Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 4,991 $379K 0.12% +3,225 13F-HR Timeline Group Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,958 $376K 0.04% 0 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 4,938 $375K 0.16% +573 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 4,900 $372K 0.03% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,879 $370K <0.01% -3,169 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 4,867 $369K 0.29% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,837 $367K <0.01% +1,390 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 4,578 $348K <0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,542 $345K 0.02% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,537 $344K <0.01% +1,297 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 4,507 $342K 0.1% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,503 $342K 0.01% -15,502 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,464 $339K 0.03% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,418 $335K <0.01% -100 13F-HR/A Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,324 $328K 0.07% +1,162 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,310 $327K 0.02% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,300 $326K 0.16% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,298 $326K 0.01% +178 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $325K 0.14% -4,275 13F-HR Timeline Amount filed as zero, left out of ratios. Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,268 $324K 0.02% -3,771 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,232 $321K 0.16% +282 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 2,600 $311K 0.07% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,053 $308K 0.07% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,000 $304K 0.07% -14,300 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,988 $303K 0.01% -62 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,972 $302K 0.03% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,965 $301K 0.02% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,964 $301K <0.01% +1,095 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,950 $300K 0.13% -250 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,950 $300K 0.01% +10 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,942 $299K 0.11% -172 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,942 $299K 0.01% -2,468 13F-HR/A Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,923 $298K 0.03% new 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 3,900 $296K <0.01% -17,000 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,882 $295K <0.01% -886 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,884 $295K 0.01% -5,460 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,874 $294K 0.01% -48 13F-HR Timeline Group Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 3,861 $293K 0.17% +63 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,857 $293K <0.01% +607 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,830 $291K <0.01% +100 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,802 $289K 0.12% -1,553 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,716 $282K 0.08% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,690 $280K 0.11% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,680 $279K 0.01% +1,093 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,665 $278K 0.03% +107 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,640 $276K <0.01% -331 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,589 $272K 0.01% -25 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,502 $271K 0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,516 $267K 0.01% +40 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,515 $267K 0.02% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,500 $266K 0.21% -275 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,383 $265K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,423 $260K 0.01% +180 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,413 $259K 0.03% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,402 $258K 0.01% -67 13F-HR Timeline Teton Advisors, LLC More: the full row for Teton Advisors, LLC 3,400 $258K 0.18% -1,600 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,399 $258K <0.01% -620 13F-HR Timeline Group Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 3,392 $257K <0.01% 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,385 $257K 0.01% -155 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,378 $256K 0.04% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,362 $255K <0.01% +1,690 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 3,329 $253K 0.03% +562 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,327 $253K 0.04% new 13F-HR Timeline JB CAPITAL PARTNERS LP More: the full row for JB CAPITAL PARTNERS LP 3,281 $249K 0.04% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,259 $247K 0.03% 0 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 3,231 $245K 0.24% 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,223 $245K 0.01% new 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,200 $243K 0.11% 0 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 3,180 $241K 0.09% 0 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 3,171 $241K 0.02% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,087 $234K 0.01% +67 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,031 $230K 0.01% new 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 3,000 $228K 0.03% 0 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 3,000 $228K 0.03% -1,000 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,000 $228K 0.12% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 3,000 $228K 0.15% 0 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 2,000 $228K 0.06% new 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 2,161 $223K 0.15% -1,650 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,915 $221K <0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,684 $220K 0.01% +29 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,869 $218K 0.01% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,857 $217K 0.11% 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,275 $215K 0.03% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,787 $212K 0.07% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,743 $208K 0.01% +175 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,724 $207K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,718 $206K <0.01% new 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,715 $206K 0.02% -42,397 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,715 $206K <0.01% +213 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,711 $205K <0.01% +185 13F-HR/A Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,704 $205K <0.01% -78 13F-HR Timeline Group True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 2,703 $205K 0.01% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,685 $204K 0.03% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,676 $203K 0.04% -177 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,529 $192K 0.01% -34 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,516 $191K 0.02% -210 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,502 $190K 0.03% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,414 $183K 0.04% -905 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,296 $174K 0.04% new 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,284 $173K <0.01% +1,404 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 2,169 $165K <0.01% +81 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,147 $163K <0.01% +1,957 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,107 $160K 0.02% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,011 $152K 0.04% new 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 2,000 $152K 0.05% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,970 $150K 0.01% -510 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,945 $148K 0.01% +125 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,786 $136K 0.38% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,698 $129K <0.01% +115 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,613 $122K 0.01% 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,594 $121K <0.01% +17 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,588 $121K 0.04% +100 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,500 $114K 0.02% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,500 $114K 0.06% -2,000 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,370 $104K 0.03% +265 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 1,335 $101K 0.1% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,255 $95.3K <0.01% +272 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,233 $94K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,202 $91.2K <0.01% -25 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,090 $82.7K <0.01% +684 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,062 $80.6K <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,000 $75.9K 0.04% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 990 $75.2K 0.02% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 936 $71K <0.01% +261 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 935 $71K <0.01% -375 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 931 $70.7K <0.01% -115 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 900 $68.3K 0.04% -100 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 876 $66.5K <0.01% -10 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 850 $64.5K 0.04% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 848 $64.3K <0.01% -8,363 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 845 $64K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 843 $64K <0.01% -59 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 800 $60.7K <0.01% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 800 $60.7K 0.08% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 787 $59.7K <0.01% +567 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 763 $57.9K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 763 $57.9K 0.02% -100 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 439 $57.4K <0.01% -75 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 735 $55.8K 0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 730 $55K 0.05% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 724 $55K <0.01% +265 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 712 $54K 0.03% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 667 $50.6K <0.01% +7 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 608 $46.2K 0.01% -1,052 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 600 $45.5K 0.01% -1,000 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 565 $42.9K 0.01% +138 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 547 $41.5K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 526 $39.9K <0.01% +161 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 525 $39.9K <0.01% -225 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 518 $39.3K 0.01% -753 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 515 $39.1K 0.01% +215 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 511 $38.8K 0.02% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 507 $38.5K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 500 $38K <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 500 $38K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 492 $37.3K 0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 483 $36.7K <0.01% -135 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 478 $36.3K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 390 $35.9K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 420 $31.9K 0.02% +225 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 409 $31K <0.01% +5 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 385 $29.2K <0.01% +380 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 329 $25K <0.01% +99 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 325 $24.7K <0.01% -500 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 323 $24.5K 0.02% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 319 $24K 0.01% -37 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 313 $23.8K 0.02% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 305 $23.2K 0.01% +5 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 288 $21.9K <0.01% +30 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 275 $20.9K <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 250 $19K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 150 $18.7K 0.01% +50 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 240 $18.2K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 226 $17.2K <0.01% +9 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 225 $17.1K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 225 $17.1K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 220 $16.7K <0.01% +119 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 215 $16.3K <0.01% -71 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $15.2K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 200 $15.2K <0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 197 $15K <0.01% +2 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 186 $14.1K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 175 $13.3K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 175 $13.3K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 165 $12.5K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 154 $11.7K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 151 $11.5K <0.01% -4 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 150 $11.4K <0.01% -850 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 150 $11.4K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 139 $10.6K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 133 $10.1K <0.01% +36 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 125 $9.49K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 110 $8.35K <0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 108 $8.2K <0.01% +7 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 106 $8.05K <0.01% 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 105 $7.97K <0.01% 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 105 $7.97K <0.01% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 100 $7.59K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 100 $7.59K 0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 81 $7.28K <0.01% new 13F-HR Timeline