GreatBanc Trust CO More: the full row for GreatBanc Trust CO 1,240 $201K 0.14% -5 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,236 $200K 0.09% -81 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,205 $200K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,207 $195K 0.01% +141 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,185 $192K 0.19% 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,177 $191K 0.09% -50 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,169 $189K <0.01% -635 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 1,125 $182K 0.1% -6 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,120 $181K 0.02% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,107 $179K 0.04% 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,093 $177K <0.01% -821 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,085 $176K <0.01% +651 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,002 $174K 0.01% -11 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,057 $171K 0.05% -828 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,032 $167K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 995 $161K 0.11% -29 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 951 $154K 0.02% 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 935 $151K 0.11% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 874 $142K 0.07% +3 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 867 $140K 0.03% -119 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 862 $140K <0.01% +225 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 854 $138K 0.07% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 849 $138K 0.02% +61 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 841 $136K 0.07% +169 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 813 $132K 0.01% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 798 $129K 0.02% 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 792 $128K 0.09% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 785 $127K 0.03% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 768 $124K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 763 $124K 0.02% -154 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 760 $123K 0.03% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 750 $121K 0.05% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 730 $118K 0.01% -45 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 735 $118K 0.04% +15 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 728 $118K 0.01% -626 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 724 $117K 0.01% +1 13F-HR Timeline CNB Bank More: the full row for CNB Bank 706 $114K 0.05% -349 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 700 $113K 0.03% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 681 $110K 0.08% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 668 $108K 0.01% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 667 $108K 0.01% -14 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 662 $107K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 660 $107K 0.01% 13F-HR Timeline CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 651 $105K 0.24% -154,241 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 650 $105K 0.03% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 639 $103K 0.01% +13 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 600 $101K 0.07% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 607 $98.3K 0.04% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 586 $95K <0.01% -8 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 553 $89.6K 0.06% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 552 $89.4K 0.01% -41 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 548 $88.8K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 545 $88.3K 0.04% +75 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 541 $87.6K 0.06% +26 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 535 $86.6K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 502 $81.4K 0.01% +39 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 500 $81K 0.02% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 500 $81K 0.02% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 500 $81K 0.02% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 487 $78.9K 0.04% +14 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 483 $78.2K 0.03% +3 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 475 $77K 0.02% -75 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 466 $75.5K <0.01% +32 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 461 $74.7K <0.01% -58 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 457 $74K <0.01% +15 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 456 $73.9K 0.01% +45 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 451 $73K 0.05% +42 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 450 $72.9K 0.04% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 440 $71.3K 0.02% +331 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 428 $69.3K 0.02% -7 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 425 $68.8K 0.01% +1 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 425 $68K 0.01% +4 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 412 $66.7K 0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 411 $66.6K <0.01% -45 13F-HR Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 404 $65.4K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 400 $65K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 400 $64.8K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 400 $64.8K 0.03% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 394 $64.7K 0.05% 13F-HR Timeline Security National Bank More: the full row for Security National Bank 390 $63.2K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 388 $62.8K <0.01% -46 13F-HR Timeline TOBAM More: the full row for TOBAM 384 $62K 0.02% -126 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NFSG Corp More: the full row for NFSG Corp 382 $61.9K 0.01% +94 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 381 $61.7K 0.04% 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 380 $61.6K 0.03% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 371 $60.1K 0.01% +135 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 365 $59.1K 0.06% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 367 $59K 0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 364 $59K 0.02% +132 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 351 $58.1K 0.01% -57 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 357 $57.8K 0.01% -2 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 347 $56.2K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 345 $55.9K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 344 $55.7K <0.01% +103 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 342 $55.4K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 340 $55.1K <0.01% -227 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 339 $55.1K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 332 $54K <0.01% +4 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 337 $53.9K 0.02% -28 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 330 $53.4K 0.01% -265 13F-HR/A Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 326 $52.8K 0.05% 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 322 $52.2K 0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 325 $52K 0.01% +3 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 314 $50.9K <0.01% -191 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 314 $50.9K 0.01% -145 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 312 $50.5K <0.01% +114 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 300 $48.6K 0.01% -13 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 299 $48.5K 0.01% -139 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 294 $47.6K 0.01% -143 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 290 $47K <0.01% +267 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 283 $46K <0.01% -233 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 282 $45.7K 0.01% -1,879 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 282 $45.7K 0.03% 0 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 269 $43.6K -29,354 Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 268 $43.4K 0.03% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 265 $42.9K 0.01% -121 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 257 $41.6K 0.02% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 254 $41.1K 0.01% 0 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 254 $41.1K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 251 $40.6K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 250 $40.5K 0.02% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 244 $40K <0.01% +102 13F-HR Timeline Group Align Financial, LLC More: the full row for Align Financial, LLC 39,680 $39.7K 0.03% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 231 $37.4K <0.01% -37 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 229 $37.1K 0.01% -10,067 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 229 $37.1K 0.03% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 226 $36.6K 0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 226 $36.6K 0.01% +11 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 226 $36.6K 0.02% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 221 $35.8K 0.02% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 217 $35.1K 0.01% +27 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 203 $35K 0.01% -69 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 208 $33.7K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 206 $33.4K <0.01% +50 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 202 $32.7K 0.02% 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 200 $32.4K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 190 $30.8K 0.02% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 190 $30.8K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 186 $30.1K <0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 186 $30.1K <0.01% +13 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 185 $30K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 185 $30K 0.02% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 184 $29.8K <0.01% -8 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 184 $29.8K <0.01% -130 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 183 $29.6K 0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 182 $29.5K 0.01% -1 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 170 $29.4K 0.02% 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 182 $29K <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 177 $28.7K 0.01% 0 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 175 $28.3K 0.03% 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 174 $28.2K 0.01% +89 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 175 $28K 0.02% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 172 $27.9K <0.01% 13F-HR Timeline Group Brooklands Fund Management Ltd More: the full row for Brooklands Fund Management Ltd 160 $27.8K 0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 170 $27.5K 0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 167 $27K 0.01% -17 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 164 $26.6K 0.07% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 157 $25.4K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 157 $25.4K 0.02% 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 152 $24.6K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 150 $24.3K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 150 $24.3K 0.02% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 149 $24.1K 0.01% +141 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 143 $23.2K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 140 $22.7K 0.01% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 140 $22.7K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 139 $22.5K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 139 $22.5K 0.02% +41 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 139 $22.5K 0.01% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 138 $22.4K <0.01% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 132 $21.4K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 127 $20.6K 0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 123 $19.9K 0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 122 $19.8K 0.01% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 122 $19.8K 0.02% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 120 $19.4K <0.01% +7 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 123 $19K <0.01% +75 13F-HR Timeline Group IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 119 $19K 0.02% 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 111 $18K <0.01% 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 111 $18K 0.01% +8 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 109 $17.7K <0.01% -2 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 109 $17.7K <0.01% +36 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 106 $17.2K <0.01% +33 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 103 $16.7K 0.01% new 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 100 $16.2K <0.01% -157,789 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 100 $16.2K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 99 $16K <0.01% +78 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 94 $15.9K 0.01% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 93 $15K 0.01% +1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 92 $14.9K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 90 $14.5K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 92 $14K <0.01% -8 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 86 $13.9K 0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 85 $13.8K <0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 84 $13.6K <0.01% -22 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 80 $13.4K 0.02% 0 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 82 $13.3K <0.01% +43 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 76 $13.1K <0.01% +66 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 80 $13K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 78 $12.6K 0.02% 0 13F-HR Timeline