PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,150 $251K 0.07% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,148 $250K 0.04% -276 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,147 $250K 0.01% -3 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,132 $247K 0.02% +7 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 1,131 $246K 0.04% +915 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 1,093 $238K 0.05% +2 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,088 $237K 0.02% 0 13F-HR Timeline Group Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,088 $237K 0.08% -100 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,081 $236K <0.01% +130 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,075 $234K 0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,073 $234K 0.01% new 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,070 $233K 0.16% 0 13F-HR Timeline RWC Asset Management LLP in group RWC ASSET ADVISORS (US) LLC More: the full row for RWC Asset Management LLP 1,052 $229K 0.01% new 13F-HR Timeline Group Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,052 $229K 0.15% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,050 $229K 0.11% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,073 $228K 0.19% -15 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,041 $227K 0.07% new 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 1,039 $226K 0.03% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,038 $226K 0.1% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,033 $225K 0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,030 $224K 0.1% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,029 $224K 0.01% -194 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,025 $223K 0.02% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,014 $221K 0.01% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,014 $221K 0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,006 $219K 0.04% new 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 1,001 $218K 0.01% new 13F-HR Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,000 $218K 0.05% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,000 $218K 0.03% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 992 $216K <0.01% -86 13F-HR/A Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 987 $215K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 993 $215K 0.01% +401 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 979 $215K <0.01% new 13F-HR/A Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 982 $214K 0.02% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 981 $214K 0.03% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 976 $213K 0.07% new 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 975 $212K 0.12% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 966 $211K 0.01% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 961 $209K 0.04% -840 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 949 $207K 0.07% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 945 $206K 0.01% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 944 $206K 0.04% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 940 $205K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 938 $204K 0.01% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 933 $203K 0.05% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 933 $203K 0.01% -286 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 924 $201K <0.01% -153 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 923 $201K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 893 $195K <0.01% +340 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 885 $193K 0.01% +255 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 815 $178K -65 Timeline Coastline Trust Co More: the full row for Coastline Trust Co 798 $174K 0.02% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 787 $171K 0.01% -7,836 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 740 $161K 0.01% +79 13F-HR Timeline Group Legacies Wealth LLC More: the full row for Legacies Wealth LLC 696 $152K 0.1% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 676 $147K 0.01% +41 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 675 $147K 0.04% -1,500 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 608 $133K 0.05% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 589 $128K <0.01% +19 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 581 $126K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 575 $125K 0.06% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 574 $125K <0.01% +4 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 557 $121K <0.01% +89 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 555 $121K <0.01% +55 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 536 $117K 0.03% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 534 $116K 0.01% 0 13F-HR/A Timeline Group City State Bank More: the full row for City State Bank 524 $114K 0.03% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 518 $113K 0.1% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 500 $109K 0.04% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 436 $95K <0.01% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 434 $94.6K <0.01% -19 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 431 $93.9K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 422 $92K 0.01% +91 13F-HR Timeline Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 404 $88K <0.01% -5 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 371 $80.9K 0.03% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 364 $79.3K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 362 $78.9K 0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 359 $78.4K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 350 $77K 0.03% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 350 $76.3K 0.02% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 346 $75.4K 0.03% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 336 $73.2K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 331 $72.1K 0.01% +20 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 324 $70.6K <0.01% +108 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 314 $68.4K 0.02% +248 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 304 $66.3K <0.01% -148 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 302 $65.8K <0.01% +2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 301 $65.6K <0.01% +9 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 300 $65.4K 0.01% 0 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 300 $65.4K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 286 $62.3K 0.02% +2 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 282 $61.8K 0.03% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 282 $61.4K <0.01% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 256 $56K 0.01% -63 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 241 $52.5K 0.03% +9 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 240 $52.3K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 229 $49.9K 0.04% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 228 $49.7K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 224 $48.8K <0.01% -7 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 211 $46K <0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 217 $46K 0.03% -43 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 208 $45.5K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 201 $44.1K <0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 201 $44K <0.01% 0 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 200 $43.6K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 200 $43.6K <0.01% -3 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 200 $43.6K 0.01% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 198 $43.2K 0.01% +1 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 194 $42.3K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 188 $41K <0.01% new 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 188 $41K 0.01% -5 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 186 $40.5K <0.01% -5 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 184 $39.5K <0.01% +34 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 181 $39.4K 0.01% -22 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 174 $37.9K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 165 $36K <0.01% +3 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 163 $35.7K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 156 $34K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 154 $33.6K 0.01% +93 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 155 $33K <0.01% +33 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 151 $32.8K <0.01% +4 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 150 $32.7K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 136 $29.6K 0.02% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 132 $28.8K <0.01% -426 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 132 $28.8K <0.01% -43 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 126 $27.5K 0.01% -2 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 140 $27.4K 0.04% 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 124 $27.2K <0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 122 $26.6K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 119 $25.5K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 117 $25.5K 0.02% -1 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 108 $23.5K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 104 $22.7K 0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 102 $22.3K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 100 $21.8K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 96 $20.9K 0.01% +75 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 94 $20K <0.01% +62 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 87 $19K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 85 $18.5K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 84 $18.3K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 84 $18K <0.01% +42 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 81 $17.7K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 80 $17.4K <0.01% 0 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 80 $17.4K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 81 $17K <0.01% +1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 78 $17K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 73 $15.9K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 73 $15.9K <0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 70 $15.3K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 67 $14.6K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 67 $14.6K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 65 $14.2K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 66 $14K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 65 $14K 0.01% -2 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 59 $12.9K <0.01% -11 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 56 $12.2K <0.01% +20 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 53 $11.6K <0.01% +7 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 50 $10.9K <0.01% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 50 $10.9K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 50 $10.9K 0.02% -207 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 48 $10.5K <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 45 $9.73K <0.01% +1 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 41 $8.94K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 39 $8.5K <0.01% +23 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 35 $7.63K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 28 $6.1K <0.01% -45 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 26 $5.67K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 23 $5.01K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 26 $5K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 22 $4.79K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 22 $4.54K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 20 $4.38K <0.01% +2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 20 $4.36K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 20 $4.36K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 20 $4.36K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 20 $4.36K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 19 $4.14K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 19 $4K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 19 $4K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 18 $3.92K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 18 $3.92K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 19 $3.81K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 16 $3.49K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 16 $3.39K <0.01% +6 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 15 $3.33K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 14 $3.05K <0.01% +2 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 14 $3.01K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 17 $3K <0.01% +2 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 13 $2.85K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 13 $2.83K <0.01% new 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 13 $2.83K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 13 $2.83K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 12 $2.63K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $2.62K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 10 $2.19K <0.01% 0 13F-HR/A Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 10 $2.18K <0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 10 $2.18K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 10 $2.18K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 9 $1.96K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 9 $1.96K <0.01% new 13F-HR Timeline