Curi Capital, LLC More: the full row for Curi Capital, LLC 1,638 $209K <0.01% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,609 $205K 0.03% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,608 $205K 0.01% +2 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,601 $204K <0.01% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,600 $204K 0.01% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,583 $202K <0.01% -7,134 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 1,581 $202K 0.04% -1,828 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,580 $202K 0.14% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,576 $201K 0.04% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,554 $198K 0.06% +582 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,531 $195K <0.01% +826 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,422 $181K 0.03% +172 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,405 $179K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,285 $164K <0.01% +5 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,274 $163K <0.01% +261 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,200 $153K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,191 $152K 0.11% +1,187 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,060 $144K 0.01% +249 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,075 $137K 0.02% +32 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,057 $135K 0.02% +66 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,038 $132K 0.04% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,036 $132K <0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,011 $129K 0.08% +22 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,000 $128K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 980 $125K 0.01% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 972 $124K 0.01% new 13F-HR/A Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 870 $111K 0.08% new 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 855 $109K <0.01% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 852 $109K 0.06% -770 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 830 $106K <0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 813 $104K 0.09% -108 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 805 $103K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 800 $102K 0.05% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 785 $100K 0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 782 $99.8K 0.01% +13 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 718 $91.8K 0.05% +5 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 710 $90.6K 0.01% +22 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 698 $89.1K 0.04% +457 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 691 $88K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 670 $85K <0.01% -22 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 665 $84.8K <0.01% -814 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 662 $84.5K <0.01% +22 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 662 $84.5K 0.02% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 645 $82.3K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 620 $79.1K <0.01% -56,755 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 612 $78.1K 0.04% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 598 $76.3K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 569 $72.6K 0.03% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 565 $72.1K 0.03% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 539 $69K 0.04% -45 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 540 $68.9K <0.01% -8 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 486 $62.1K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 467 $60K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 465 $59.3K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 456 $58.2K <0.01% -52 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 437 $55.8K 0.01% -9 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 435 $55.5K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 433 $55.1K 0.04% -28 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 413 $52.7K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 402 $51.3K 0.03% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 401 $51.2K <0.01% +25 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 385 $49.1K 0.02% +5 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 380 $48.5K 0.01% 0 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 375 $47.8K 0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 334 $42.6K 0.03% +29 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 298 $38.7K 0.01% -51 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 303 $38.7K <0.01% -69 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 302 $38.5K <0.01% -2,012 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 300 $38.3K 0.01% +20 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 297 $37.9K <0.01% +287 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 296 $37.8K <0.01% new 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 283 $36.8K 0.01% +4 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 284 $36.2K 0.02% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 279 $35.6K 0.01% -1,319 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 272 $34.7K <0.01% 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 270 $34.4K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 266 $34K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 265 $33.8K <0.01% +2 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 256 $32.7K 0.02% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 248 $31.6K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 236 $30.1K <0.01% +61 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 228 $29.1K 0.01% +33 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 225 $28.7K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 224 $28.6K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 217 $27.7K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 210 $26.8K 0.02% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 204 $26K 0.01% +146 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 211 $26K 0.01% +20 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 205 $26K <0.01% +56 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 200 $25.5K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 200 $25.5K 0.02% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 198 $25.3K <0.01% -60 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 195 $24.9K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 192 $24.4K <0.01% +14 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 187 $23.8K 0.01% +1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 177 $22.6K <0.01% -54 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 169 $22K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 167 $21.3K <0.01% -359 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 163 $20.8K <0.01% +12 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 157 $20K <0.01% -63 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 150 $19.1K <0.01% -9 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 148 $18.9K <0.01% +4 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 128 $18.6K 0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 142 $18K 0.01% -536 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 138 $17.6K <0.01% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 132 $16.8K <0.01% -290 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 130 $16.6K <0.01% +34 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 110 $16.3K 0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 127 $16.2K <0.01% 0 13F-HR/A Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 126 $16.1K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 121 $15.5K <0.01% -14 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 120 $15.3K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 119 $15.2K <0.01% +2 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 113 $14.4K <0.01% +6 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 113 $14.4K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 107 $13.7K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 104 $13.3K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 102 $13K <0.01% +4 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 102 $13K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 102 $13K 0.01% +1 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 100 $12.8K 0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 94 $12K <0.01% +90 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 11,676 $11.7K <0.01% +2,109 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 91 $11.6K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 90 $11.5K <0.01% +18 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 89 $11.4K <0.01% +5 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 85 $10.8K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 84 $10.7K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 81 $10K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 78 $9.95K <0.01% +11 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 67 $9.5K <0.01% -46 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 71 $9.06K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 67 $8.55K <0.01% +44 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 67 $8.55K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 66 $8.46K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 65 $8.29K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 64 $8.16K <0.01% +4 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 69 $8K <0.01% +20 13F-HR/A Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 59 $8K <0.01% +1 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 60 $7.66K 0.01% 0 13F-HR/A Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 59 $7.54K 0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 59 $7.53K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 57 $7.5K <0.01% +53 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 58 $7.4K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 57 $7.29K <0.01% -24 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 56 $7.14K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 53 $6.76K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 52 $6.63K 0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 52 $6.58K <0.01% -5 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 50 $6.38K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 47 $6K <0.01% +1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 45 $5.74K <0.01% -37 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 44 $5.61K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 44 $5.61K <0.01% +7 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 43 $5.49K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 41 $5.23K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 40 $5K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 37 $4.72K <0.01% +33 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 37 $4.72K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 36 $4.59K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 35 $4.48K 0.01% -10 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 35 $4.46K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 34 $4.34K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 32 $4.08K <0.01% +22 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 31 $3.96K <0.01% +10 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 31 $3.92K <0.01% +3 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 30 $3.83K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 28 $3.63K <0.01% -50 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 27 $3.44K <0.01% 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 27 $3.44K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 25 $3.19K <0.01% -62 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 25 $3.19K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 24 $3.06K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 24 $3.06K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 27 $3K <0.01% 0 13F-HR Timeline Group Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 23 $2.98K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 20 $2.93K <0.01% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 22 $2.81K <0.01% -14 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 22 $2.81K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 22 $2.81K <0.01% +6 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 20 $2.55K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 20 $2.55K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 19 $2.42K <0.01% +9 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 19 $2.42K <0.01% +15 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 18 $2.3K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 17 $2.17K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 17 $2.17K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 16 $2.07K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 16 $2.04K <0.01% +11 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 16 $2.04K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 18 $2K <0.01% +6 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 15 $1.91K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15 $1.91K <0.01% -4 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 15 $1.91K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 15 $1.91K <0.01% +10 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 14 $1.79K <0.01% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 13 $1.78K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 12 $1.55K <0.01% -1 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 12 $1.53K <0.01% +6 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 10 $1.28K <0.01% -291 13F-HR Timeline Group