Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 149 $253K 0.08% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 137 $251K 0.06% +1 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 147 $250K 0.01% +49 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 146 $248K 0.01% -98 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 145 $247K 0.08% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 145 $247K 0.01% +80 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 144 $245K 0.04% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 144 $245K 0.03% +42 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 143 $243K 0.01% -30 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 143 $243K 0.01% -2 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 142 $241K 0.11% -79 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 142 $241K 0.05% 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 141 $240K 0.08% -29 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 140 $238K <0.01% 0 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 139 $236K <0.01% -21 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 139 $236K 0.07% -26 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 138 $235K 0.03% -2 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 137 $233K 0.1% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 137 $233K 0.1% new 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 137 $232K 0.18% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 136 $231K <0.01% +16 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 136 $231K 0.24% -1 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 135 $230K 0.02% +18 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 135 $230K 0.02% +8 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 135 $230K 0.15% 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 135 $230K 0.22% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 130 $229K 0.02% -248,172 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 134 $228K <0.01% +10 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 132 $224K <0.01% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 131 $223K 0.08% -363 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 131 $223K 0.02% +13 13F-HR/A Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 131 $223K 0.11% +7 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 121 $222K 0.09% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 130 $221K 0.07% -9 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 130 $221K 0.13% 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 129 $219K 0.05% -9 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 129 $219K 0.07% -2 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 129 $219K 0.02% +2 13F-HR Timeline Busey Bank More: the full row for Busey Bank 129 $219K 0.01% -13 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 128 $218K 0.01% -12 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 128 $218K 0.01% -15 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 128 $218K 0.07% new 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 128 $218K 0.01% -16 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 128 $218K <0.01% -26,133 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 128 $218K 0.03% +20 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 127 $216K 0.03% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 127 $216K 0.11% 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 126 $214K 0.18% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 126 $214K 0.02% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 125 $213K <0.01% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 125 $213K 0.03% +4 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 125 $213K 0.02% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 125 $213K 0.01% -28 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 125 $213K <0.01% -1,155 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 124 $211K 0.01% -12 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 123 $209K 0.03% +3 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 122 $207K <0.01% -66 13F-HR Timeline Group LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 122 $207K 0.14% 0 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 122 $207K 0.07% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 121 $206K 0.12% +5 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 121 $206K 0.01% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 121 $206K 0.05% new 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 121 $206K 0.01% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 121 $206K 0.12% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 120 $204K 0.05% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 120 $204K 0.03% -5 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 120 $204K 0.02% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 119 $202K 0.02% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 119 $202K 0.06% -11 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 118 $201K 0.11% +13 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 118 $201K 0.03% +5 13F-HR/A Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 118 $201K 0.07% -25 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 118 $201K 0.03% +1 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 115 $196K 0.02% +114 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 105 $179K 0.16% +1 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 105 $179K <0.01% +68 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 103 $175K 0.07% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 102 $173K 0.05% +46 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 101 $172K 0.07% +74 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 100 $170K 0.05% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 100 $170K 0.13% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 100 $170K 0.05% new 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 100 $170K 0.1% new 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 100 $170K 0.07% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 99 $168K 0.01% -2 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 80 $164K 0.01% new 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 95 $162K 0.04% -3 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 95 $162K 0.09% new 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 90 $153K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 88 $150K 0.03% +15 13F-HR/A Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 87 $148K 0.01% +7 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 85 $145K 0.03% new 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 84 $142K 0.05% -8 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 80 $136K 0.01% +40 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 76 $129K 0.16% 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 75 $128K 0.1% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 73 $124K 0.03% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 72 $122K 0.12% 13F-HR/A Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 69 $117K 0.06% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 68 $115K 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 67 $114K 0.01% -4 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 67 $114K 0.06% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 66 $112K <0.01% +7 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 66 $112K <0.01% +16 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 64 $109K 0.1% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 63 $107K 0.02% +4 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 63 $107K 0.08% 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 61 $104K <0.01% +6 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 60 $102K 0.03% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 60 $102K 0.02% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 60 $102K 0.02% +57 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 60 $102K 0.1% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 60 $101K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 56 $95.2K <0.01% +14 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 50 $93.5K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 55 $93.5K 0.04% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 50 $85K 0.03% +10 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 49 $83.3K 0.03% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 47 $79.9K 0.06% -1 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 46 $78.2K 0.01% +7 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 43 $73.1K 0.06% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 41 $70.6K 0.01% -29 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 40 $68K 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 40 $68K <0.01% -4 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 39 $66.3K 0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 39 $66.3K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 38 $64.6K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 38 $64.6K 0.01% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 37 $62.9K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 37 $62.9K 0.01% +20 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 36 $61.2K 0.01% 0 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 35 $60K <0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 35 $59.5K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 35 $59.5K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 35 $59.5K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 35 $59.5K 0.01% -1 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 34 $57.8K <0.01% -70 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 30 $57.7K <0.01% 0 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 34 $56.8K 0.01% -35 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 33 $56.1K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 32 $54.4K <0.01% -141 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 31 $52.7K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 30 $51K 0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 30 $51K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 29 $49.3K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 29 $49.3K <0.01% +16 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 29 $49.3K 0.02% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 28 $47.6K 0.02% 13F-HR/A Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 26 $44.2K 0.11% 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 25 $42.5K <0.01% new 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 24 $40.8K 0.02% +1 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 24 $40.8K 0.01% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 24 $40.6K <0.01% 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 23 $39.1K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 22 $37.4K 0.01% +12 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 22 $37.4K <0.01% 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 22 $37.4K 0.02% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 22 $37.4K 0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 21 $35.7K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 20 $34K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 20 $34K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 19 $32.3K <0.01% +12 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 19 $31.7K 0.02% 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 15 $30.8K 0.02% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 18 $30.6K 0.01% +5 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 18 $30.6K 0.02% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 18 $30.6K 0.03% -3 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 17 $28.9K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 17 $28.9K 0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 17 $28.9K <0.01% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 17 $28.9K 0.02% +3 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 16 $27.2K 0.01% +8 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 16 $27.2K <0.01% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 16 $27.2K <0.01% +11 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 16 $27K 0.02% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 15 $25.5K 0.01% 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 15 $25.5K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 15 $25.5K 0.02% 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 15 $25.5K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 14 $23.8K <0.01% -11 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 13 $22.3K 0.01% -13 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 12 $22.2K 0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 13 $22.1K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 13 $22.1K 0.01% 0 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 12 $20.4K <0.01% +2 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 12 $20.4K <0.01% -128 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 12 $20.4K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 12 $20.4K <0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 12 $20.4K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11 $18.7K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 11 $18.7K 0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 11 $18.7K 0.03% -4 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 9 $18K 0.02% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $17K 0.01% -3,420 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 10 $17K <0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 10 $17K 0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 10 $17K <0.01% +6 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 10 $17K 0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 10 $17K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 10 $17K 0.01% 0 13F-HR Timeline