McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 2,251 $297K 0.06% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,250 $296K 0.15% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,250 $296K 0.04% -281 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,235 $294K 0.02% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,227 $293K 0.02% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,366 $293K 0.02% +95 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 2,209 $291K 0.33% +1 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,199 $290K 0.09% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,197 $289K <0.01% -29 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 2,197 $289K <0.01% -29 13F-HR/A Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 2,157 $284K 0.2% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,149 $283K 0.07% +185 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,143 $282K 0.13% -541 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,142 $282K 0.04% -151 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 2,134 $277K 0.01% new 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,078 $274K 0.02% +134 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,055 $271K <0.01% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 2,035 $268K 0.12% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,033 $268K 0.01% +116 13F-HR/A Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 2,002 $264K <0.01% new 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 2,000 $263K 0.05% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,995 $263K 0.07% new 13F-HR/A Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,989 $262K <0.01% -337 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 1,961 $258K 0.17% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,935 $255K 0.29% +24 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,925 $254K 0.02% -2,583 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,923 $253K <0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,905 $251K 0.02% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,069 $250K 0.01% -30 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 1,879 $248K 0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,867 $246K -3,105 Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,033 $241K 0.05% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,825 $240K 0.01% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,800 $237K 0.06% -1,100 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,752 $231K 0.16% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,749 $230K 0.02% -649 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,723 $227K 0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,685 $222K 0.01% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,680 $221K 0.04% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,665 $219K 0.08% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,662 $219K 0.01% -2,404 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,644 $217K 0.01% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,604 $211K <0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,590 $209K <0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,565 $206K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,553 $205K <0.01% +106 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,544 $203K <0.01% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,540 $203K 0.06% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,537 $202K <0.01% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,518 $200K 0.16% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,486 $196K 0.02% +247 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,424 $188K 0.02% +882 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,414 $184K <0.01% +205 13F-HR/A Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,220 $161K <0.01% -15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bank & Trust Co More: the full row for Bank & Trust Co 1,213 $160K 0.13% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,203 $158K <0.01% -24 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 1,134 $149K 0.01% +731 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,090 $143K <0.01% -9,909 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,001 $132K <0.01% -89,999 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 982 $129K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 970 $128K <0.01% +351 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 870 $115K <0.01% +8 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 864 $114K <0.01% -18,538 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 847 $112K 0.01% +29 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 818 $108K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 772 $102K <0.01% +230 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 774 $100K <0.01% +157 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 732 $96.4K 0.02% +650 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 702 $92.5K 0.07% -35 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 700 $92.2K <0.01% -143 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 675 $88.9K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 602 $79.3K <0.01% +4 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 600 $79K 0.01% 0 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 600 $79K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 586 $77.2K 0.01% +342 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 568 $74.8K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 565 $74.4K 0.01% +80 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 546 $71.9K <0.01% +181 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 571 $70.7K <0.01% +103 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 528 $69.6K 0.01% +1 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 480 $63.2K <0.01% new 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 479 $63.1K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 473 $62.3K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 470 $61.9K 0.01% -284 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 450 $59.3K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 449 $59.1K <0.01% -45 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 441 $58.1K 0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 418 $55K 0.04% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 413 $54.4K 0.02% +28 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 387 $51K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 380 $50.1K 0.02% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 355 $46.7K 0.02% -146 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 326 $42.9K <0.01% new 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 305 $40.2K 0.03% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 300 $39.5K <0.01% -484 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 291 $38.3K 0.04% -7 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 266 $35K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 270 $34.4K 0.01% -3,380 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 254 $33.5K <0.01% 0 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 251 $33.1K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 248 $32.7K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 229 $30.2K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 234 $30K <0.01% +43 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 225 $29.6K 0.01% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 221 $29.1K <0.01% +67 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 206 $27.1K <0.01% +6 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 205 $27K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 238 $27K 0.02% -71 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 202 $26.6K <0.01% +12 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 200 $26.3K 0.03% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 200 $26.3K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 197 $26K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 197 $26K 0.02% +1 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 192 $25.3K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 182 $24K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 175 $23.1K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 174 $22.9K <0.01% +50 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 168 $22.1K <0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 168 $22.1K <0.01% -28 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 150 $19.8K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 140 $18.4K <0.01% +114 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 135 $17.8K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 101 $13.3K 0.01% -149 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 83 $11K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 83 $10.9K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 81 $10.7K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 78 $10.3K <0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 78 $10.3K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 77 $10.1K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 76 $10K <0.01% +7 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 70 $9.22K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 68 $8.96K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 67 $8.83K <0.01% 0 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 65 $8.56K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 63 $8.3K <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 62 $8.17K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 61 $8.04K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 59 $7.82K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 55 $7.25K <0.01% +22 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 44 $5.8K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 44 $5.8K <0.01% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 42 $5.53K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 42 $5.53K <0.01% -5 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 39 $5.14K <0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 36 $4.74K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 33 $4.36K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 31 $4.08K <0.01% -14 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 33 $4K <0.01% +9 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 28 $3.69K <0.01% +22 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 27 $3.56K <0.01% -37 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 27 $3.56K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 24 $3.16K <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 22 $2.95K <0.01% -6 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 22 $2.9K <0.01% +4 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 21 $2.77K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 21 $2.77K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 20 $2.63K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 20 $2.63K <0.01% +14 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 19 $2.5K <0.01% +1 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 82 $2.24K <0.01% +65 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 17 $2.24K <0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 16 $2.11K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16 $2.11K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16 $2.11K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 14 $1.84K <0.01% 0 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 12 $1.67K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 12 $1.58K <0.01% -2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 12 $1.58K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 12 $1.58K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 11 $1.45K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 11 $1.45K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10 $1.32K <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 10 $1.32K <0.01% new 13F-HR/A Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9 $1.19K <0.01% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 8 $1.05K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 8 $1.05K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $1.01K <0.01% -4 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 7 $924 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5 $661 <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 5 $659 <0.01% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5 $659 <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5 $659 <0.01% -19 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 5 $659 <0.01% -80 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $613 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $527 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $396 <0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $395 <0.01% +2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $395 <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3 $395 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3 $395 <0.01% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 3 $395 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $395 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 117 $41 +14 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.