OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,774 $379K 0.03% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,735 $373K <0.01% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,734 $373K 0.04% -92 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,707 $370K <0.01% +757 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,704 $369K 0.04% +33 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,671 $364K <0.01% -16,321 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,591 $354K 0.01% +9 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,589 $353K <0.01% -35 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 2,548 $348K 0.01% +104 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 2,499 $341K 0.03% +261 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,483 $339K 0.02% +548 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,477 $338K 0.09% +9 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 2,425 $331K <0.01% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,420 $330K 0.01% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,318 $316K 0.13% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,295 $313K 0.03% +557 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,289 $312K 0.02% -23 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 2,249 $307K 0.02% +220 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,217 $303K 0.1% -150 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,190 $299K 0.19% 0 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,126 $290K 0.01% 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,124 $290K <0.01% new 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,109 $288K 0.15% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,446 $286K 0.02% +96 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,086 $285K 0.42% 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,030 $277K 0.05% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,020 $276K 0.01% +137 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,011 $275K 0.17% +232 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,011 $275K 0.01% +172 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,003 $273K 0.28% 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,000 $273K 0.13% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,933 $264K 0.18% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,907 $260K <0.01% new 13F-HR/A Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 1,900 $259K <0.01% -6,102 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 1,889 $258K 0.03% -580 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 1,869 $255K 0.03% -1,626 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,836 $255K 0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,859 $254K <0.01% new 13F-HR/A Timeline Group Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 1,766 $253K 0.13% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,850 $253K 0.08% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,834 $250K 0.19% 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,810 $247K 0.01% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,786 $244K 0.01% new 13F-HR/A Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,780 $243K <0.01% new 13F-HR/A Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,732 $236K 0.02% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,730 $236K 0.08% +1,586 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,727 $236K 0.01% new 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,710 $233K 0.15% -4,136 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 1,701 $232K 0.01% new 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,700 $232K 0.05% -800 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,676 $229K <0.01% -39,078 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,675 $229K <0.01% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,871 $222K 0.1% +215 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,626 $222K 0.04% new 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,625 $222K 0.03% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,612 $220K <0.01% -211 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 1,561 $213K 0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,494 $204K 0.03% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,492 $204K 0.06% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,482 $202K <0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,427 $195K 0.03% +9 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,413 $193K 0.01% +12 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,275 $174K <0.01% -70 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,254 $161K 0.01% new 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,062 $145K <0.01% -7,022 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,045 $145K <0.01% -107 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,000 $136K <0.01% 0 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,000 $136K 0.01% -2,800 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,000 $136K 0.12% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 933 $127K 0.1% +66 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 865 $118K <0.01% -142 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 842 $115K 0.01% +318 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 740 $101K 0.03% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 669 $98.2K 0.01% +8 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 678 $93K <0.01% -249 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Truvestments Capital LLC More: the full row for Truvestments Capital LLC 558 $76.2K 0.02% +14 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 538 $73.7K 0.01% +146 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 534 $72.9K <0.01% -248 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 531 $72.5K <0.01% +157 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 493 $67.3K <0.01% +51 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 487 $66.5K 0.06% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 483 $65.9K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 466 $63.6K <0.01% +241 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 457 $62.5K <0.01% -894 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 455 $62.1K <0.01% +309 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 455 $62.1K 0.04% -195 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 450 $61.4K 0.06% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 444 $60.6K 0.02% -148 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 384 $52.4K 0.02% -75 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 379 $51.7K 0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 373 $50.9K <0.01% +130 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 342 $46.7K 0.02% -10 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 313 $42.7K <0.01% +5 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 292 $40K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 280 $38.2K <0.01% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 268 $37K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 258 $35.2K <0.01% +102 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 231 $31.5K 0.01% +115 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 229 $31.3K <0.01% +97 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 196 $26.8K <0.01% -2 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 193 $26.3K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 190 $26K <0.01% -247 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 186 $25.4K <0.01% +55 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 183 $25K <0.01% 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 181 $24.7K 0.02% +5 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 166 $24.4K <0.01% +30 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 165 $22.5K 0.05% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 148 $20.2K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 135 $18.4K <0.01% -1 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 132 $18K <0.01% -7 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 125 $17.1K 0.03% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 105 $14.3K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 103 $14.1K 0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 100 $14K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 100 $13.7K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 100 $13.7K <0.01% new 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 100 $13.7K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 94 $12.8K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 86 $11.7K <0.01% +10 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 86 $11.7K <0.01% +59 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 81 $11.1K <0.01% +39 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 79 $10.8K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 78 $10.6K <0.01% -270 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 74 $10.1K <0.01% -84 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 70 $9.6K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 68 $9.28K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 60 $8K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 53 $7.23K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 53 $7K <0.01% +29 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 50 $6.83K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 49 $6.69K <0.01% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 45 $6.14K <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 44 $6.01K <0.01% +19 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 44 $6K <0.01% +12 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 41 $5.6K <0.01% +1 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 41 $5.6K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 39 $5.32K <0.01% -1 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 39 $5.32K <0.01% +14 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 39 $5.32K <0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 36 $4.91K <0.01% +24 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 34 $4.64K <0.01% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 30 $4.55K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 31 $4.23K <0.01% +30 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 30 $4.09K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 30 $4.09K <0.01% +9 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 28 $3.82K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 27 $3.69K <0.01% -6 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 22 $3K <0.01% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 24 $3K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 21 $2.87K <0.01% -7 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 21 $2.87K <0.01% -100 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 19 $2.59K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 16 $2.37K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 16 $2.18K <0.01% +6 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 16 $2.18K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 15 $2.05K <0.01% +13 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 16 $2K <0.01% -2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $1.91K <0.01% +6 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 13 $1.77K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 13 $1.77K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 14 $1.72K <0.01% 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 14 $1.72K <0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 12 $1.64K <0.01% 0 13F-HR/A Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 12 $1.64K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 11 $1.5K <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 11 $1.5K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10 $1.36K <0.01% +4 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 10 $1.29K <0.01% +4 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 8 $1.05K <0.01% +2 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 9 $1K <0.01% 0 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 7 $956 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7 $956 <0.01% 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6 $819 <0.01% -11 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 5 $683 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $683 <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4 $546 <0.01% -18 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3 $410 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3 $410 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3 $410 <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2 $273 <0.01% new 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2 $273 <0.01% -77 13F-HR/A Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $273 <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 2 $273 <0.01% 13F-HR Timeline