RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 285 $245K 0.03% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 284 $244K 0.02% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 284 $244K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 284 $244K <0.01% +145 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 283 $243K <0.01% -240 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 283 $243K 0.01% -100 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 282 $242K 0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 281 $241K 0.07% new 13F-HR Timeline Tejara Capital Ltd More: the full row for Tejara Capital Ltd 280 $240K 0.1% new 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 280 $240K 0.08% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 279 $239K 0.03% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 276 $237K 0.03% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 275 $236K 0.01% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 361 $235K 0.02% +57 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 274 $235K 0.01% +37 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 274 $235K 0.04% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 273 $234K 0.02% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 273 $234K 0.02% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 272 $233K 0.03% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 271 $233K 0.13% -31 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 281 $232K <0.01% -3 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 271 $232K <0.01% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 270 $232K 0.11% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 269 $231K 0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 268 $230K <0.01% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 268 $230K 0.03% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 266 $228K 0.14% -37 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 264 $227K 0.02% -186 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 262 $225K 0.01% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 261 $224K 0.06% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 260 $223K 0.03% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 260 $223K <0.01% new 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 260 $223K 0.06% new 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 259 $222K 0.09% new 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 257 $221K 0.12% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 257 $221K 0.02% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 255 $219K 0.01% new 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 254 $218K 0.02% new 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 252 $216K 0.11% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 252 $216K <0.01% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 250 $215K 0.1% new 13F-HR/A Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 250 $215K 0.03% new 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 250 $215K 0.07% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 250 $215K 0.1% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 249 $214K <0.01% -87 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 248 $213K 0.03% +75 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 248 $213K 0.05% -2 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 247 $212K 0.01% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 247 $212K 0.02% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 247 $212K 0.06% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 245 $210K 0.01% new 13F-HR Timeline Group Vigilare Wealth Management More: the full row for Vigilare Wealth Management 244 $209K 0.06% -155 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 243 $209K 0.01% new 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 243 $209K <0.01% new 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 242 $208K 0.03% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 242 $208K 0.03% -248 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 240 $206K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 239 $205K 0.08% new 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 239 $205K 0.16% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 238 $204K 0.07% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 237 $203K 0.01% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 236 $203K 0.01% new 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 236 $203K 0.04% new 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 235 $202K <0.01% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 234 $201K 0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 234 $200K 0.03% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 229 $196K 0.03% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 220 $189K <0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 213 $183K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 209 $179K 0.1% +14 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 200 $172K 0.06% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 195 $167K <0.01% -19,805 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 191 $164K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 186 $160K <0.01% +123 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 183 $157K 0.02% +13 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 182 $156K 0.04% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 182 $156K 0.07% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 175 $150K 0.01% +78 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 173 $148K 0.07% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 166 $142K 0.03% +88 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 159 $136K <0.01% new 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 150 $129K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 150 $129K 0.04% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 143 $123K 0.05% +55 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 141 $121K 0.02% +28 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 140 $120K 0.12% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 108 $92.7K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 106 $91K 0.01% +30 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 106 $91K 0.03% -176 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 105 $90.1K <0.01% -289 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 105 $90.1K <0.01% +60 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 104 $89.2K 0.02% +5 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 100 $85.8K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 100 $85.8K 0.01% -50 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 100 $85.8K 0.04% +65 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 97 $83.2K 0.04% -83 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 91 $78.1K 0.07% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 97 $77.7K <0.01% +16 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 90 $77.2K 0.02% +24 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 89 $76.4K 0.01% +6 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 75 $64.2K <0.01% +23 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 73 $62.6K 0.01% +10 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 72 $61.8K 0.02% +12 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 71 $60.9K 0.01% +15 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 71 $60.5K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 66 $56.6K <0.01% +39 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 66 $56.6K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 65 $55.8K <0.01% +60 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 65 $55.8K 0.01% +55 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 63 $54.1K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 62 $53.2K <0.01% +57 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 66 $52.9K 0.01% 0 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 61 $52.3K 0.01% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 61 $52.3K 0.06% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 60 $51.5K <0.01% +28 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 60 $51.5K 1.27% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 60 $51.5K 0.07% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 56 $48.1K <0.01% +11 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 55 $47.2K 0.01% +9 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 54 $46.3K 0.01% +27 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 53 $45.5K 0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 53 $45.5K 0.02% +5 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 53 $45K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 51 $43.8K 0.03% +44 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 50 $42.9K <0.01% +28 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 50 $42.9K <0.01% +6 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 50 $42.9K 0.02% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 50 $42K <0.01% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 49 $42K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 48 $41.2K <0.01% +21 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 48 $41.2K 0.01% +13 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 45 $38.6K <0.01% -5 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 45 $38.6K 0.1% -747 13F-HR/A Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 47 $37.7K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 43 $36.9K <0.01% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 42 $36K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 41 $35.2K 0.01% +4 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 40 $34.3K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 38 $32.6K <0.01% +1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 37 $31.7K 0.01% +3 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 35 $30K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 34 $29.2K <0.01% +4 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 34 $29.2K <0.01% +32 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 34 $29.2K 0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 33 $28.3K 0.01% -312 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 31 $26.6K 0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 30 $25.7K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 27 $23.2K 0.01% -112 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 26 $22K <0.01% +4 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 25 $21.5K <0.01% +6 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 25 $21.5K 0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 25 $21.4K <0.01% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 24 $20.6K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 24 $20.6K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 24 $20.6K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 24 $20.6K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 22 $18.9K <0.01% +2 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 22 $18.9K <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 22 $18.9K <0.01% -19 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 21 $18K <0.01% 0 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 21 $18K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 21 $18K <0.01% +1 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 20 $17.2K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 20 $17.2K 0.01% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 20 $17.2K 0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 18 $15.4K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 18 $15.4K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 17 $15K 0.01% -192 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 17 $14.6K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 17 $14.6K 0.01% +5 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 17 $14.6K <0.01% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 16 $13.7K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 16 $13.7K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 16 $13.7K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 16 $13.7K <0.01% -2 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 16 $13.7K <0.01% new 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 16 $13.7K 0.01% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 18 $13.1K 0.02% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 15 $12.9K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 15 $12.9K <0.01% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 15 $12.9K <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 15 $12.9K <0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 18 $12.6K 0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 14 $12K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 13 $11.2K <0.01% +8 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 13 $11.2K <0.01% -45 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 13 $11.2K <0.01% +8 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 13 $11.2K 0.01% +7 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 13 $10.8K <0.01% -2 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 12 $10.3K 0.01% -300 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 12 $10.3K <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $9.44K <0.01% +3 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 10 $8.58K <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $8.58K <0.01% -31,940 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 10 $8.58K <0.01% -69 13F-HR Timeline CNB Bank More: the full row for CNB Bank 10 $8.58K <0.01% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 10 $8.58K <0.01% new 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 10 $8.58K 0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 10 $8.58K 0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 10 $8.58K 0.01% new 13F-HR Timeline