 249 $22K <0.01% -74 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 238 $21K 0.02% +2 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 235 $20.7K 0.03% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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More: the full row for PEOPLES FINANCIAL SERVICES CORP. 124 $10.9K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 138 $10.9K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 123 $10.8K <0.01% -71 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 120 $10.6K <0.01% 0 13F-HR Timeline Group Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 136 $10.5K <0.01% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 117 $10.3K 0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 116 $10.2K <0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 108 $9.52K <0.01% +12 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 104 $9.16K <0.01% -54 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 100 $9K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 102 $8.99K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 101 $8.92K <0.01% -3 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 100 $8.81K <0.01% new 13F-HR Timeline North Star Investment Management Corp. 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Inc. 47 $4.14K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 46 $4.05K 0.02% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 44 $3.88K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 44 $3.88K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 42 $3.7K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 40 $3.52K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. 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More: the full row for SJS Investment Consulting Inc. 22 $1.94K <0.01% -2 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 22 $1.94K <0.01% -14 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 21 $1.85K <0.01% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 20 $1.76K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 20 $1.76K <0.01% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 19 $1.74K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 20 $1.73K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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More: the full row for SBI Securities Co., Ltd. 11 $969 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 11 $969 <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 10 $881 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $733 <0.01% +2 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 8 $705 <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 6 $529 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. 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Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.