Trust Investment Advisors More: the full row for Trust Investment Advisors 1,785 $226K 0.14% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,761 $223K 0.02% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,761 $223K <0.01% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,730 $219K 0.01% -25 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,724 $219K 0.03% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,699 $217K 0.02% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,696 $215K 0.04% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,667 $211K 0.01% new 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 1,667 $211K <0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,658 $210K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,645 $209K <0.01% -53 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,644 $208K <0.01% new 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 1,634 $207K 0.05% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,634 $207K <0.01% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,627 $206K <0.01% new 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,621 $206K 0.02% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,618 $205K 0.08% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,615 $205K 0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,615 $205K 0.01% -2,432 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,607 $204K 0.03% new 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,607 $204K 0.1% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,605 $203K 0.01% new 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,602 $203K 0.01% -1,148 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,605 $203K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,600 $203K 0.1% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,594 $202K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,587 $201K 0.03% -846 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,585 $201K 0.01% new 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 1,582 $201K 0.08% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,581 $200K 0.01% -7,553 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,572 $199K <0.01% -201 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,567 $199K <0.01% +719 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 1,524 $193K 0.08% -296 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,398 $177K <0.01% -267 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,389 $176K 0.01% +420 13F-HR/A Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,367 $173K 0.09% +3 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,355 $172K <0.01% -1,200 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,350 $171K 0.01% +596 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,303 $165K 0.02% +420 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,300 $165K 0.07% -65 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,300 $165K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,300 $165K 0.02% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,287 $163K 0.02% +111 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,247 $158K 0.02% +251 13F-HR/A Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,199 $152K 0.13% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,472 $151K 0.01% -3,324 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,127 $143K 0.08% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,062 $135K <0.01% +88 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,051 $133K <0.01% +317 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,040 $132K <0.01% -132 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,032 $131K <0.01% +94 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,000 $127K 0.04% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 867 $110K <0.01% -130 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 850 $108K 0.03% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 843 $107K 0.01% -153 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 800 $101K 0.04% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 798 $101K <0.01% 0 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 750 $96K <0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 750 $95.1K 0.03% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 725 $92K 0.02% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 678 $86K <0.01% -1,063 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 657 $83.3K 0.05% +16 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 638 $80.9K <0.01% new 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 603 $79.6K 0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 625 $79.2K 0.04% -25 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 601 $76K 0.04% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 722 $74K 0.01% -220 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 577 $73.2K <0.01% -59 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 577 $73.2K <0.01% new 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 436 $72.2K <0.01% +11 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 561 $71.8K 0.02% new 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 565 $71.6K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 562 $71.3K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 535 $67.8K <0.01% -109 13F-HR Timeline Quarry LP More: the full row for Quarry LP 535 $67.8K 0.02% -5,572 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 527 $67K 0.05% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 516 $65.8K 0.05% -53 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 500 $63.4K 0.03% -500 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 498 $62K 0.01% -363 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 414 $52.5K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 390 $49.4K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 381 $48.3K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 359 $45.5K <0.01% -18 13F-HR Timeline CNB Bank More: the full row for CNB Bank 345 $43.7K 0.02% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 335 $42.5K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 334 $42.4K <0.01% +87 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 333 $42.2K 0.01% +4 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 320 $40.6K <0.01% +130 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 320 $40.6K 0.02% +75 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 311 $39K 0.01% +1 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 300 $38K 0.02% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 292 $37K <0.01% -1,422 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 284 $36K <0.01% new 13F-HR Timeline Group GFG Capital, LLC More: the full row for GFG Capital, LLC 277 $35.1K 0.01% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 265 $34K <0.01% -200 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 264 $33.5K <0.01% +1 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 262 $33.3K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 259 $32.9K <0.01% +22 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 239 $30.5K 0.02% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 229 $29K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 220 $27.9K <0.01% -575 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 213 $27K <0.01% +209 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 208 $26.5K <0.01% +97 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 206 $26.3K <0.01% -4,298 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 200 $25.4K 0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 200 $25K <0.01% -22,966 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 200 $25K 0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 197 $25K 0.01% -146 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 195 $24.7K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 192 $24.5K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 186 $23.6K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 173 $21.9K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 166 $21K <0.01% +45 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 155 $19.7K 0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 14,750 $18.7K 0.73% -850 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 146 $18.5K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 139 $17.7K <0.01% 0 13F-HR/A Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 137 $17.3K <0.01% +1 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 131 $16.6K 0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 130 $16.5K <0.01% 0 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 127 $16.1K 0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 126 $16K <0.01% +25 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 123 $15.6K 0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 123 $15.6K <0.01% +1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 116 $14.8K 0.01% +19 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 114 $14.5K <0.01% -3 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 111 $14.1K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 111 $14.1K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 106 $13.4K <0.01% -51 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 102 $13K <0.01% new 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 101 $12.8K 0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 100 $12.8K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 100 $12.7K <0.01% 0 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 100 $12.7K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 100 $12.7K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 95 $12K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 94 $11.9K <0.01% +9 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 94 $11.9K 0.01% 0 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 87 $11K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 84 $10.7K <0.01% +3 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 82 $10.5K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 79 $10K <0.01% -43 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 77 $9.76K <0.01% -218 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 76 $9.64K <0.01% -5 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 75 $9.51K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 74 $9.32K <0.01% 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 73 $9.26K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 71 $9K <0.01% -20 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 64 $8.12K <0.01% -3 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 60 $7.61K <0.01% 0 13F-HR/A Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 56 $7.1K <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 52 $6.57K <0.01% -12,957 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 51 $6.5K <0.01% 0 13F-HR/A Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 48 $6.09K <0.01% -1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 47 $5.96K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 46 $5.83K <0.01% new 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 45 $5.71K <0.01% +9 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 42 $5.33K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 40 $5.07K <0.01% +6 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 46 $5K <0.01% -71 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 37 $4.69K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 36 $4.56K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 35 $4.44K <0.01% -225 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 34 $4.31K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 33 $4.21K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 33 $4.18K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 30 $3.8K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 29 $3.68K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 28 $3.55K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 26 $3.3K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 24 $3.04K <0.01% +18 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 24 $3.04K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 21 $2.66K <0.01% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 21 $2.64K <0.01% +6 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 20 $2.54K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $2.54K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $2.54K <0.01% +5 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 20 $2.54K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 20 $2.46K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 17 $2.15K <0.01% +10 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 17 $2.14K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 16 $2.04K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 16 $2.04K <0.01% +13 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 16 $2.03K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 22 $2K <0.01% +4 13F-HR/A Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 18 $2K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 14 $1.78K <0.01% -10 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14 $1.77K <0.01% -12 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 13 $1.66K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 13 $1.65K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 12 $1.52K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 11 $1.4K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 11 $1.4K <0.01% +8 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 10 $1.28K <0.01% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 10 $1.27K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10 $1.27K <0.01% -1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $1.27K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 10 $1.27K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 9 $1.14K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 9 $1.14K <0.01% -85 13F-HR Timeline