Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,090 $225K 0.09% -200 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,090 $225K 0.01% -1,163 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 1,087 $225K 0.08% -1 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 1,067 $221K 0.1% new 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 1,050 $217K 0.03% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,050 $217K 0.02% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,052 $217K 0.02% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,048 $217K 0.02% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,041 $215K 0.06% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,041 $215K 0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,039 $215K 0.07% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,039 $215K 0.03% +33 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,035 $214K 0.12% +112 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,026 $212K 0.02% +584 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,019 $211K 0.05% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,012 $209K 0.02% new 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 1,012 $209K 0.14% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,008 $208K 0.01% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1,002 $207K 0.03% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,000 $207K 0.09% 0 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 1,000 $207K 0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 983 $203K 0.01% -30 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 982 $203K 0.04% new 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 975 $202K 0.09% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 923 $191K 0.01% +15 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 901 $186K 0.01% +1 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 900 $186K 0.02% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 892 $184K 0.02% +2 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 887 $182K <0.01% +27 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 879 $182K 0.02% +108 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 837 $173K 0.02% -640 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 818 $169K <0.01% +501 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 787 $163K 0.03% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 765 $158K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 755 $156K 0.03% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 747 $154K 0.05% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 730 $151K 0.01% new 13F-HR/A Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 716 $148K 0.01% -345 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 712 $147K <0.01% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 708 $146K <0.01% +30 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 704 $146K 0.03% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 691 $144K 0.03% +413 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 673 $139K 0.17% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 667 $138K 0.01% -34 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 641 $133K 0.01% -46 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 582 $120K <0.01% -150 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 580 $120K 0.01% -10 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 577 $119K 0.12% +27 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 567 $117K 0.11% +2 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 564 $116K 0.03% -19 13F-HR/A Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 523 $108K 0.04% +226 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 500 $103K 0.02% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 500 $103K 0.04% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 490 $101K 0.05% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 481 $99.4K 0.07% -40 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 478 $98.8K <0.01% +29 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 471 $97.4K 0.05% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 462 $95.5K 0.06% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 451 $93.2K 0.02% 0 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 426 $91.8K 0.05% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 432 $89.3K 0.01% -5 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 423 $88.4K 0.06% -47 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 423 $87.4K 0.01% +261 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 420 $86.8K 0.01% +7 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 417 $86K 0.03% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 404 $83.5K 0.01% -1,217 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 400 $82.7K 0.06% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 385 $79.6K 0.01% +86 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 382 $79K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 372 $76.8K <0.01% -10 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 363 $75K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 350 $72.4K <0.01% -11 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 348 $72K 0.01% +2 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 344 $71.1K 0.01% -96 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 332 $69.8K 0.01% -7 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 321 $66.4K 0.04% -138 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 320 $66.2K 0.01% -65 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 314 $64.9K 0.03% +81 13F-HR Timeline OSSIAM More: the full row for OSSIAM 314 $64.9K <0.01% +32 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 303 $62.7K 0.02% -6 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 292 $60.4K <0.01% +112 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 287 $59.3K 0.04% +126 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 284 $58.8K <0.01% +139 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 282 $58.3K 0.01% -47 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 278 $57.5K 0.03% 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 275 $56.8K 0.05% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 264 $54.6K <0.01% -7 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 251 $52K 0.01% +1 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 250 $51.7K 0.02% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 250 $51.7K 0.04% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 230 $47.5K <0.01% +29 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 229 $47.3K <0.01% +33 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 225 $46.5K 0.03% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 219 $45.3K 0.01% +9 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 215 $44.4K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 212 $43.8K <0.01% -16 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 205 $42.4K 0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 205 $42.4K 0.02% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 203 $42K 0.01% -765 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 199 $41.7K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 200 $41.4K <0.01% 0 13F-HR Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 200 $41.3K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 196 $41K 0.01% 0 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 189 $39.1K <0.01% -20 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 182 $37.6K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 180 $37.2K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 180 $37.2K 0.04% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 176 $36.4K <0.01% -176 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 176 $36.4K 0.01% +2 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 170 $35.1K 0.01% +4 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 170 $35.1K 0.01% -70 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 168 $34.7K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 160 $33.1K <0.01% -15 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 147 $30.4K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 142 $29.4K 0.02% +86 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 140 $28.9K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 137 $28.3K <0.01% -59 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 136 $28.2K 0.01% -6 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 132 $27.3K <0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 130 $26.9K <0.01% new 13F-HR/A Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 129 $26.7K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 128 $26.5K 0.01% new 13F-HR/A Timeline MOTCO More: the full row for MOTCO 128 $26.5K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 122 $26K 0.02% -50 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 125 $25.8K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 120 $24.8K <0.01% +84 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 109 $23.3K <0.01% +17 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 104 $21.5K <0.01% +57 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 103 $21.3K <0.01% +57 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 100 $21K 0.03% 0 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 100 $20.7K 0.02% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 100 $20.7K 0.02% -200 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 100 $20.7K 0.02% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 97 $20.1K <0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 95 $19.6K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 93 $19.3K <0.01% +50 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 93 $19.2K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 92 $19K <0.01% +7 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 91 $18.8K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 91 $18.8K 0.01% -663 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 90 $18.6K <0.01% +33 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 90 $18.6K 0.02% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 89 $18.4K <0.01% -19 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 88 $18.1K <0.01% +10 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 81 $17.8K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 83 $17K <0.01% +11 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 82 $17K 0.01% +49 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 78 $16.1K <0.01% +22 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 77 $15.9K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 76 $15.7K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 74 $15.2K <0.01% -6 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 71 $14.7K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 71 $14.7K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 70 $14K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 65 $13.4K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 65 $13.4K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 65 $13.4K 0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 64 $13.3K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 63 $13K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 62 $12.8K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 60 $12.4K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 59 $12.2K <0.01% -1,196 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 58 $12K <0.01% +25 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 56 $11.6K <0.01% -43 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 55 $11.4K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 55 $11.4K <0.01% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 54 $11.2K 0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 53 $11.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 56 $11K <0.01% +2 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 51 $11K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 53 $11K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 52 $10.7K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 52 $10.7K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 52 $10.7K <0.01% +25 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 50 $10.3K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 50 $10.3K <0.01% +37 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 50 $10.3K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 50 $10.3K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 50 $10.3K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 49 $10.1K <0.01% +6 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 48 $9.92K <0.01% +4 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 48 $9.92K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 46 $9.51K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 46 $9.51K <0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 44 $9.1K <0.01% +3 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 44 $9K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 43 $8.89K <0.01% +2 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 42 $8.69K <0.01% +18 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 42 $8.68K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 42 $8.68K <0.01% +2 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 41 $8.51K 0.04% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 40 $8.27K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 39 $8.06K <0.01% +9 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 38 $7.88K <0.01% -57 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 37 $7.65K <0.01% +9 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 36 $7.46K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 35 $7.24K <0.01% 0 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 32 $6.62K <0.01% +9 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 32 $6.62K <0.01% +15 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 30 $6.2K <0.01% 0 13F-HR Timeline