Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,096 $236K <0.01% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,057 $233K <0.01% +254 13F-HR Timeline Group SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,050 $233K 0.13% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,048 $233K 0.02% new 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 3,035 $232K 0.08% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,033 $231K 0.01% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,995 $228K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,971 $227K 0.11% -747 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,031 $226K <0.01% -1,288 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,947 $225K 0.02% +23 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,939 $224K 0.02% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,915 $222K 0.01% +2 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,905 $221K <0.01% +34 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,902 $221K 0.01% new 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 2,872 $219K <0.01% -8,131 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,870 $219K 0.01% -2 13F-HR Timeline Group LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 2,861 $218K 0.03% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 2,839 $217K 0.02% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,833 $216K 0.01% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 2,830 $216K <0.01% -14,968 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,823 $215K 0.11% -18 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,818 $215K <0.01% 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,808 $214K 0.04% +13 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,784 $212K <0.01% new 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,770 $211K 0.07% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,770 $211K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,758 $210K <0.01% +899 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,743 $209K 0.01% +2 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,743 $209K 0.01% -439 13F-HR Timeline Sentinel Advisory Group, LLC More: the full row for Sentinel Advisory Group, LLC 2,739 $209K 0.09% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,725 $208K 0.01% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,707 $207K 0.02% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,704 $206K 0.04% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,703 $206K 0.09% -1 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,692 $205K <0.01% new 13F-HR Timeline Group Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 2,667 $203K -9,169 Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,657 $203K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,643 $202K <0.01% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,640 $201K 0.03% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,639 $201K 0.04% new 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 2,630 $201K 0.09% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,588 $197K 0.01% +36 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,559 $195K <0.01% -8,730 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 2,388 $182K 0.08% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,336 $178K 0.01% +145 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,274 $174K 0.12% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,179 $166K 0.01% +18 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,150 $164K 0.09% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,134 $163K 0.01% +140 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 2,075 $158K 0.02% -2,976 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,045 $156K 0.01% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,957 $149K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,944 $148K <0.01% +1,352 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,877 $143K 0.01% +9 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,850 $141K 0.04% +800 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,797 $140K <0.01% -337 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,828 $139K 0.01% +15 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,741 $133K <0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,732 $132K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,702 $130K 0.01% 0 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 1,702 $130K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,683 $128K <0.01% -399 13F-HR Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 1,675 $128K 0.08% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,636 $125K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,611 $123K 0.05% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,580 $121K 0.01% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,564 $119K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,555 $119K 0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 1,553 $118K 0.06% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,544 $118K 0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,486 $113K 0.03% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 1,456 $111K 0.1% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,450 $111K <0.01% -220 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,430 $109K <0.01% +1 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,420 $108K 0.07% -300 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,415 $108K <0.01% +1,368 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,412 $108K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,411 $108K 0.01% +1,404 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1,350 $103K 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,305 $99.6K 0.01% +4 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,275 $97.3K 0.01% 0 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,271 $97K 0.01% +164 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,234 $94.1K 0.01% +129 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 1,183 $90.2K 0.03% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,154 $88K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,091 $83.2K 0.04% -2 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,038 $79.2K <0.01% -50 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,034 $78.9K <0.01% -4 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,018 $77.6K 0.02% +8 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,011 $77.1K 0.03% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,004 $76.6K 0.1% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 990 $75.5K <0.01% +505 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 953 $72.7K <0.01% +373 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 939 $71.6K 0.05% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 910 $69.4K <0.01% +6 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 901 $68.7K 0.03% +22 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 840 $64.1K <0.01% +173 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 820 $62.6K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 752 $57.3K 0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 754 $57.1K 0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 740 $56.5K 0.02% 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 727 $55.5K 0.02% +197 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 707 $53.9K 0.01% -114 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 703 $53.6K 0.03% -4 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 670 $51.1K 0.02% -26 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 627 $48K 0.01% +33 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 611 $46.6K <0.01% +32 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 601 $45.9K <0.01% +1 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 600 $45.8K <0.01% -600 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 600 $45.8K <0.01% 0 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 573 $43.7K <0.01% +4 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 537 $41K 0.03% +4 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 537 $41K 0.01% -134 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 530 $40.4K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 529 $40.4K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 500 $38.1K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 500 $38.1K <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 500 $38.1K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 478 $36.5K <0.01% +8 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 455 $34.7K <0.01% +27 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 449 $34.3K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 446 $34K <0.01% new 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 437 $33.3K 0.03% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 436 $33.3K <0.01% +11 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 420 $32K <0.01% +29 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 415 $31.7K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 407 $31.1K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 371 $28.3K <0.01% +142 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 354 $27K <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 348 $27K <0.01% +34 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 352 $26.9K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 350 $26.7K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 341 $26K 0.01% +2 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 340 $25.9K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 337 $25.7K <0.01% +4 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 291 $22.2K <0.01% +64 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 289 $22K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 286 $21.8K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 258 $19.7K <0.01% +2 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 256 $19.5K 0.01% +139 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 255 $19.5K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 253 $19.3K <0.01% +133 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 250 $19.1K <0.01% +2 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 244 $18.6K 0.01% 0 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 234 $17.9K <0.01% 0 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 230 $17.5K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 226 $17.2K <0.01% +189 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 222 $16.9K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 204 $16K <0.01% -1 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 208 $15.9K <0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 208 $15.9K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 200 $15.3K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 199 $15.2K <0.01% +3 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 188 $14.3K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 182 $14K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 173 $13.2K <0.01% +1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 172 $13.1K <0.01% +129 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 173 $13K 0.01% +5 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 167 $12.8K 0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 164 $12.5K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 163 $12.4K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 166 $12.4K <0.01% new 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 155 $11.8K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 148 $11.3K <0.01% +14 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 155 $11.1K <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 143 $10.9K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 138 $10.5K <0.01% +9 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 125 $9.54K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 124 $9.46K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 122 $9.3K 0.05% +1 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 121 $9.23K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 127 $9K <0.01% -43 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 120 $8.88K <0.01% +57 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 109 $8.32K <0.01% +6 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 109 $8.32K <0.01% new 13F-HR Timeline Group Asset Planning,Inc More: the full row for Asset Planning,Inc 101 $7.69K <0.01% +1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 100 $7.63K <0.01% -316 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 98 $7.48K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 95 $7.25K <0.01% +31 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 92 $7.02K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 78 $5.95K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 74 $5.65K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 70 $5.34K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 66 $5.04K <0.01% +12 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 59 $5K <0.01% +2 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 63 $4.81K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 61 $4.65K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 60 $4.58K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 60 $4.58K <0.01% +18 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 60 $4.58K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 58 $4.42K <0.01% -7 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 57 $4.35K <0.01% new 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 54 $4.17K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 55 $4.06K <0.01% +2 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 53 $4.04K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 52 $3.97K <0.01% +19 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 51 $3.89K <0.01% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 50 $3.81K <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 49 $3.74K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 49 $3.73K <0.01% new 13F-HR Timeline