Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,923 $146K <0.01% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,883 $145K 0.08% -15 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,890 $143K 0.07% -200 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,858 $141K 0.02% -6 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,801 $137K 0.02% +154 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,600 $121K 0.04% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 1,580 $120K 0.06% -460 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,484 $115K 0.02% +173 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,452 $110K -101 Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,331 $101K <0.01% -5,342 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,283 $97.3K 0.12% +94 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,282 $97.1K <0.01% 0 13F-HR/A Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 1,270 $96.3K 0.05% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,194 $91.1K 0.01% -314 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,098 $88.1K <0.01% +347 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,162 $88K 0.01% -4,109 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,149 $87.1K <0.01% -167 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,108 $83.9K 0.01% +116 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,101 $83.5K 0.02% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,100 $83.4K <0.01% -10 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,008 $83K 0.05% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,084 $82.2K 0.03% -208 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,088 $82K <0.01% +64 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,030 $78.1K 0.02% -200 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,011 $76.7K <0.01% +200 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 988 $74.9K 0.02% -1,895 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 984 $74.6K <0.01% +384 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 920 $71.3K 0.04% +492 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 929 $70.4K 0.03% -848 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 905 $68.6K 0.03% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 860 $65.2K 0.03% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 847 $64.2K 0.01% +21 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 846 $64.1K 0.04% +30 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 839 $63.6K 0.01% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 831 $63K 0.03% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 819 $62.4K 0.01% -1 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 763 $58.9K 0.01% +50 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 774 $58.7K 0.01% -31 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 773 $58.6K 0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 750 $56.9K 0.02% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 744 $56.4K <0.01% new 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 737 $55.9K <0.01% -27 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 732 $55.5K 0.03% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 711 $54K <0.01% +54 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 707 $53.6K 0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 700 $53.1K 0.02% -637 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 722 $53K 0.03% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 708 $53K 0.01% +17 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 695 $53K <0.01% -76 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WPG Advisers, LLC More: the full row for WPG Advisers, LLC 666 $50.5K 0.04% -92 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 655 $50K 0.04% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 600 $45.5K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 600 $45.5K 0.02% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 580 $44K 0.03% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 566 $42.9K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 566 $42.9K <0.01% -18 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 555 $42.1K 0.01% +122 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 554 $42K <0.01% -1 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 543 $41.2K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 528 $40K 0.03% -310 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 525 $39.8K 0.01% -571 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 518 $39.3K 0.01% +3 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 513 $38.9K <0.01% -49 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 500 $37.9K 0.03% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 500 $37.9K 0.04% -47 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 493 $37.4K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 528 $37.3K 0.02% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 490 $37.2K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 464 $35.1K <0.01% +264 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 437 $33.1K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 400 $30.3K 0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 400 $30.3K 0.02% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 400 $30.3K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 400 $30.3K 0.01% +399 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 392 $29.7K 0.01% +242 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 386 $29.3K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 371 $28K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 360 $27.3K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 362 $27K 0.01% -161 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 356 $27K <0.01% -27 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 356 $27K <0.01% new 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 355 $26.9K <0.01% -36 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 349 $26.5K <0.01% +335 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 338 $25.6K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 336 $25.5K <0.01% +3 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 330 $25K 0.01% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 323 $24.5K 0.02% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 322 $24.4K 0.01% -120 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 321 $24.3K <0.01% +1 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 300 $23K <0.01% -21 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 300 $22.7K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 280 $21.2K <0.01% +1 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 276 $20.9K <0.01% -2,200 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 270 $20.5K 0.01% -270 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 268 $20.3K <0.01% +8 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 263 $19.9K 0.01% +21 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 258 $19.6K <0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 250 $19.3K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 251 $19K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 250 $19K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 248 $18.8K <0.01% +58 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 242 $18.3K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 241 $18.3K <0.01% -87 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 224 $17K 0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 218 $16.5K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 132 $16.2K <0.01% -147 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 200 $15.3K <0.01% +100 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 200 $15.2K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 197 $15K 0.01% +24 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 200 $13.9K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 181 $13.7K <0.01% -65 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 179 $13.6K 0.01% +1 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 183 $13.1K <0.01% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 170 $12.9K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 168 $12.7K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 167 $12.7K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 166 $12.6K 0.01% -6 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 165 $12.5K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 158 $12K <0.01% 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 151 $11.4K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 161 $11.1K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for Marshall & Sterling Wealth Advisors Inc. 131 $9.9K 0.01% -68 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 120 $9.1K <0.01% +4 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 117 $8.87K <0.01% -104 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 115 $8.72K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 114 $8.64K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 107 $8.11K <0.01% +99 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 103 $7.81K <0.01% -15 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 100 $7.58K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 100 $7.58K <0.01% 0 13F-HR/A Timeline Pandora Wealth, Inc. 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More: the full row for Physician Wealth Advisors, Inc. 70 $5.31K <0.01% -8 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 60 $4.55K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 55 $4.17K <0.01% new 13F-HR/A Timeline Group Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 54 $4.09K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 49 $3.72K <0.01% 0 13F-HR/A Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 45 $3.41K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 44 $3.3K <0.01% -13 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 36 $2.96K <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 36 $2.73K <0.01% -33 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 36 $2.73K <0.01% 0 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 33 $2.5K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 32 $2.43K <0.01% 13F-HR Timeline Semmax Financial Advisors Inc. 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Advisory Services LLC 25 $1.9K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 23 $1.74K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 23 $1.74K <0.01% -859 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 22 $1.69K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 22 $1.67K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 21 $1.59K <0.01% -1 13F-HR/A Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 20 $1.52K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 20 $1.52K <0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 16 $1.21K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 17 $1.19K <0.01% +5 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 15 $1.14K <0.01% -45 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 14 $1.06K <0.01% -13 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 21 $1K <0.01% -4,922 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 20 $1K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 13 $986 <0.01% -71 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 12 $910 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $759 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 10 $759 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $758 <0.01% +6 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 9 $683 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 9 $682 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 9 $682 <0.01% +4 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $645 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 8 $607 <0.01% -48 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 8 $607 <0.01% +3 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 7 $531 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7 $531 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7 $531 <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6 $455 <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 6 $455 <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $380 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 5 $379 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 4 $292 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4 $252 <0.01% 0 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3 $227 <0.01% -5 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $227 <0.01% -2 13F-HR Timeline