Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 195 $253K 0.01% -6 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 205 $251K 0.02% +7 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 203 $248K 0.01% +17 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 201 $246K 0.05% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 200 $245K 0.02% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 200 $245K 0.03% 0 13F-HR/A Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 200 $245K 0.01% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 200 $245K 0.08% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 200 $245K 0.1% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 200 $245K 0.07% 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 198 $242K 0.05% +11 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 195 $239K 0.03% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 195 $239K 0.02% -37 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 178 $237K 0.01% +6 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 191 $233K 0.02% -45 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 192 $233K 0.01% +24 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 185 $226K 0.02% -20 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 184 $225K 0.05% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 184 $225K 0.02% +16 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 182 $223K <0.01% -37 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 181 $221K <0.01% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 181 $221K 0.03% +16 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 180 $220K 0.02% +15 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 177 $218K <0.01% -14 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 177 $217K 0.03% -742 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 175 $214K <0.01% +62 13F-HR Timeline Group OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 175 $214K 0.06% new 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 175 $214K 0.05% +173 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 174 $213K -114 Timeline CVFG LLC More: the full row for CVFG LLC 174 $213K 0.19% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 169 $207K 0.01% +56 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 168 $206K 0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 166 $203K 0.04% +2 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 166 $203K 0.13% -4 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 165 $202K 0.14% +9 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 165 $202K 0.02% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 154 $188K 0.08% -29 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 153 $187K <0.01% +2 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 153 $186K <0.01% +52 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 152 $186K 0.01% +34 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 151 $185K <0.01% +7 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 150 $184K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 150 $184K 0.08% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 150 $184K 0.01% 0 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 142 $174K 0.01% +3 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 139 $170K <0.01% +65 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 138 $169K <0.01% -43 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 138 $169K 0.06% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 134 $164K 0.02% +61 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 133 $163K <0.01% -3 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 127 $155K <0.01% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 125 $153K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 111 $136K 0.17% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 109 $133K 0.01% -275 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 106 $130K 0.06% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 103 $126K 0.01% +1 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 102 $125K <0.01% 0 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 100 $122K <0.01% new 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 99 $121K 0.01% -1 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 98 $120K 0.05% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 92 $113K 0.02% 0 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 75 $112K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 88 $108K <0.01% +34 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 88 $108K 0.02% +15 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 85 $104K 0.02% +42 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 84 $103K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 83 $102K 0.02% 0 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 82 $100K 0.05% -13 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 78 $95.4K 0.03% -1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 69 $84.4K 0.01% +21 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 68 $83.2K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 68 $83.2K <0.01% -5 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 64 $78.3K <0.01% +8 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 63 $77K 0.01% -1 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 61 $74.6K 0.01% 0 13F-HR Timeline Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 55 $67.3K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 55 $67.3K <0.01% -13 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 55 $67.3K <0.01% -6 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 55 $67.3K 0.04% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 53 $64.9K 0.04% -12 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 50 $61.2K <0.01% -18 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 50 $61.2K <0.01% -7 13F-HR Timeline Group OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 50 $61.2K <0.01% 0 13F-HR/A Timeline Group Legacies Wealth LLC More: the full row for Legacies Wealth LLC 47 $57.5K 0.04% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 46 $56.3K <0.01% +45 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. 45 $55.1K <0.01% -9 13F-HR Timeline Group Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 44 $54K 0.07% +6 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 44 $53.8K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 44 $53.8K 0.03% 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 42 $51.4K <0.01% +1 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 40 $48.9K 0.05% 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 36 $44.1K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 36 $44.1K <0.01% +2 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 36 $43K <0.01% -1,004 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 35 $42.8K 0.01% 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 34 $41.6K <0.01% 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 33 $40.4K <0.01% -27 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 32 $39.2K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 31 $37.9K 0.01% +8 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 30 $36.7K <0.01% -18 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 27 $33K <0.01% -4 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 27 $33K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 24 $31.9K <0.01% +3 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 26 $31.8K <0.01% +4 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 25 $30.6K <0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 22 $26.9K 0.01% +1 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 22 $26.9K <0.01% +2 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 20 $24.5K <0.01% 0 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 20 $24.5K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 20 $24.5K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 19 $23.2K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 19 $23.2K <0.01% +11 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 17 $20.8K <0.01% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 16 $19.6K 0.02% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 15 $18.4K <0.01% 0 13F-HR Timeline Group Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 14 $17.1K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 14 $17.1K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 14 $17K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 12 $16K 0.01% -6 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 12 $14.7K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 11 $13.5K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 11 $13.5K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 11 $13.5K 0.03% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 11 $13K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10 $12.2K <0.01% +2 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10 $12.2K <0.01% -14 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 10 $12.2K <0.01% -31 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 8 $10K <0.01% -1 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 8 $9.91K 0.01% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8 $9.79K <0.01% +2 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 8 $9.79K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 8 $9.79K 0.01% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 7 $8.57K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 7 $8.57K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7 $8.57K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 7 $8.57K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 7 $8.57K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6 $7.34K <0.01% -2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6 $7.34K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $6.94K <0.01% +2 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 5 $6.12K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5 $6.12K <0.01% +1 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $6.12K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5 $6.12K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5 $6.1K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4 $4.89K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 4 $4.89K <0.01% -1 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3 $4.08K <0.01% +3 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 3 $3.77K <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3 $3.67K <0.01% -3 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 3 $3.67K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3 $3.67K <0.01% -1 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3 $3.67K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 3 $3.67K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 3 $3.67K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 3 $3.67K <0.01% 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2 $2.45K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2 $2.45K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $2.45K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2 $2.45K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2 $2.45K <0.01% -3 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2 $2.45K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2 $2.45K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $2.45K <0.01% -4 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2 $2.45K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2 $2.45K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2 $2.45K <0.01% +1 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2 $2.45K <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 2 $2.45K <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2 $2.45K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2 $2.45K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2 $2K <0.01% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1 $1.35K <0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1 $1.22K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $1.22K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1 $1.22K <0.01% 0 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1 $1.22K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1 $1.22K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1 $1.22K <0.01% 13F-HR/A Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1 $1.22K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1 $1.22K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1 $1.22K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1 $1.22K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1 $1.22K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $1.22K <0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1 $1.22K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1 $1.22K <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1 $1.22K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1 $1K <0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1 $682 <0.01% 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1 $492 <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 0 $65 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.