Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 36 $36.4K 0.02% +8 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 35 $35.7K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 35 $35.4K 0.03% -20 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 34 $34.4K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 33 $33.4K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 32 $32.4K 0.02% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 31 $31.5K <0.01% +23 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 29 $29.6K 0.02% 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 29 $29.3K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 28 $28.3K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 28 $28.3K 0.01% +3 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 28 $28.3K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 28 $28.3K 0.02% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 28 $28.1K 0.01% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 27 $27.4K <0.01% -6 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 27 $27.3K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 26 $26.3K <0.01% +17 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 26 $26.3K 0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 25 $25.9K <0.01% -27 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 25 $25.3K 0.01% +19 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $25.3K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. 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More: the full row for Nova Wealth Management, Inc. 23 $23.3K 0.01% +16 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 23 $23.3K 0.02% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 23 $23.3K 0.03% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 22 $22.3K 0.01% +6 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 21 $21.2K 0.02% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 21 $20.7K 0.01% +1 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 20 $20.2K <0.01% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 20 $20.2K <0.01% -253,364 13F-HR Timeline Group SFAM, LLC More: the full row for SFAM, LLC 20 $20.2K 0.02% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 19 $19.2K 0.01% +9 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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More: the full row for Harbor Asset Planning, Inc. 14 $14.2K 0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 14 $14K 0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 12 $12.1K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. 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More: the full row for Lloyd Advisory Services, LLC. 4 $4.19K <0.01% -407 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 4 $4.04K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4 $4.04K <0.01% -37 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 4 $4.04K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 4 $4.04K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 4 $4.04K <0.01% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 4 $4K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 4 $3.73K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 4 $3.38K <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 3 $3.11K <0.01% 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 3 $3K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $2.04K <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2 $2.02K <0.01% +1 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 2 $2.02K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 2 $2.02K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2 $2.02K <0.01% -3 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2 $1.85K <0.01% -41,648 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $1.01K <0.01% 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1 $1.01K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1 $1.01K <0.01% new 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 1 $1.01K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1 $1.01K <0.01% -303 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 0 $354 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 0 $223 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. PeakShares LLC More: the full row for PeakShares LLC 1,349 $1.36B +90 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.