Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 108 $282K 0.03% new 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 108 $282K 0.03% 0 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 108 $282K 0.08% +1 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 108 $282K 0.04% 0 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 108 $282K 0.17% -5 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 106 $277K 0.01% -24 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 105 $274K 0.08% -1 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 103 $270K 0.1% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 103 $269K 0.01% -343 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 103 $269K 0.01% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 103 $269K 0.01% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 103 $269K 0.16% -3 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 103 $269K 0.06% -17 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 102 $267K 0.01% -26 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 102 $267K 0.04% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 102 $267K 0.21% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 102 $267K 0.1% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 101 $264K <0.01% +47 13F-HR Timeline Group Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 101 $264K 0.03% -14 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 101 $264K 0.04% -3 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 101 $264K 0.06% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 100 $261K 0.07% new 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 100 $261K 0.03% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 100 $261K 0.02% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 100 $261K 0.03% new 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 100 $261K 0.06% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 100 $261K 0.25% new 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 100 $261K 0.04% new 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 100 $261K 0.02% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 100 $261K 0.03% 0 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 100 $261K 0.18% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 100 $261K 0.09% new 13F-HR/A Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 100 $261K 0.2% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 99 $259K 0.06% -448 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 98 $256K 0.03% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 103 $255K 0.01% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 97 $254K <0.01% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 97 $254K 0.02% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 96 $251K 0.12% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 115 $250K 0.02% +13 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 95 $248K 0.19% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 95 $248K 0.05% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 95 $248K 0.02% new 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 95 $248K 0.13% 0 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 94 $246K 0.02% new 13F-HR Timeline HARBERT FUND ADVISORS, LLC More: the full row for HARBERT FUND ADVISORS, LLC 94 $246K 0.74% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 94 $246K 0.17% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 93 $243K <0.01% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 93 $243K 0.02% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 93 $243K 0.07% -109 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 93 $243K 0.13% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 91 $238K 0.01% -37 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 91 $238K 0.19% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 91 $238K 0.08% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 90 $235K 0.02% new 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 90 $235K 0.06% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 94 $235K 0.01% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 89 $233K 0.02% new 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 89 $233K 0.03% +10 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 88 $230K 0.01% -19 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 88 $230K 0.1% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 88 $230K 0.16% new 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 87 $227K 0.01% new 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 87 $227K 0.05% new 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 87 $227K 0.11% new 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 87 $227K 0.08% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 87 $227K <0.01% new 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 86 $225K 0.02% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 86 $225K 0.09% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 86 $225K 0.05% -33 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 86 $225K 0.01% new 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 86 $225K 0.04% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 85 $222K 0.16% -23 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 85 $222K 0.1% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 85 $222K 0.03% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 83 $217K 0.13% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 83 $217K 0.05% new 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 92 $217K 0.05% -20 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 82 $214K 0.01% +43 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 82 $214K 0.06% new 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 81 $213K 0.02% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 81 $212K 0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 81 $212K 0.02% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 81 $212K 0.1% new 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 80 $210K 0.1% new 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 80 $209K 0.08% new 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 80 $209K 0.04% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 80 $209K 0.02% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 80 $209K 0.04% new 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 80 $209K 0.13% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 80 $209K 0.09% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 663 $207K 0.02% +577 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 79 $206K 0.04% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 79 $206K 0.01% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 79 $206K 0.02% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 78 $204K 0.01% new 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 78 $204K 0.01% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 78 $204K 0.09% new 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 78 $204K 0.11% new 13F-HR Timeline CTC LLC More: the full row for CTC LLC 77 $201K 0.01% -796 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 77 $201K 0.01% 0 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 77 $201K 0.02% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 85 $200K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 76 $199K <0.01% +15 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 74 $193K 0.05% +25 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 74 $193K 0.03% +3 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 73 $191K 0.05% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 73 $191K 0.01% -165 13F-HR/A Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 71 $186K 0.02% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 71 $186K 0.07% -28 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 70 $183K 0.08% +24 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 69 $180K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 67 $176K 0.02% +2 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 67 $175K 0.01% +62 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 66 $172K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 67 $168K 0.04% +15 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 63 $165K 0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 63 $165K 0.11% 0 13F-HR/A Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 63 $165K 0.2% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 63 $165K 0.07% -6 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 63 $163K 0.03% -12 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 61 $159K 0.02% +33 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 60 $157K 0.03% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 58 $152K 0.05% +26 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 57 $149K 0.04% -3 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 57 $149K 0.13% -6 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 55 $144K 0.05% -50 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 55 $143K <0.01% 0 13F-HR/A Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 51 $133K <0.01% -600 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 50 $131K 0.04% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 47 $123K 0.08% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 46 $120K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 45 $118K <0.01% +21 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 45 $118K 0.03% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 43 $112K <0.01% -2 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 43 $112K 0.01% +6 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 42 $110K 0.02% +17 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 42 $108K 0.01% -5 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 41 $107K 0.03% 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 40 $105K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 39 $102K 0.01% -4 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 38 $99.3K <0.01% -14 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 37 $96.7K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 36 $94.1K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 35 $91.5K 0.01% new 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 35 $91K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 38 $89.3K 0.03% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 33 $86.6K 0.02% +20 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 33 $86.2K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 33 $86.2K 0.01% +2 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 35 $81.6K 0.05% +16 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 31 $81K <0.01% -8 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 30 $78.4K 0.02% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 30 $78.4K 0.02% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 30 $78.4K <0.01% -7 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 30 $78.4K 0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 29 $75.8K <0.01% new 13F-HR Timeline Group Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 29 $75.8K 0.03% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 29 $75K 0.03% +27 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 28 $73.2K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 28 $73.2K 0.01% -10 13F-HR/A Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 28 $73.2K 0.02% +26 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 27 $70.6K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 26 $68K 0.01% -561 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 26 $68K 0.02% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 26 $68K 0.01% -8 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 26 $68K 0.08% +1 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 25 $65.3K 0.03% 0 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 $65.3K <0.01% 0 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 24 $62.7K 0.06% +5 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 24 $62.7K 0.03% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 23 $60.1K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 22 $57.5K 0.01% -1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 21 $54.9K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 20 $52.3K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 20 $52.3K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 18 $47K 0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 18 $47K 0.03% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 16 $41.8K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 16 $41.8K 0.01% -34 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 15 $40K 0.02% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 15 $39.4K 0.02% +14 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 15 $39.2K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 15 $39.2K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 16 $38.5K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 14 $36.6K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 14 $36.6K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 14 $36.6K 0.01% +11 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 13 $34K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 13 $34K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 13 $34K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 12 $31.4K <0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 12 $31.4K 0.02% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 12 $31.4K 0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 12 $31K <0.01% -2 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 11 $28.8K 0.01% -1 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 11 $28.8K 0.02% -4 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 11 $28.8K 0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 11 $28.7K 0.01% +10 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $26.1K 0.01% -4,810 13F-HR Timeline