ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,909 $240K 0.02% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,873 $238K 0.07% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,846 $237K 0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,812 $234K 0.04% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 3,771 $232K 0.13% +842 13F-HR/A Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,770 $232K 0.01% new 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,679 $228K 0.02% +235 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,654 $225K 0.02% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,593 $221K 0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,564 $219K 0.03% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,554 $219K <0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 3,545 $218K 0.03% +200 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,527 $217K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,527 $217K 0.01% +274 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,489 $215K 0.03% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,489 $215K 0.03% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,487 $214K <0.01% +554 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,412 $210K 0.03% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,406 $209K 0.01% new 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 3,375 $208K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,335 $205K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,308 $203K 0.01% -28,654 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,406 $202K <0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,268 $201K <0.01% new 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 3,088 $190K 0.07% 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,904 $179K 0.01% -5,988 13F-HR Timeline Group CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 2,700 $166K <0.01% new 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,656 $163K 0.03% +6 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,615 $161K <0.01% +1,612 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,562 $158K 0.01% +1,362 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,555 $157K <0.01% +364 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,480 $153K 0.01% +261 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 2,320 $143K <0.01% +136 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,300 $141K 0.05% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,226 $137K 0.02% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 2,141 $132K 0.07% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,032 $125K <0.01% +1,323 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,000 $123K <0.01% 0 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,933 $119K 0.01% +625 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,925 $118K <0.01% +1,094 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,914 $118K <0.01% +1,000 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,730 $109K <0.01% +722 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,562 $96.1K 0.01% +31 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,521 $93.5K <0.01% +1,321 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,500 $92.2K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,394 $85.7K 0.01% +387 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,342 $82.5K <0.01% +842 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,300 $80K 0.08% +1,100 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,279 $78.7K 0.01% +1,206 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,267 $77.9K <0.01% +82 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,254 $77.1K <0.01% new 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 1,240 $76.3K -187,888 Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,190 $73.2K <0.01% +100 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,187 $73K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,110 $71.3K <0.01% +582 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 1,125 $69.2K 0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,100 $67.7K 0.02% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,080 $66.4K 0.04% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,005 $61.8K <0.01% +5 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,000 $61.5K <0.01% 0 13F-HR/A Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,000 $61.5K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,000 $61.5K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 996 $61.3K 0.02% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 956 $58.8K <0.01% +865 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 903 $55K 0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 867 $53.3K 0.02% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 850 $52.3K <0.01% -2,150 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 952 $52.1K <0.01% new 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 820 $50.4K <0.01% +620 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 800 $49.2K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 800 $49.2K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 760 $46.7K <0.01% -1,150 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 758 $46.6K <0.01% +4 13F-HR Timeline Group Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 725 $44.6K 0.03% +80 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 700 $43K <0.01% new 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 696 $43K <0.01% +400 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 672 $41.3K <0.01% +93 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 609 $37.5K <0.01% +13 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 605 $37.2K <0.01% +142 13F-HR Timeline City State Bank More: the full row for City State Bank 600 $36.9K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 592 $36.4K 0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 590 $36.3K 0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 545 $33.5K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 530 $32.6K 0.01% +37 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 513 $31.6K <0.01% +44 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 500 $30.8K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 500 $30.8K <0.01% +270 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 496 $30.5K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 482 $29.6K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 472 $29K <0.01% +97 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 468 $28.8K <0.01% new 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 460 $28.3K <0.01% 0 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 425 $26.1K 0.01% +225 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 410 $25.2K 0.01% +340 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 400 $24.6K <0.01% +350 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 400 $24.6K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 396 $24.4K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 370 $22.8K <0.01% +10 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 359 $22.1K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 360 $22K 0.02% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 356 $21.9K <0.01% +150 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 355 $21.8K <0.01% +95 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 350 $21.5K 0.01% +100 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 325 $20K 0.01% -1 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 321 $19.7K 0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 301 $19K <0.01% +13 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 292 $18K <0.01% +76 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 271 $16.7K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 260 $16K <0.01% +60 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 240 $14.8K <0.01% -285 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 200 $14.7K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 235 $14.5K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 240 $14K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 224 $13.8K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 216 $13.3K 0.01% -130 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 200 $12.6K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 200 $12.3K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 200 $12.3K 0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 198 $12.2K <0.01% +47 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 190 $11.7K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 163 $10K 0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 160 $9.84K <0.01% +27 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 157 $9.66K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 200 $9.56K <0.01% +100 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 154 $9.47K <0.01% +139 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 150 $9.22K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 150 $9.22K 0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 148 $9.1K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 148 $9.1K <0.01% +16 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 147 $9.04K <0.01% -36 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 130 $8K <0.01% -120 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 127 $7.81K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 127 $7.81K <0.01% +70 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 120 $7.38K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 117 $7.2K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 108 $6.64K <0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 104 $6.4K <0.01% -10 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 101 $6.21K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $6.15K <0.01% -100 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $6.15K 0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 100 $6.15K <0.01% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 100 $6.15K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 100 $6.15K <0.01% +25 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 102 $6.14K <0.01% +56 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 95 $5.84K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 94 $5.78K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 80 $4.92K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 80 $4.92K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 76 $4.67K <0.01% +14 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 75 $4.61K <0.01% -3 13F-HR Timeline Quarry LP More: the full row for Quarry LP 73 $4.49K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 71 $4.35K <0.01% +70 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 70 $4.3K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 66 $4.06K <0.01% +64 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 62 $3.81K <0.01% +10 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 60 $3.69K <0.01% +45 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 58 $3.57K <0.01% +45 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 51 $3.14K <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 47 $2.89K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 42 $2.58K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 40 $2.46K <0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 40 $2.46K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 38 $2.34K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 36 $2.21K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 35 $2.15K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 33 $2.03K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 44 $2K <0.01% -5,790 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 32 $1.97K <0.01% new 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 30 $1.84K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 29 $1.78K <0.01% -179 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 29 $1.77K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 27 $1.66K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 26 $1.6K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 26 $1.6K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 23 $1.42K <0.01% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 22 $1.35K <0.01% +12 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 21 $1.29K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 21 $1.29K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 20 $1.23K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 10 $1K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 16 $984 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 14 $884 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 12 $738 <0.01% new 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 12 $738 <0.01% +5 13F-HR Timeline Group BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $615 <0.01% new 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 10 $615 <0.01% new 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 8 $492 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 8 $492 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7 $431 <0.01% -5 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 7 $431 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $369 <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 4 $246 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $62 <0.01% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1 $62 <0.01% -4,000 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1 $62 <0.01% -99 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $62 <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 8 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.