BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,936 $278K 0.12% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,922 $276K <0.01% +455 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,911 $274K 0.01% new 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,888 $271K <0.01% new 13F-HR/A Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 1,859 $267K 0.01% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,839 $264K 0.06% +67 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,835 $264K 0.11% 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,813 $260K <0.01% +62 13F-HR Timeline Group Cache Advisors, LLC More: the full row for Cache Advisors, LLC 1,800 $258K 0.07% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 1,789 $257K 0.02% new 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 1,774 $255K 0.13% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,767 $254K 0.03% -400 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,748 $251K 0.03% -406 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,755 $251K <0.01% +301 13F-HR Timeline Group Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,746 $251K 0.03% -993 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,738 $250K 0.09% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,737 $249K 0.02% +331 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,723 $247K 0.02% new 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,720 $247K 0.03% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,698 $244K <0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,697 $244K 0.05% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,687 $242K <0.01% new 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,680 $241K <0.01% -584 13F-HR/A Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1,666 $239K <0.01% -226 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,657 $238K 0.02% -2 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,632 $234K 0.03% -5 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,601 $230K 0.01% +649 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,598 $229K 0.13% +2 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,577 $226K 0.01% new 13F-HR/A Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,558 $224K 0.02% 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 1,548 $222K <0.01% -1,780 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,539 $221K <0.01% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,538 $221K 0.01% +111 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,522 $219K <0.01% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,519 $218K 0.01% -43 13F-HR Timeline Group Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,500 $215K 0.03% -500 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 1,500 $215K new Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,495 $215K <0.01% +112 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,469 $211K 0.02% new 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 1,445 $208K <0.01% new 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,443 $207K <0.01% -44 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,354 $207K 0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,440 $207K 0.02% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,330 $204K 0.02% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,417 $204K <0.01% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,400 $201K 0.01% new 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,400 $201K 0.04% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,396 $200K <0.01% -136 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,388 $199K -40 Timeline State of Wyoming More: the full row for State of Wyoming 1,382 $198K 0.02% -2,748 13F-HR Timeline National Pension Service More: the full row for National Pension Service 1,348 $194K <0.01% +1,042 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,304 $187K 0.01% 0 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 1,282 $184K 0.01% -65 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,212 $174K 0.02% new 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,176 $169K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,153 $166K <0.01% +225 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,147 $164K 0.01% +17 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,114 $160K <0.01% +458 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,099 $158K <0.01% -495 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,096 $157K +280 Timeline CX Institutional More: the full row for CX Institutional 1,060 $152K 0.01% +457 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,044 $150K <0.01% -70 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,000 $144K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 950 $136K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 914 $131K <0.01% -80 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 861 $124K 0.01% +843 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 813 $117K <0.01% +192 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 761 $109K 0.01% +407 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 689 $98.9K <0.01% +542 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 676 $97.1K 0.03% +650 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 673 $96.6K <0.01% -58 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 666 $95.6K <0.01% +308 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 634 $91K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 632 $90.8K <0.01% +486 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 626 $89.9K 0.05% new 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 618 $89K <0.01% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 300 $86.8K 0.03% 0 13F-HR/A Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 590 $84.7K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 563 $80.8K <0.01% -18 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 526 $75.5K <0.01% +243 13F-HR/A Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 500 $71.8K <0.01% +500 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 500 $71.8K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 454 $65.2K 0.03% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 426 $61.2K 0.04% -468 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 422 $60.6K <0.01% +2 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 387 $57.6K <0.01% +274 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 350 $50.3K 0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 340 $48.8K 0.01% -1,032 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 330 $47.4K 0.01% -165 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 327 $47K <0.01% +144 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 325 $46.7K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 316 $45.4K <0.01% +88 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 310 $44.5K <0.01% +62 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 304 $43.7K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 300 $43.1K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 289 $42K 0.02% +211 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 270 $38.8K <0.01% -480 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 253 $36.3K 0.01% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 234 $33.6K <0.01% new 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 231 $33.2K <0.01% 0 13F-HR/A Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 230 $33K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 223 $32K <0.01% +180 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 218 $31.3K <0.01% +8 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 216 $31K 0.01% +1 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 215 $31K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 202 $29K <0.01% +74 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 183 $26.3K 0.01% -11 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 181 $26K <0.01% -160 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 181 $26K <0.01% -149 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 125 $25K 0.28% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 159 $22.8K <0.01% -23 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 153 $22K <0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 149 $21.4K <0.01% +108 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 144 $21K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 142 $20.4K <0.01% +79 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 139 $20K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 138 $19.8K <0.01% new 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 136 $19.5K 0.01% -72 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 132 $19K <0.01% +119 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 128 $18.4K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 123 $17.7K <0.01% -145 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 121 $17.6K <0.01% -120 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 119 $17.1K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 117 $16.8K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 91 $13K <0.01% +10 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 90 $12.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New Millennium Group LLC More: the full row for New Millennium Group LLC 82 $11.8K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 81 $11.6K <0.01% +59 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 77 $11.1K <0.01% +27 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 76 $10.9K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 65 $9.35K 0.01% +31 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 66 $9K <0.01% -7 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 50 $8.53K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 58 $8K <0.01% +15 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 54 $7.75K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 53 $7.61K <0.01% -144 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 50 $7.18K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 49 $7.04K 0.01% -1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 46 $7K <0.01% +38 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 47 $6.78K <0.01% -80 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 47 $6.75K <0.01% -11,316 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 45 $6.46K <0.01% +11 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 45 $6.46K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 42 $6.03K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 40 $5.74K <0.01% -54 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 39 $5.6K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 35 $5.03K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 35 $5.03K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 33 $4.74K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 32 $4.59K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 31 $4.45K <0.01% -2 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 30 $4.31K <0.01% +14 13F-HR Timeline City State Bank More: the full row for City State Bank 30 $4.31K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 30 $4.31K <0.01% +26 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 28 $4.02K <0.01% -3 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 26 $3.68K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 24 $3.45K <0.01% +10 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 23 $3.29K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 19 $2.73K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 18 $2.58K <0.01% +10 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 17 $2.44K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 16 $2.3K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $2.3K <0.01% +1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 16 $2.3K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 16 $2.3K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 16 $2.3K <0.01% -13 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 15 $2.15K <0.01% -16 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 15 $2.15K <0.01% 0 13F-HR/A Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 15 $2.15K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 10 $1.44K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 10 $1.44K <0.01% -12 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $1.29K <0.01% +5 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8 $1.15K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 7 $1.06K <0.01% -53 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 7 $1.01K <0.01% -4 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 7 $1.01K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 12 $1K <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 9 $1K <0.01% 0 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6 $862 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $862 <0.01% +3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $861 <0.01% +3 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5 $718 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $718 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $718 <0.01% +2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5 $718 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $575 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $575 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4 $574 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4 $574 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $574 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $573 <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3 $431 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3 $431 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3 $431 <0.01% -2 13F-HR/A Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $356 <0.01% -18 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $287 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2 $287 <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1 $144 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1 $144 <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1 $144 <0.01% new 13F-HR Timeline