Montis Financial, LLC More: the full row for Montis Financial, LLC 1,288 $436K 0.09% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,273 $431K <0.01% +618 13F-HR Timeline Group RBO & CO LLC More: the full row for RBO & CO LLC 1,289 $429K 0.07% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,250 $423K 0.08% -25 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) 1,248 $422K 0.01% +1,146 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,235 $418K 0.01% +23 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,234 $410K <0.01% +176 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,388 $402K 0.01% +574 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,185 $401K <0.01% -110 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,177 $398K <0.01% +435 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,149 $389K 0.01% -12 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 1,102 $373K 0.38% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,100 $372K <0.01% -2,755 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,098 $372K 0.18% +25 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,081 $366K <0.01% +273 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,058 $358K 0.17% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,054 $357K <0.01% +74 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,049 $355K 0.01% +30 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,049 $355K <0.01% +43 13F-HR Timeline Group Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,035 $350K 0.14% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,027 $348K 0.01% -48 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,000 $342K 0.03% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,007 $341K <0.01% -1,898 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 1,007 $341K 0.1% +431 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 1,426 $340K 0.03% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,003 $339K 0.01% -141 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 1,000 $338K <0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 998 $338K 0.01% +50 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,009 $337K 0.08% new 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 989 $335K 0.04% 0 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 963 $326K 0.36% -360 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 952 $322K <0.01% +30 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 952 $322K 0.02% +70 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 957 $319K 0.02% -92 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 940 $318K 0.31% 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 932 $315K 0.06% +228 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 919 $311K <0.01% -305 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 902 $305K 0.01% +161 13F-HR/A Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 901 $305K 0.01% +17 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 924 $304K -6,179 Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 893 $302K 0.02% -552 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 876 $296K 0.2% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 871 $295K 0.02% +9 13F-HR Timeline Group EJMK Ventures LLC More: the full row for EJMK Ventures LLC 858 $290K 0.16% -269 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 869 $289K <0.01% +132 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 843 $289K 0.02% -358 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 853 $289K 0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 842 $285K 0.01% -618 13F-HR Timeline Grandeur Peak Global Advisors, LLC More: the full row for Grandeur Peak Global Advisors, LLC 848 $283K 0.07% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 829 $281K 0.06% +57 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 834 $279K 0.01% new 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 813 $278K 0.21% +322 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 812 $275K 0.11% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 807 $273K 0.02% -40 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 800 $271K <0.01% -339 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 791 $268K 0.06% +29 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 798 $267K 0.06% -65 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 776 $263K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 786 $262K 0.03% +68 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 767 $260K 0.11% -154 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 763 $258K 0.1% 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 759 $257K 0.01% +21 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 765 $255K 0.01% +103 13F-HR/A Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 755 $255K 0.18% 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 750 $254K 0.08% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 750 $254K 0.05% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 749 $253K 0.01% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 761 $253K 0.02% +637 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 745 $252K 0.08% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 743 $251K 0.03% -89 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 750 $250K 0.04% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 734 $248K <0.01% -80 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 731 $247K <0.01% new 13F-HR Timeline Group PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 725 $246K 0.01% +129 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 723 $245K <0.01% +24 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 717 $243K 0.06% +2 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 717 $243K 0.02% -484 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 711 $242K 0.01% +24 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 700 $240K 0.42% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 705 $239K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 700 $238K <0.01% +56 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 697 $236K 0.05% +34 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 678 $235K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 692 $235K <0.01% +156 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 681 $231K <0.01% -34 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 680 $230K 0.14% +3 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 662 $224K 0.03% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 655 $222K 0.01% -5 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 660 $220K 0.02% -231 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 650 $220K 0.2% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 649 $220K <0.01% +6 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 625 $212K 0.07% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 623 $211K 0.01% +67 13F-HR Timeline Group Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 623 $211K 0.06% -13 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 593 $211K 0.09% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 618 $209K <0.01% -1,028 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 636 $208K 0.01% +54 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 610 $206K 0.09% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 610 $206K 0.01% -104 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 620 $206K 0.02% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 581 $204K 0.02% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 610 $204K 0.01% 0 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 603 $204K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 600 $203K 0.02% -591 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 600 $203K 0.17% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 518 $175K 0.02% -142 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 498 $168K <0.01% +58 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 497 $168K 0.01% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 500 $166K 0.09% +70 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 468 $158K 0.02% -2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 463 $156K <0.01% +117 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 450 $152K 0.02% -3 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 456 $149K 0.01% -129 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 392 $133K <0.01% -13 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 387 $131K 0.02% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 377 $128K 0.01% +350 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 359 $122K <0.01% +314 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 347 $117K 0.01% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 346 $117K 0.07% +23 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 340 $115K <0.01% +100 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 305 $103K 0.1% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 300 $102K 0.05% +271 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 296 $100K <0.01% -13 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 296 $100K 0.07% -146 13F-HR Timeline City State Bank More: the full row for City State Bank 285 $96.5K 0.03% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 282 $93.9K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 265 $89.7K <0.01% +90 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 263 $89K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LRI Investments, LLC More: the full row for LRI Investments, LLC 263 $88.3K 0.01% -51 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 260 $88K <0.01% -4,943 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 254 $86K <0.01% +10 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 252 $85.3K <0.01% -359 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 235 $79.5K <0.01% -6 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 221 $73.6K <0.01% +30 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 215 $72.8K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 200 $67.7K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 191 $64.6K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 168 $56.9K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 157 $53K <0.01% +21 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 146 $49.4K 0.01% +104 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 130 $48.4K 0.03% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 126 $42.7K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 121 $41K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 119 $40.3K <0.01% +18 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 118 $39.9K <0.01% new 13F-HR/A Timeline Triumph Capital Management More: the full row for Triumph Capital Management 110 $37.2K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 110 $37.2K <0.01% +49 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 103 $34.9K <0.01% -25 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 101 $34.5K <0.01% -1 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 100 $34K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 100 $33.8K <0.01% new 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 100 $33.8K 0.02% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 100 $33.8K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 98 $33.6K 0.03% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $33.3K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 95 $32.2K <0.01% -303 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 91 $30.8K 0.01% +8 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 90 $30.5K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 88 $29.8K <0.01% -1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 85 $28.8K <0.01% +50 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 85 $28.8K <0.01% +10 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 85 $27.7K <0.01% -31 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 81 $27.4K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 80 $27.1K <0.01% -100 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 80 $27K <0.01% -501 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 78 $26.4K <0.01% +21 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 75 $25.3K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 74 $25K <0.01% +8 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 74 $25K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 75 $25K <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 72 $24.4K 0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 68 $23K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 66 $22.3K <0.01% -16 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 65 $22K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 61 $20.4K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 60 $20.3K 0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 60 $20.3K 0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 58 $19.6K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 56 $19K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 55 $18.6K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 54 $18.3K <0.01% +4 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 51 $17.3K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 50 $16.9K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 47 $15.8K <0.01% +2 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 45 $15.3K <0.01% +11 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 45 $15.2K <0.01% -95 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 43 $14.7K <0.01% +32 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 43 $14.6K <0.01% -19 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 40 $13.5K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 40 $13.5K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 39 $13.2K <0.01% +30 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 37 $12.5K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 36 $12.2K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 35 $11.8K <0.01% -8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 34 $11.5K <0.01% -23 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 33 $11.2K 0.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 32 $10.8K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 32 $10.8K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 32 $10.8K <0.01% -33 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 31 $10.5K <0.01% +11 13F-HR Timeline