Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,242 $280K <0.01% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,239 $279K 0.19% +6 13F-HR Timeline RWC Asset Management LLP in group RWC ASSET ADVISORS (US) LLC More: the full row for RWC Asset Management LLP 1,236 $279K 0.01% +107 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,235 $278K 0.04% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,234 $278K 0.02% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,234 $278K 0.05% -683 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 1,228 $277K 0.05% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,226 $276K 0.02% +95 13F-HR Timeline Group Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,225 $276K 0.13% new 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 1,223 $276K 0.1% +12 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,215 $274K 0.14% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,209 $273K 0.01% -121 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 1,208 $272K 0.04% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,204 $271K 0.03% +94 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,191 $268K new Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 1,182 $266K 0.05% +14 13F-HR/A Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,169 $264K 0.01% +7 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,158 $261K <0.01% +6 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,150 $259K 0.06% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,138 $257K 0.01% +10 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 1,125 $254K -907 Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,123 $253K 0.1% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,122 $253K 0.03% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,112 $251K 0.2% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,109 $250K 0.04% new 13F-HR/A Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,108 $250K 0.07% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,107 $250K 0.01% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,107 $250K 0.08% -502 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,098 $247K <0.01% 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,096 $247K 0.02% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,094 $247K 0.01% -13 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,085 $245K 0.03% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,087 $244K 0.02% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,083 $244K <0.01% new 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 1,000 $241K 0.17% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,068 $241K 0.04% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,052 $237K 0.02% new 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,049 $236K 0.05% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,048 $236K 0.05% -272 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,047 $236K 0.03% -278 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,035 $233K 0.02% new 13F-HR/A Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,032 $233K 0.06% -241 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,030 $232K 0.01% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,030 $232K 0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,021 $230K 0.03% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,019 $230K 0.03% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,017 $229K 0.15% -12 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,009 $227K 0.04% new 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,002 $226K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,000 $225K 0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,000 $225K 0.05% 0 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 1,000 $225K 0.04% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 997 $225K 0.03% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 984 $224K 0.02% new 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 989 $223K 0.14% 0 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 979 $221K 0.08% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 977 $220K <0.01% new 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 976 $220K 0.03% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 975 $220K 0.58% -646 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 968 $218K 0.03% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 966 $218K 0.01% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 965 $218K 0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 964 $217K 0.01% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 962 $217K 0.22% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 959 $216K 0.01% -2,481 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 959 $216K 0.01% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 959 $216K 0.03% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 955 $215K 0.06% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 951 $214K 0.01% -207 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 944 $213K <0.01% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 940 $212K 0.02% new 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 940 $212K 0.05% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,161 $212K 0.09% +74 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 937 $211K 0.05% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 933 $210K 0.12% -88 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 933 $209K <0.01% -41 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 927 $209K 0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 925 $209K <0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 922 $208K 0.01% new 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 921 $208K 0.06% new 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 919 $207K 0.03% -508 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 912 $206K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 910 $205K 0.01% +470 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 911 $205K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 906 $204K <0.01% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 906 $204K 0.01% new 13F-HR Timeline Group GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 900 $203K <0.01% new 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 900 $203K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 899 $203K 0.03% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 896 $202K 0.03% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 892 $201K 0.02% 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 845 $190K 0.18% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 838 $189K <0.01% +89 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 830 $187K 0.01% +89 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 824 $186K 0.01% +107 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 777 $175K 0.17% 13F-HR Timeline Castlefield Investment Partners LLP More: the full row for Castlefield Investment Partners LLP 752 $170K 0.13% 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 747 $168K 0.05% +94 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 736 $166K 0.15% 13F-HR Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 709 $160K 1.95% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 659 $149K 0.02% +5 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 652 $147K <0.01% +505 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 633 $143K 0.01% -300 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 605 $136K 0.07% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 600 $135K 0.04% -52 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 583 $131K <0.01% +62 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 576 $130K 0.07% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 560 $126K <0.01% +4 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 537 $121K <0.01% +105 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 523 $118K 0.07% +25 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 23,811 $118K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 501 $113K 0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 495 $112K 0.01% +71 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 495 $112K 0.04% +103 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 485 $109K <0.01% +245 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 475 $107K 0.01% +20 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 470 $106K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 466 $105K 0.05% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 463 $104K <0.01% +94 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 462 $104K 0.01% -415 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 457 $103K 0.04% new 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 917 $102K <0.01% +729 13F-HR Timeline Group 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 451 $102K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 433 $97.6K 0.01% -100 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 432 $97.4K 0.01% +43 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 428 $96K 0.06% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 785 $94.6K 0.01% +116 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 398 $89.7K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 356 $80.3K <0.01% +150 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 350 $78.9K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 350 $78.9K 0.01% -87 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 340 $76.6K 0.04% -70 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 323 $72.8K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 322 $72.6K 0.05% -10 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 302 $68.1K 0.01% +7 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 578 $67.2K <0.01% +302 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 296 $66.7K <0.01% +70 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 294 $66.3K 0.02% +52 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 277 $62.4K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 267 $60.2K <0.01% -85 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 259 $58.4K 0 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 259 $58.4K <0.01% +38 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 252 $56.8K 0.01% -40 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 236 $53.2K 0.01% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 218 $49.1K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 214 $48K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 210 $47.3K 0.02% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 209 $47.1K 0.02% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 202 $46K 0.02% -269 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 200 $45.1K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 195 $44K 0.02% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 194 $43.7K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 183 $41.2K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 178 $40.1K 0.02% 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 174 $39.6K 0.04% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 174 $39.2K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 168 $37.9K <0.01% -66 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 167 $37.6K 0.03% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 161 $36.3K <0.01% +153 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 159 $35.8K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 158 $35.6K <0.01% +31 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 158 $35.6K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 157 $35.4K 0.02% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 153 $34.5K 0.01% +6 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 149 $33.6K <0.01% +5 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 135 $32.4K 0.01% +17 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 138 $31.1K 0.01% +118 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 136 $30.7K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 129 $29.1K <0.01% -106 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 126 $28.4K 0.03% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 122 $27.5K <0.01% 0 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 120 $27.1K 0.02% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 120 $27K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 119 $26.8K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 118 $26.6K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 112 $25.2K <0.01% -6 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 111 $25K 0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 108 $24.3K 0.01% 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 100 $22.8K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 100 $22.5K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 100 $22.5K <0.01% 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $22.5K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 100 $22.5K <0.01% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 100 $22.5K 0.02% -1,000 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 100 $22.5K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 100 $22.5K <0.01% +34 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 95 $21.4K <0.01% -164 13F-HR Timeline Group NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 91 $20.5K <0.01% -29,167 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 87 $19.6K 0.02% 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 84 $19.1K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 84 $18.9K <0.01% +30 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 82 $18.5K 0.01% new 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 80 $18K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 78 $17.6K 0.01% -236 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 78 $17.6K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 76 $17.1K 0.02% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 75 $16.9K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 72 $16.2K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 69 $15.6K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 69 $15.6K <0.01% 13F-HR Timeline