TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,795 $262K 0.01% +966 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,758 $257K <0.01% +2,616 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,730 $256K 0.08% new 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,696 $252K 0.14% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,685 $251K 0.11% -2,135 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,684 $251K 0.01% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,652 $248K 0.02% new 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,632 $246K 0.09% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,625 $246K 0.21% +2,219 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 2,619 $245K 0.06% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,616 $245K 0.01% new 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 2,610 $244K 0.1% 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 2,600 $243K 0.1% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,598 $243K <0.01% -703 13F-HR/A Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,584 $242K 0.11% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 2,581 $242K <0.01% new 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 2,579 $241K 0.18% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,570 $241K 0.02% new 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 2,622 $240K 0.05% new 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 2,622 $240K 0.04% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,566 $240K 0.04% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,547 $238K 0.03% 13F-HR/A Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,540 $238K 0.22% -248 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,532 $237K 0.05% new 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 2,523 $236K 0.12% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,500 $234K <0.01% -2,700 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,499 $234K 0.02% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,498 $234K <0.01% new 13F-HR Timeline Carlyle Group Inc. in group Carlyle Group Inc. More: the full row for Carlyle Group Inc. 2,497 $234K <0.01% new 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,495 $234K 0.02% new 13F-HR Timeline Group Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 2,485 $233K 0.05% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,480 $232K 0.19% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,475 $232K 0.04% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,432 $228K 0.08% -802 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,425 $227K 0.01% new 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,417 $226K 0.01% new 13F-HR/A Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 2,413 $226K 0.05% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,409 $226K 0.02% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,406 $225K 0.01% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,386 $223K 0.03% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,382 $223K <0.01% new 13F-HR Timeline Group AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,364 $221K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2,349 $220K 0.13% -162 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,348 $220K <0.01% new 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 2,318 $217K 0.08% new 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 2,304 $216K 0.17% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,301 $215K 0.09% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,292 $215K <0.01% -2,609 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,280 $213K 0.01% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,275 $213K 0.03% -6,827 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,268 $212K 0.02% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,261 $212K 0.08% new 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,260 $212K 0.16% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,234 $209K 0.02% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,221 $208K 0.05% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,218 $208K 0.04% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,200 $206K 0.03% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,200 $206K 0.02% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,081 $205K 0.03% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,237 $204K 0.02% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,902 $203K 0.01% -3,278 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,166 $203K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,164 $203K <0.01% +1,090 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,164 $203K 0.05% +528 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,081 $195K 0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,062 $193K 0.03% +751 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2,000 $187K 0.02% +500 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,860 $174K 0.01% +336 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,828 $171K 0.01% +372 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,800 $169K 0.03% 0 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 1,798 $168K 0.01% -2,202 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CX Institutional More: the full row for CX Institutional 1,782 $167K 0.01% -255 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,779 $164K 0.04% -250 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,671 $156K 0.04% -19 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,600 $150K 0.06% +1,500 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 1,550 $145K 0.09% -5,721 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,516 $142K 0.02% new 13F-HR Timeline Group Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 1,200 $130K 0.07% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,355 $127K 0.01% -100 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,300 $122K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,241 $116K 0.01% +665 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,202 $113K <0.01% -796 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,200 $112K 0.09% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,176 $110K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,123 $105K 0.05% -2,630 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,098 $103K 0.02% -10,996 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,000 $93.6K 0.03% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 989 $92K 0.01% -568 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 981 $91.9K <0.01% -1,891 13F-HR Timeline City State Bank More: the full row for City State Bank 970 $90.8K 0.03% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 923 $86.4K 0.02% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 900 $84.3K 0.02% +350 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 880 $82K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 801 $75K 0.07% new 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 800 $74.9K 0.05% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 785 $73.5K 0.04% -330 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 779 $72K 0.01% +143 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 767 $71.8K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 717 $67.1K <0.01% -137 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 600 $56.2K 0.04% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 595 $55.7K <0.01% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 592 $55.4K 0.01% +2 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 583 $54.6K 0.01% +66 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 552 $52K <0.01% -1,479 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 549 $51.4K 0.03% +75 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 523 $49K 0.01% +160 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 509 $47.7K 0.02% -200 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 500 $46.8K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 500 $46.8K 0.14% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 540 $45.6K 0.02% -260 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 479 $44.8K 0.01% +68 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 473 $44K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 468 $43.8K <0.01% +32 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 364 $41.5K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 441 $41.3K <0.01% -341 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 436 $40.8K 0.03% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 434 $40.6K 0.03% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 434 $40.6K -466 Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 425 $39.8K <0.01% +115 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 414 $39K <0.01% -123 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 412 $38.6K 0.02% -55 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 400 $37.5K <0.01% new 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 399 $37.4K 0.09% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 394 $36.9K <0.01% +31 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 386 $36.1K <0.01% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 790 $32.9K 0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 345 $32.3K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 315 $29.5K <0.01% +40 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 312 $29.2K <0.01% -159 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 306 $29K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 307 $28.7K 0.02% -18,894 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 282 $28.6K 0.02% +232 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 300 $28.1K <0.01% 0 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 285 $26.7K 0.01% -8 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 278 $26K <0.01% -7 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 275 $25.7K 0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 272 $25.5K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 271 $25K <0.01% +148 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Putney Financial Group LLC More: the full row for Putney Financial Group LLC 265 $24.8K 0.03% 0 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 225 $23.7K <0.01% +85 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 252 $23.6K <0.01% +130 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 251 $23.5K 0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 250 $23.4K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 249 $23.3K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 247 $23.1K <0.01% -278 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 247 $23.1K 0.03% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 245 $22.9K 0.02% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 240 $22.5K <0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 239 $22.4K 0.01% new 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 235 $22K 0.01% 0 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 230 $21.5K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 221 $20.7K <0.01% 0 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 220 $20.6K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 218 $20.4K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 209 $19.6K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 207 $19.4K <0.01% -30 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 203 $19K <0.01% +87 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 200 $18.7K 0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 185 $17.3K <0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 182 $17K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 178 $16.7K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 176 $16.5K <0.01% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 175 $16.4K 0.02% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 169 $15.8K 0.01% -58 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 166 $15.5K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 168 $15.5K 0.01% -48 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 162 $15.2K <0.01% +155 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 164 $15K <0.01% +93 13F-HR/A Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 160 $15K <0.01% new 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 152 $14.2K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 151 $13.9K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 148 $13.9K <0.01% +106 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 133 $12.5K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 130 $12.2K 0.01% new 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 125 $11.7K <0.01% +109 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 117 $11K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 116 $10.9K <0.01% +2 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 114 $10.7K <0.01% +1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 112 $10.5K <0.01% +74 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 112 $10.5K 0.01% +82 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 109 $10.2K 0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $9.36K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 100 $9.36K 0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 100 $9.36K <0.01% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $9.36K 0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 98 $9.18K <0.01% +37 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 95 $8.89K <0.01% +54 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 92 $8.61K <0.01% -940 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 88 $8.24K <0.01% +48 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 90 $8.21K <0.01% +54 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 88 $8K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 83 $7.77K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 67 $7.08K <0.01% -13 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 69 $6.46K <0.01% +55 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 67 $6.27K <0.01% -46 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 59 $6.08K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 66 $6K <0.01% new 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 64 $5.99K <0.01% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 61 $5.71K 0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 50 $4.68K <0.01% 0 13F-HR Timeline