Claro Advisors Inc. More: the full row for Claro Advisors Inc. 21,214 $283K 0.03% +199 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 20,149 $283K 0.02% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 20,671 $276K <0.01% -9,159 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 20,519 $274K 0.07% -183,459 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 20,485 $274K 0.02% +100 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 20,430 $273K <0.01% -1,528 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 20,331 $272K <0.01% +684 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 20,312 $271K 0.18% -1,039 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 20,000 $267K 0.03% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 19,905 $266K 0.01% -185 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 19,893 $266K <0.01% +4,053 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 19,880 $266K <0.01% -48,700 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 19,573 $261K 0.08% -50 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 18,905 $253K <0.01% +4,722 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 18,458 $247K 0.06% +2,920 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,460 $245K <0.01% -620 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 18,023 $241K 0.08% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 17,715 $237K <0.01% -25,735 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 17,581 $235K 0.03% new 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 17,344 $232K 0.02% -2,712 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 17,092 $228K 0.01% -8,720 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 17,045 $228K 0.01% 0 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 16,976 $227K 0.1% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,743 $226K <0.01% -627 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 16,883 $226K 0.02% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 16,791 $224K 0.01% -5,501 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 16,732 $224K <0.01% +1,755 13F-HR Timeline Group Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 16,701 $223K 0.06% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 16,465 $220K +805 Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 16,209 $217K 0.16% -27,440 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 16,202 $216K 0.01% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 16,202 $216K 0.03% +706 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 16,175 $216K <0.01% +245 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 16,157 $216K 0.01% +4,115 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 15,916 $213K 0.1% +5,916 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 15,811 $211K 0.02% -10,959 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,488 $207K 0.01% -900 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 15,430 $206K 0.03% -2,600 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 15,380 $206K <0.01% -7,126 13F-HR Timeline Group Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 15,299 $204K 0.12% 0 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 15,292 $204K 0.13% -1,000 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 14,991 $200K 0.06% -2,110 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 14,784 $198K 0.01% -3,178 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 14,749 $197K 0.02% +4,207 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 14,683 $196K 0.03% -2,551 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 14,509 $194K <0.01% +3,477 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 14,403 $192K 0.14% +3 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 14,399 $192K <0.01% +1,422 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 14,330 $191K 0.04% -3,296 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 14,319 $191K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 14,296 $191K <0.01% -21,869 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 14,143 $189K 0.01% -2,003 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 14,070 $188K 0.01% -7,461 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 13,161 $187K <0.01% +2,860 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,975 $187K <0.01% -1,368 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,347 $186K <0.01% new 13F-HR Timeline Group Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 13,900 $186K 0.01% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,741 $184K <0.01% 0 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 13,701 $183K <0.01% -107,400 13F-HR Timeline Group OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 13,555 $181K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,488 $180K 0.01% -11,579 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 13,257 $177K 0.04% -1,480 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 13,050 $174K <0.01% +3,350 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,933 $173K <0.01% +783 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 12,931 $173K 0.06% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,925 $173K <0.01% -4,125 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 12,860 $172K 0.02% -76 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12,854 $172K <0.01% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 12,743 $170K 0.03% -1,176 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 12,700 $170K 0.01% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 12,359 $165K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,218 $163K <0.01% +158 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,939 $160K <0.01% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 11,745 $157K 0.09% +330 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,379 $152K <0.01% +24 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,220 $150K 0.01% -517 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 11,211 $150K 0.05% 0 13F-HR Timeline American Trust More: the full row for American Trust 11,169 $149K 0.01% -700 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 11,089 $148K 0.02% new 13F-HR Timeline Pangea Capital Gestao de Recursos Ltda. More: the full row for Pangea Capital Gestao de Recursos Ltda. 11,000 $147K 0.1% new 13F-HR Timeline Core Capital Management & Research, inc. More: the full row for Core Capital Management & Research, inc. 10,000 $146K 0.08% 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 10,764 $144K <0.01% -3,569 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 10,723 $143K 0.02% -3,159 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 10,504 $140K 0.1% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 10,474 $140K <0.01% -1,526 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,280 $137K <0.01% -27,137 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 10,011 $134K 0.07% -16 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 10,001 $134K <0.01% -3 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 10,000 $134K 0.01% 0 13F-HR Timeline Systrade AG More: the full row for Systrade AG 10,000 $134K 0.08% new 13F-HR Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 10,000 $134K 0.02% -150,000 13F-HR Timeline Group Cliffwater LLC More: the full row for Cliffwater