Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,475 $88.5K 0.07% 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 1,471 $88.3K 0.02% +11 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,539 $87.9K 0.02% +30 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,435 $86.1K 0.02% -173 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,421 $85.3K 0.03% +3 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,410 $84.6K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,346 $81.7K 0.03% -1,115 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,358 $81.5K 0.03% -107 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 1,352 $81.1K 0.05% 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,340 $80K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,326 $79.6K 0.02% +79 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,316 $79K 0.1% 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,314 $78.9K 0.03% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,313 $78.8K 0.04% -609 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,302 $78.1K 0.04% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,300 $78K 0.07% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,300 $78K <0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 1,300 $78K <0.01% -108 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 1,250 $75K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 1,250 $75K 0.04% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,242 $74.5K 0.03% -208 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,233 $74K 0.02% +150 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,206 $72.4K 0.02% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,200 $72K 0.03% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,187 $71.2K 0.05% +175 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,190 $71K 0.02% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,177 $70.6K 0.04% +69 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,139 $68.4K 0.06% -69 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,131 $67.9K 0.05% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,100 $66K 0.03% 0 13F-HR/A Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,096 $65.8K 0.04% 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,064 $63.8K 0.04% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,063 $63.8K 0.06% -118 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,050 $63K 0.02% +27 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,050 $63K 0.02% +500 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,022 $61.3K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,019 $61.2K 0.02% +104 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,019 $61.2K 0.01% -120 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,015 $60.9K <0.01% +981 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 1,006 $60.4K 0.12% new 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,000 $60K 0.04% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 998 $59.9K 0.03% +19 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 977 $58.6K 0.05% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 975 $58.5K 0.02% -404 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 967 $58K 0.06% +109 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 952 $57.1K 0.02% +2 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 866 $52K 0.03% -221 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 860 $51.6K 0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 842 $50.5K 0.03% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 816 $49K 0.02% +97 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 814 $48.9K <0.01% -107 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 809 $48.5K 0.03% +6 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 800 $48K 0.03% -200 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 800 $48K 0.02% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 783 $47K 0.01% -15 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 780 $46.8K 0.04% -91 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 772 $46.3K <0.01% +767 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 755 $45.3K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 750 $45K <0.01% new 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 750 $45K 0.11% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 742 $45K 0.04% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 749 $44.9K 0.03% +192 13F-HR Timeline Group INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 747 $44.8K 0.04% +449 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 741 $44.5K 0.04% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 733 $44K <0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 732 $43.9K <0.01% +4 13F-HR/A Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 731 $43.9K 0.02% -121 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 728 $43.7K 0.01% +73 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 725 $43.5K <0.01% +28 13F-HR/A Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 722 $43.3K 0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 717 $43K 0.02% +281 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 811 $42.4K 0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 710 $42K 0.02% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 689 $41.4K 0.02% +189 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 682 $40.9K 0.01% -93 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 678 $40.7K 0.02% 0 13F-HR/A Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 677 $40.7K 0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 675 $40.5K 0.01% +103 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 666 $40K 0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 664 $39.9K 0.02% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 650 $39K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 645 $38.7K 0.02% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 642 $38.5K 0.03% +12 13F-HR/A Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 640 $38.4K 0.08% -388 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 639 $38.4K 0.02% -300 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 636 $38.2K 0.01% +217 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 635 $38.1K 0.03% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 631 $37.9K 0.03% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 630 $37.8K <0.01% 0 13F-HR Timeline Group Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 625 $37.5K 0.04% 0 13F-HR/A Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 647 $37.5K 0.02% +117 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 624 $37.5K 0.02% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 605 $36.3K 0.02% +7 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 600 $36K <0.01% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 600 $36K 0.12% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 600 $36K 0.01% 0 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 612 $36K 0.01% +187 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 587 $35.2K 0.01% +221 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 570 $34.2K <0.01% +55 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 537 $32.2K 0.01% -42 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 550 $31.9K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 512 $30.7K 0.02% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 509 $30.6K 0.02% +353 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 504 $30.3K 0.01% +34 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 500 $30K 0.03% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 472 $28.4K 0.02% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 454 $27.3K 0.02% +5 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 447 $26.8K 0.02% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 512 $26.8K 0.02% +10 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,260 $26.7K 0.01% +997 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 442 $26.5K 0.02% +7 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 435 $26K 0.03% +8 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 422 $25.8K 0.01% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 415 $24.9K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 408 $24.5K 0.01% -182 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 398 $23.9K 0.01% new 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 400 $23.7K 0.02% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 394 $23.6K 0.01% +300 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 392 $23.5K 0.01% +8 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 389 $23.3K 0.01% +18 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 374 $22.8K <0.01% 0 13F-HR/A Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 366 $22K 0.01% +5 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 358 $21.5K 0.01% +58 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 353 $21.2K 0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 353 $21.2K 0.01% +10 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 347 $20.8K 0.01% +122 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 342 $20.5K 0.01% -511 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 330 $19.8K 0.01% +44 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 318 $19.1K 0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 306 $18.4K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 311 $18.3K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 302 $18.1K <0.01% +2 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 273 $16.4K 0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 274 $16K 0.01% -5 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 262 $15.7K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 261 $15.7K 0.01% -30 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 261 $15.7K 0.01% -70 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 258 $15.5K <0.01% new 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 256 $15.1K 0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. 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More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 229 $13.8K <0.01% 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 225 $13.5K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 225 $13.5K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 202 $12.1K 0.01% +3 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 200 $12K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 200 $12K 0.23% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 200 $12K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 194 $11.7K 0.01% +13 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 190 $11.4K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 183 $11K <0.01% 0 13F-HR Timeline Group Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 171 $10.3K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 167 $10K <0.01% +32 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 160 $9.6K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 160 $9.6K 0.01% 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 159 $9.54K <0.01% +9 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 180 $9.41K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 144 $8.64K 0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 142 $8.52K <0.01% -35 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 140 $8.4K 0.01% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 139 $8.34K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 124 $7.44K <0.01% 0 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 117 $7.02K 0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 114 $6.87K 0.39% +47 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 100 $6K <0.01% 0 13F-HR/A Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 100 $6K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 100 $6K <0.01% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 100 $6K <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 100 $6K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 100 $6K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 100 $6K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 87 $5.25K <0.01% -48 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 85 $5.12K <0.01% -6 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 79 $4.74K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 78 $4.68K <0.01% -426 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 75 $4.5K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 75 $4.5K <0.01% +30 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 68 $4.08K <0.01% -6 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 66 $3.96K <0.01% new 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 65 $3.94K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 63 $3.78K <0.01% +43 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 60 $3.6K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 57 $3.42K <0.01% -306 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 55 $3.3K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 52 $3.12K <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 50 $2.74K <0.01% 0 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 45 $2.54K <0.01% +2 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 40 $2.4K <0.01% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 60 $2K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 31 $2K <0.01% +6 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 32 $1.94K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 32 $1.94K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 31 $1.86K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 29 $1.74K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 27 $1.65K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 2,740 $1.65K 0.06% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 21 $1.26K <0.01% new 13F-HR/A Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 20 $1.2K <0.01% new 13F-HR/A Timeline Group ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 20 $1.2K 0.02% new 13F-HR Timeline