Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,166 $240K 0.01% +19 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,156 $238K <0.01% +1 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,150 $237K 0.06% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,143 $236K 0.02% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,139 $235K 0.02% +7 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 1,119 $231K 0.21% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,114 $230K 0.01% +39 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,100 $227K 0.01% +113 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,095 $226K 0.05% -141 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,091 $225K <0.01% +198 13F-HR Timeline Group Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,088 $224K 0.07% 0 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,074 $221K 0.13% +4 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,067 $220K 0.07% -253 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,045 $218K 0.01% +52 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 $217K 0.01% 0 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,044 $215K <0.01% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,041 $215K 0.13% new 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 897 $214K 0.15% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,037 $214K 0.1% -13 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,034 $213K 0.03% +28 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,030 $212K 0.09% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,015 $209K -14,582 Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,013 $209K 0.03% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,010 $208K <0.01% +86 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,003 $208K <0.01% +24 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 996 $208K 0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,007 $208K <0.01% +15 13F-HR/A Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,000 $206K 0.05% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,000 $206K 0.02% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 977 $201K 0.02% -442 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 976 $201K 0.02% -5 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 976 $201K 0.06% 0 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 975 $201K 0.11% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 972 $200K 0.09% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 970 $200K 0.01% -59 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 961 $198K 0.2% 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 959 $198K 0.01% -320 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 896 $185K <0.01% -383 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 815 $168K 0.01% 0 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 811 $167K 0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 798 $165K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 764 $158K 0.03% +228 13F-HR Timeline CX Institutional More: the full row for CX Institutional 755 $156K <0.01% -130 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 701 $145K <0.01% -33,153 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 696 $144K 0.08% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 693 $143K <0.01% -47 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 674 $139K 0.01% -2 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 647 $133K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 618 $131K <0.01% +434 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 600 $124K 0.01% +300 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 596 $123K 0.01% +260 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 581 $119K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 571 $118K <0.01% -18 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 534 $110K 0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 533 $110K <0.01% -24 13F-HR Timeline Group City State Bank More: the full row for City State Bank 524 $108K 0.03% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 518 $107K 0.09% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 500 $103K 0.04% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 500 $103K <0.01% -55 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 498 $103K <0.01% -1,117 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 478 $98.6K 0.02% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 455 $94.1K 0.01% +96 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 437 $90.1K <0.01% +113 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 423 $87.2K <0.01% -791 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hilltop National Bank More: the full row for Hilltop National Bank 404 $83.3K 0.02% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 415 $81.4K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 394 $81.3K 0.01% -37 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 384 $79.2K 0.01% -38 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 375 $77.3K <0.01% +135 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 368 $76.8K <0.01% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 371 $76.5K 0.03% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 364 $75.1K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 350 $72.2K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 350 $72K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 349 $71.9K <0.01% +198 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 346 $71.4K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 342 $70.5K <0.01% new 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 330 $68.1K 0.02% 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 314 $64.8K <0.01% +13 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 302 $62.3K <0.01% -29 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 300 $61.9K <0.01% -2 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 300 $61.9K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 294 $60.6K 0.01% +108 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 287 $59.3K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 286 $59K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 282 $58.5K 0.03% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 270 $55.7K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 265 $54.7K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 263 $54.3K 0.02% -51 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 262 $54K <0.01% -100 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 254 $52.4K 0.03% +13 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 228 $47K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 214 $45.3K <0.01% +95 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 218 $45.2K <0.01% +17 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 217 $45K 0.03% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 215 $44.4K <0.01% +4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 213 $43.9K <0.01% -11 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 209 $43.1K <0.01% +1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 204 $42.1K 0.02% -404 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 203 $42K <0.01% +109 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 200 $41.2K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 200 $41.2K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 200 $41.2K 0.01% 0 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 200 $41K <0.01% -204 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 194 $40K 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. 188 $38.8K <0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 188 $38.8K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 184 $37.9K 0.01% +3 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 174 $35.9K <0.01% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 173 $35.7K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 168 $34.6K <0.01% +18 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 165 $34K 0.01% +80 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 163 $33.8K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 159 $32.8K 0.03% -1,398 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 140 $32.4K 0.04% 0 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 156 $32.2K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 156 $32K 0.02% +91 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 149 $30.7K 0.02% +13 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 132 $27.2K <0.01% -22 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 132 $27.2K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 128 $26.4K <0.01% -4 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 125 $26K <0.01% -76 13F-HR Timeline Group DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 126 $26K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 125 $25.8K 0.01% -1 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 121 $25K <0.01% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 119 $24.4K <0.01% 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 118 $24.3K 0.01% +14 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 117 $24.1K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 114 $23.5K <0.01% +27 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 108 $22.3K <0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 100 $20.6K 0.01% new 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 100 $20.6K 0.02% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 91 $18.8K <0.01% +41 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 84 $17.7K <0.01% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 85 $17.5K 0.01% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 84 $17.3K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 83 $17.1K 0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 80 $16.5K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 81 $16K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 77 $16K <0.01% +11 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 76 $15.8K <0.01% -5,141 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 75 $15.5K 0.01% 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 74 $15.3K <0.01% +21 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 73 $15.1K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 73 $15.1K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 70 $14.4K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 68 $14K <0.01% +3 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 67 $13.8K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 67 $13.8K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 63 $13.8K <0.01% -52 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 61 $12.6K 0.01% 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 59 $12.2K <0.01% 0 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 53 $10.9K <0.01% new 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 48 $9.95K 0.01% 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 47 $9.69K <0.01% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 44 $9.13K <0.01% +41 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 44 $9.04K <0.01% -1 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 42 $8.73K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 41 $8.46K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 40 $8.26K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 39 $8.04K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 37 $7.63K <0.01% -1,298 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 36 $7.42K <0.01% -20 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 31 $6.39K <0.01% +9 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 30 $6K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 28 $5.77K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 27 $5.57K <0.01% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 26 $5.36K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 24 $4.95K <0.01% +10 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 23 $4.74K <0.01% +11 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 23 $4.74K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 22 $4.54K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 22 $4.54K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 20 $4.43K <0.01% +12 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 20 $4.12K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 20 $4.12K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 20 $4.12K <0.01% +1 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 20 $4.12K <0.01% +2 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 19 $3.94K <0.01% 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 19 $3.92K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 19 $3.92K <0.01% -62 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 19 $3.92K <0.01% +10 13F-HR Timeline BAYBAN More: the full row for BAYBAN 19 $3.92K <0.01% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 18 $3.76K <0.01% -2 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 18 $3.71K <0.01% 0 13F-HR/A Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 17 $3.51K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 17 $3.51K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 16 $3.3K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 15 $3.17K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 15 $3K <0.01% -2 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 14 $2.9K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 14 $2.89K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 13 $2.7K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 13 $2.68K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 13 $2.68K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 12 $2.48K <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $2.07K <0.01% +3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $2.06K <0.01% -10 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 10 $2.06K <0.01% +3 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 10 $2.06K <0.01% 0 13F-HR Timeline