Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 4,965 $207K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,936 $206K <0.01% +926 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,924 $206K <0.01% +55 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,914 $205K 0.01% -37 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,901 $205K 0.03% -1,035 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,878 $204K <0.01% -5,439 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 4,859 $203K 0.01% +22 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,806 $201K 0.05% -5,809 13F-HR Timeline AXIOM INVESTORS LLC /DE More: the full row for AXIOM INVESTORS LLC /DE 4,720 $197K <0.01% -2,448 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 4,664 $195K 0.16% +260 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,581 $191K 0.01% +435 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,268 $178K 0.01% -368 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,162 $174K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,660 $153K <0.01% -792 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 3,533 $147K 0.04% +1,793 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,418 $143K 0.01% -1,739 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,323 $139K <0.01% +2,158 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $130K 0.1% -1 13F-HR Timeline Amount filed as zero, left out of ratios. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,946 $123K <0.01% -51 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,734 $122K 0.08% 0 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 2,820 $118K 0.04% 0 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,774 $116K 0.01% -34 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,704 $113K <0.01% -175 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,562 $107K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,298 $95.9K <0.01% +119 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,248 $93.8K 0.01% -416 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,225 $92.9K <0.01% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 2,200 $91.8K 0.09% -2,400 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 2,101 $87.7K 0.12% -500 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,076 $86.7K 0.01% -1,075 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,061 $86K <0.01% -188 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,012 $84K 0.02% -970 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,952 $81K <0.01% -1,087 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,850 $77.2K <0.01% +1,607 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,844 $77K 0.01% +47 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,827 $76.3K 0.01% -9,059 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,745 $72.8K <0.01% -795 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,674 $69.9K 0.01% -3,796 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,610 $67.2K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,566 $65K <0.01% +80 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,451 $60.6K <0.01% +3 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,433 $59.8K <0.01% +662 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,386 $57K <0.01% -31,331 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,323 $55.2K 0.03% -4 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,298 $54.2K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,208 $50.4K 0.05% -54 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,056 $44.1K <0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,002 $41.8K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 980 $40.9K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 948 $39.6K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 943 $39.4K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 929 $38.8K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 912 $38.1K <0.01% -410 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 904 $37.7K <0.01% +557 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 830 $37.6K +288 Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 810 $33.8K <0.01% +36 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 801 $33.4K 0.02% -7 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 786 $32.8K <0.01% -64,987 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 762 $31.8K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 745 $31.1K 0.01% +517 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 729 $30.4K 0.02% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 642 $27.1K <0.01% +272 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 618 $25.8K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 596 $24.9K <0.01% -193 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 552 $23K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 520 $21.7K <0.01% +93 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 475 $19.8K <0.01% -686 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 463 $19.3K <0.01% new 13F-HR Timeline Group Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 459 $19.2K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 441 $18.4K <0.01% +149 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 424 $17.7K <0.01% +93 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 405 $17.6K <0.01% -29 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 408 $17K 0.01% +164 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 375 $15.7K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 370 $15.4K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 358 $14.9K <0.01% +129 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 358 $14.9K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 351 $14.7K <0.01% +181 13F-HR Timeline Group Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 331 $13.8K 0.01% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 323 $13K 0.01% 0 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 308 $12.9K <0.01% +2 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 308 $12.9K <0.01% +36 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 296 $12.4K <0.01% +114 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 295 $12.3K <0.01% -16 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 294 $12.3K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 292 $12.2K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 289 $12.1K <0.01% +25 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 293 $12K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 285 $11.9K <0.01% +27 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 297 $11.1K 0.01% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 246 $10.3K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 243 $10.1K -1,068 Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 241 $10.1K <0.01% -1,700 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 226 $9.43K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 224 $9.35K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 210 $8.77K <0.01% +41 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 210 $8.68K <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 205 $8.56K <0.01% +145 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 200 $8.38K <0.01% +1 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 198 $8.27K 0.01% -2 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 192 $8.01K 0.01% +34 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 179 $7.5K <0.01% +134 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 179 $7.47K <0.01% +2 13F-HR/A Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 178 $7.42K <0.01% -22 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 176 $7.35K <0.01% +8 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 179 $7K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 162 $6.76K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 155 $6.47K <0.01% -38 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 142 $5.93K <0.01% -1,324 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 138 $5.76K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 136 $5.68K <0.01% +130 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 133 $5.55K <0.01% -710 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 132 $5.51K <0.01% +123 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 132 $5.51K <0.01% -445 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 129 $5.38K <0.01% +50 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 124 $5.18K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 113 $4.72K <0.01% -151 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 109 $4.55K <0.01% +28 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 106 $4.42K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 102 $4.26K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 102 $4.26K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 101 $4.22K <0.01% +24 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 100 $4.21K <0.01% -76 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 100 $4.17K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 97 $4.05K <0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 96 $4.01K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 96 $4.01K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 92 $3.84K <0.01% +20 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 90 $3.76K <0.01% -156 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 88 $3.69K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 88 $3.67K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 85 $3.55K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 84 $3.51K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 82 $3.42K <0.01% -29 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 81 $3.38K <0.01% +7 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 73 $3.05K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 72 $3.01K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 94 $3K <0.01% +19 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 71 $2.96K <0.01% +23 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 68 $2.84K <0.01% +20 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 67 $2.8K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 63 $2.63K <0.01% +61 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 62 $2.59K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 59 $2.46K <0.01% +49 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 54 $2.25K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 53 $2.21K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 52 $2.17K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 52 $2.17K <0.01% +10 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 52 $2.17K <0.01% +8 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 51 $2.13K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 50 $2.08K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 47 $1.96K <0.01% -15 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 45 $1.88K <0.01% -30 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 45 $1.88K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 37 $1.54K <0.01% -1,611 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 36 $1.5K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 34 $1.42K <0.01% +16 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 33 $1.38K <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 30 $1.25K <0.01% -230 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 29 $1.21K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 29 $1.21K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 28 $1.17K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 24 $1K <0.01% -17 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 36 $1K <0.01% 0 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 20 $1K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 22 $919 <0.01% +8 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 21 $877 <0.01% -29 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 20 $835 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 18 $773 <0.01% -1 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 18 $751 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 17 $710 <0.01% +13 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 17 $710 <0.01% -2 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 15 $626 <0.01% -56 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 14 $585 <0.01% -8 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 14 $584 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 14 $584 <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 12 $503 <0.01% -1 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 12 $501 <0.01% new 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 12 $501 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 10 $422 <0.01% +6 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 10 $416 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 9 $376 <0.01% +2 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $376 <0.01% -5 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 7 $292 <0.01% +5 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 7 $292 <0.01% -83 13F-HR Timeline MOTCO More: the full row for MOTCO 6 $250 <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 6 $249 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5 $209 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 5 $209 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $209 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4 $167 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3 $126 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3 $126 <0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $84 <0.01% -10 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $42 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $42 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $13 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.