GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,174 $437K <0.01% +93 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,164 $434K <0.01% +110 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,141 $425K 0.01% +143 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,130 $421K <0.01% +123 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,122 $418K 0.12% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,101 $410K <0.01% +1 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,098 $409K 0.17% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,079 $402K 0.01% +52 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,068 $398K 0.17% +10 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 974 $391K 0.02% +17 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,047 $390K 0.01% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,035 $385K 0.14% 0 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,025 $378K <0.01% +101 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,010 $376K <0.01% +930 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,008 $375K <0.01% -1,589 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 1,000 $372K <0.01% 0 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 1,000 $372K 0.12% -400 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 993 $370K 0.04% +250 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 989 $368K 0.04% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 995 $368K <0.01% -239 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 966 $360K 0.06% +175 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 970 $360K <0.01% -2,939 13F-HR Timeline Group Grandeur Peak Global Advisors, LLC More: the full row for Grandeur Peak Global Advisors, LLC 961 $356K 0.08% +113 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 952 $353K 0.01% +187 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 947 $353K 0.02% +54 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 923 $344K 0.14% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 815 $332K 0.01% +115 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 890 $331K 0.2% +135 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 885 $329K 0.01% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 884 $329K 0.01% -17 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 876 $326K 0.19% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 876 $326K 0.01% +23 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 875 $326K 0.02% +4 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 873 $325K <0.01% -46 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 871 $324K 0.06% +73 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 780 $320K 0.1% -617 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 846 $317K 0.02% +3 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 835 $311K 0.05% +6 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 827 $308K <0.01% +178 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 824 $307K 0.03% new 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 821 $306K 0.22% -119 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 807 $300K 0.02% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 805 $300K 0.01% +46 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 800 $298K <0.01% 0 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 787 $293K <0.01% +53 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 790 $293K 0.04% +40 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 783 $292K 0.05% -149 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 780 $290K <0.01% +4 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 779 $289K 0.09% new 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 750 $279K 0.07% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 750 $279K 0.05% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 745 $277K 0.08% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 740 $276K 0.06% +23 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 739 $275K 0.01% -163 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 736 $274K <0.01% -1,710 13F-HR Timeline Group PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 728 $271K 0.01% +3 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 727 $271K 0.01% new 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 727 $271K 0.03% +209 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 754 $271K 0.01% -48,000 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 721 $268K 0.03% +121 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 717 $267K 0.02% -235 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 715 $266K 0.07% +18 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 704 $263K 0.01% -7 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 699 $260K 0.01% +76 13F-HR Timeline Group Accuvest Global Advisors More: the full row for Accuvest Global Advisors 695 $259K 0.22% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 685 $255K 0.02% -1,429 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 681 $254K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 675 $251K <0.01% +410 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 670 $250K <0.01% new 13F-HR Timeline Group Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 670 $249K 0.12% -10 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 667 $249K <0.01% -25 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 662 $246K 0.03% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 655 $244K 0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 651 $242K <0.01% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 650 $242K 0.2% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 649 $242K <0.01% -74 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 641 $239K 0.07% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 634 $236K 0.36% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 622 $232K 0.01% +19 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 618 $230K <0.01% -2,683 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 618 $230K 0.04% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 612 $228K 0.01% -24 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 610 $227K 0.09% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 610 $225K 0.01% 0 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 606 $225K <0.01% new 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 605 $224K <0.01% -264 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 602 $224K 0.01% new 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 600 $223K 0.05% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 600 $223K 0.15% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 595 $221K 0.06% new 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 593 $221K 0.08% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 586 $218K <0.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 583 $217K <0.01% new 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 600 $216K 0.13% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 575 $214K <0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 570 $212K 0.03% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 565 $210K <0.01% -53 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 557 $207K 0.01% +210 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 552 $206K 0.02% new 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 550 $205K 0.1% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 550 $205K 0.06% new 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 550 $203K 0.08% +50 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 547 $203K 0.01% -113 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 543 $202K 0.18% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 539 $201K <0.01% new 13F-HR Timeline Group Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 491 $186K 0.14% -322 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 497 $185K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 468 $174K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 456 $168K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 450 $168K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 442 $164K <0.01% -56 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 421 $156K <0.01% -42 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 402 $150K 0.01% +25 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 395 $147K <0.01% +350 13F-HR Timeline LANDESBANK BADEN-WUERTTEMBERG More: the full row for LANDESBANK BADEN-WUERTTEMBERG 400 $147K 0.05% -1,200 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 387 $144K 0.02% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 377 $140K 0.03% -390 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 323 $120K 0.05% -23 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 305 $114K 0.1% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 303 $113K <0.01% +7 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) 299 $111K <0.01% -949 13F-HR Timeline Group City State Bank More: the full row for City State Bank 285 $106K 0.02% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 276 $103K <0.01% -6 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 265 $98.7K 0.03% +50 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 263 $97.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 254 $94.6K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 251 $93K <0.01% -9 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 235 $87.5K 0.05% -61 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 231 $86K <0.01% -161 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 200 $74.5K 0.01% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 200 $74.5K <0.01% -1,364 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 196 $73K <0.01% -39 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 193 $71.9K <0.01% +83 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 173 $63.3K 0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 168 $62.6K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 155 $57.7K <0.01% -204 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 153 $56.7K <0.01% -68 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 142 $52.9K <0.01% new 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 140 $52.1K <0.01% -200 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 139 $51.7K 0.02% +79 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 138 $51.4K <0.01% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 135 $50.3K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 121 $45K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 119 $44.3K 0.01% -27 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 118 $43.9K <0.01% 0 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 127 $43.1K 0.05% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 113 $42.1K <0.01% +28 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 140 $42K 0.02% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 112 $41.5K <0.01% -151 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 110 $41K 0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 104 $38.7K 0.02% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 103 $38.3K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 102 $38K <0.01% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 102 $38K 0.01% +98 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 102 $37.9K <0.01% +1 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 101 $37.6K <0.01% -18 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 100 $37.2K <0.01% 0 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 100 $37.2K 0.02% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 100 $37.2K <0.01% new 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 100 $37.2K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $37.1K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 100 $37K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 98 $36.5K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 94 $35K <0.01% +6 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 94 $35K 0.01% +3 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 90 $33.5K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 85 $31.6K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 84 $31.2K <0.01% -1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 82 $30.5K 0.01% +39 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 81 $30.2K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 80 $29.8K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 75 $28K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 74 $27.5K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 68 $25.3K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 66 $24.6K <0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 65 $24.2K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 64 $24K <0.01% +33 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 61 $22.6K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 60 $22.3K <0.01% -14 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 57 $21.2K <0.01% +26 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 56 $20.8K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 50 $20.5K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 53 $19.7K <0.01% +2 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 53 $19.7K <0.01% -5 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 52 $19.4K <0.01% +18 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 50 $18.6K <0.01% new 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 47 $17.4K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 46 $17.1K 0.01% -254 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 46 $17K <0.01% +1 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 40 $14.9K <0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 40 $14.9K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 40 $14.9K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 39 $14.5K <0.01% +20 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 37 $13.8K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 37 $13.8K <0.01% -2 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 36 $13.4K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 35 $13K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 35 $13K <0.01% +3 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 35 $13K <0.01% +10 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 34 $12.7K <0.01% +14 13F-HR Timeline Group