Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 353 $273K 0.13% 13F-HR/A Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 350 $270K 0.03% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 349 $269K 0.01% -9 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 349 $269K 0.11% -68 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 345 $267K 0.03% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 343 $265K 0.07% new 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 343 $265K 0.11% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 342 $264K 0.14% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 341 $263K 0.01% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 340 $262K 0.01% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 340 $262K 0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 347 $262K 0.09% +272 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 335 $259K 0.06% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 331 $256K 0.03% -130 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 331 $255K 0.02% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 330 $255K 0.02% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 329 $254K 0.01% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 328 $253K 0.04% new 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 327 $252K 0.09% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 321 $248K 0.01% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 320 $247K 0.05% new 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 320 $247K 0.06% new 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 320 $247K 0.02% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 320 $247K 0.18% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 334 $245K 0.06% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 317 $245K 0.01% -68 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 317 $245K 0.04% -70 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 317 $245K 0.01% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 316 $244K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 315 $243K 0.03% +7 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 315 $243K 0.07% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 314 $242K 0.02% +260 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 314 $242K 0.07% -1,665 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 312 $241K 0.16% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 310 $239K 0.01% new 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 310 $239K 0.21% 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 310 $239K 0.07% new 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 309 $239K 0.12% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 309 $239K <0.01% new 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 308 $238K 0.18% 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 308 $238K 0.03% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 308 $238K 0.04% +280 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 308 $238K 0.04% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 322 $237K 0.02% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 305 $235K 0.04% new 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 303 $234K 0.03% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 302 $233K 0.01% -279 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 302 $233K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 301 $233K 0.01% -73 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 301 $232K 0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 301 $232K 0.14% +17 13F-HR Timeline Bell Bank More: the full row for Bell Bank 300 $232K 0.01% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 300 $232K 0.06% new 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 300 $232K 0.24% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 300 $232K 0.01% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 298 $230K 0.08% -56 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 295 $228K 0.1% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 293 $226K 0.05% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 290 $224K 0.06% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 288 $222K 0.06% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 288 $222K 0.17% +15 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 286 $221K 0.02% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 285 $220K <0.01% new 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 285 $220K 0.03% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 285 $220K 0.09% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 283 $218K 0.01% +219 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 281 $217K 0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 281 $217K 0.16% -79 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 280 $216K 0.03% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 280 $216K 0.02% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 294 $215K 0.02% -18 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 279 $215K 0.22% new 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 279 $215K 0.09% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 278 $215K 0.02% +115 13F-HR Timeline Morgan Creek Capital Management, LLC More: the full row for Morgan Creek Capital Management, LLC 276 $213K 0.06% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 274 $212K 0.11% -77 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 274 $211K 0.01% new 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 274 $211K 0.17% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 274 $211K 0.07% 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 273 $211K 0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 272 $210K 0.09% +157 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 271 $209K 0.03% +15 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 271 $209K <0.01% +93 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 268 $207K 0.01% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 265 $205K 0.09% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 264 $204K 0.1% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 264 $204K 0.08% new 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 263 $203K 0.05% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 262 $202K 0.09% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 262 $202K 0.13% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 260 $201K 0.12% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 259 $200K <0.01% new 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 254 $196K <0.01% 0 13F-HR/A Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 253 $194K <0.01% -107 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 250 $193K 0.03% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 250 $193K 0.02% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 245 $189K 0.12% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 243 $188K 0.05% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 239 $184K <0.01% -40 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 211 $163K <0.01% -14 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 210 $162K 0.03% -71 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 202 $156K <0.01% 0 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 200 $154K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 198 $153K 0.01% +5 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 195 $151K 0.01% -16 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 194 $150K 0.02% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 193 $149K 0.04% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 190 $147K 0.05% -14 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 189 $146K 0.02% +39 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 183 $141K <0.01% new 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 175 $135K 0.09% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 170 $131K <0.01% -25 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 169 $130K <0.01% +15 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 164 $127K 0.03% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 163 $126K 0.04% +38 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 161 $124K 0.07% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 150 $116K 0.03% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 145 $112K 0.01% -5 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 145 $112K 0.06% new 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 142 $110K 0.03% new 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 142 $110K 0.02% 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 140 $108K 0.08% 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 139 $107K 0.11% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 137 $106K <0.01% -1 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 134 $103K <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. 132 $102K 0.01% 0 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 130 $100K <0.01% 0 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 128 $98.8K 0.02% +122 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 119 $92K <0.01% +4 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 119 $91.8K 0.08% -312 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 117 $90.3K <0.01% -15,457 13F-HR Timeline Group VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 116 $89.5K <0.01% -6,202 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 115 $88.8K 0.04% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 113 $87.2K <0.01% 13F-HR Timeline Group ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 110 $84.7K <0.01% -12,032 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 107 $82.6K 0.04% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 112 $82.1K <0.01% +109 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 106 $81.8K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 105 $81.1K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 105 $81K <0.01% +45 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 105 $81K 0.01% +53 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 104 $80.3K 0.01% +1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 102 $79K 0.02% -3 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $77.2K 0.04% 0 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 97 $74.9K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 95 $74.6K 0.03% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 298 $74.1K 0.01% 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 95 $73.3K 0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 92 $70.6K 0.03% new 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. 86 $66.4K <0.01% -41 13F-HR Timeline Group St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 86 $66.4K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 82 $63.5K <0.01% -10 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 82 $63.4K 0.01% +1 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 82 $63.2K +7 Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 78 $60.2K 0.01% +16 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 77 $59.4K 0.01% -40 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 76 $58.7K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 75 $58K 0.01% -17 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 75 $57.9K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 71 $54.8K 0.02% -137 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 69 $53.3K 0.03% +68 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 69 $53.2K 0.01% +31 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 68 $52.5K 0.01% +30 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 65 $50.8K 0.04% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 65 $50.2K 0.02% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 64 $49.4K 0.02% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 64 $49.4K 0.01% +7 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 64 $49.4K 0.02% +8 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 63 $48.6K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 61 $47.1K 0.01% -20 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 60 $46.3K 0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 60 $46.3K 0.03% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 56 $43.3K 0.01% -3 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 56 $43.2K <0.01% +31 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 56 $43.2K <0.01% +21 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 55 $42.5K 0.01% -3 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 53 $41.2K <0.01% -28 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 53 $40.9K 0.02% -121 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 52 $40.2K <0.01% -10 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 51 $39.5K 0.02% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 50 $38.6K 0.04% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 50 $38.6K 0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 50 $38K 0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 49 $37.9K 0.02% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 48 $37.1K <0.01% +38 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 48 $37K 0.05% +2 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 45 $34.7K <0.01% +15 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 45 $34.7K 0.01% +17 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 45 $34.7K 0.01% +3 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 43 $33.2K <0.01% -225 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 43 $33.2K 0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 42 $32.4K 0.02% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 42 $32.1K <0.01% -3 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 41 $31.7K 0.03% 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 40 $30.9K <0.01% -13 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 40 $30.9K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 40 $30.9K <0.01% -6 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 40 $30.9K 0.03% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 40 $30.9K 0.09% 0 13F-HR Timeline Titan Wealth (CI) Ltd in group Titan Investment Solutions Ltd More: the full row for Titan Wealth (CI) Ltd 37 $28.6K 0.01% 13F-HR Timeline Group