CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 284 $26.9K <0.01% +5 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 278 $26.4K <0.01% -50 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 250 $23.7K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 240 $22.8K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 194 $18.4K 0.01% +3 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 192 $18.2K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 182 $17.3K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 173 $16.4K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 173 $16.4K <0.01% -382 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 160 $15.2K <0.01% -4,246 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 157 $14.9K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 146 $13.8K <0.01% -30,800 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Networth Advisors, LLC More: the full row for Networth Advisors, LLC 134 $12.7K 0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 126 $11.9K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 105 $9.99K <0.01% -19 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 104 $9.86K <0.01% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 99 $9.39K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 82 $8K <0.01% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 74 $7.07K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 73 $6.93K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 55 $5.21K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 54 $5.12K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 48 $4.55K <0.01% +1 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 46 $4.36K <0.01% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 40 $3.79K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 31 $2.94K <0.01% -30 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 28 $2.65K <0.01% new 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 28 $2.63K <0.01% 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 27 $2.56K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 23 $2.18K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 23 $2.18K <0.01% 0 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 20 $1.9K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 18 $1.71K <0.01% 0 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 17 $1.61K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 0 $14 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios. Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.