LLC 9,485 $127K 0.03% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 8,861 $118K 0.04% -34 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,835 $118K 0.01% +2,226 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 6,910 $92.3K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,661 $89K <0.01% -54,064 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,532 $87.3K <0.01% -2,740 13F-HR Timeline Quarry LP More: the full row for Quarry LP 6,401 $85.5K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5,878 $79K 0.05% +625 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5,880 $78.6K 0.01% +3,983 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 5,734 $76.6K 0.06% -7,788 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,712 $76.3K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,574 $74.5K <0.01% +681 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,531 $73.9K <0.01% -2,768 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 5,183 $69.2K 0.01% -301 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4,640 $62K 0.01% +3,747 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 4,598 $61.4K 0.02% -62,566 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,566 $61K <0.01% -1,661 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,555 $60.9K 0.01% +768 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,542 $60.7K <0.01% -175,101 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,545 $60.7K 0.02% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,534 $60.6K <0.01% -1,934 13F-HR Timeline Group TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 4,400 $58.8K <0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 4,000 $53.4K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,696 $49.4K <0.01% +46 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,592 $48K <0.01% +400 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,500 $46.8K 0.03% +500 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,300 $44.1K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,166 $42K <0.01% -3,559 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,051 $41K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,020 $40.3K <0.01% -15,093 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,010 $40.2K <0.01% +1,220 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 2,418 $34.8K 0.04% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,400 $32.1K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,300 $30.7K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,000 $26.7K <0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,000 $26.7K 0.01% +500 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,998 $26.7K <0.01% +210 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,867 $24.9K 0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,825 $24.4K 0.01% +75 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,809 $24.2K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,633 $23.7K <0.01% -236 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,678 $22.4K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,623 $21.7K <0.01% -1,337 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,500 $20K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,300 $17.4K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,300 $17.4K 0.01% 0 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) 1,232 $16.5K <0.01% -2,185 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,215 $16.2K <0.01% +76 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,177 $15.7K 0.01% -2,955 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,081 $14.4K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,058 $14.1K 0.01% +242 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,000 $13.4K <0.01% -200 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1,000 $13.4K 0.01% -1,500 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 1,000 $13.4K 0.01% -224 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 1,000 $13.4K 0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1,000 $13.4K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 973 $13K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 964 $12.9K <0.01% -57 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 900 $12K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 868 $11.6K <0.01% -3,020 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 863 $11.5K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 838 $11.2K <0.01% 13F-HR Timeline Group Finley Financial, LLC More: the full row for Finley Financial, LLC 771 $10.3K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 750 $10K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 750 $10K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 742 $9.91K <0.01% +332 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 719 $9.61K <0.01% +173 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 719 $9.61K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 676 $9.03K <0.01% +605 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 663 $8.86K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 663 $8.86K <0.01% -902 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 600 $8.02K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 600 $8.02K <0.01% +100 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 600 $8K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 581 $7.76K <0.01% +88 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 574 $7.67K <0.01% +364 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 560 $7.48K 0.01% +1 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 550 $7.35K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 530 $7.08K <0.01% -7,031 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 526 $7K <0.01% +105 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 519 $6.93K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 518 $6.92K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 500 $6.68K <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 500 $6.68K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 500 $6.68K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 502 $6.67K <0.01% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 479 $6.4K <0.01% +69 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 431 $5.76K <0.01% -170 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 420 $5.61K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 391 $5.22K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 350 $4.68K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 313 $4.18K <0.01% -394 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 264 $4K <0.01% -40 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 298 $3.98K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 290 $3.88K <0.01% +60 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 286 $3.82K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 277 $3.7K <0.01% -42 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 255 $3.41K <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. 252 $3.37K <0.01% -4,348 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 242 $3.23K <0.01% -4,810 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 230 $3.07K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. 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