JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,155 $351K 0.01% +146 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,136 $345K 0.01% +62 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,125 $342K <0.01% +77 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,121 $341K <0.01% -1,911 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,111 $338K <0.01% -96 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,085 $330K 0.02% -712 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,080 $328K <0.01% -10,742 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,077 $327K 0.01% +41 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,076 $327K <0.01% -18 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 1,074 $326K <0.01% +275 13F-HR/A Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 894 $323K 0.07% -123 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,058 $321K <0.01% +62 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,051 $319K 0.24% -114 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,027 $312K 0.02% -2,541 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,024 $311K 0.01% -34 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,003 $308K <0.01% +10 13F-HR Timeline Group Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 1,013 $308K 0.01% new 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 1,000 $304K 0.04% 0 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 994 $302K <0.01% -73,523 13F-HR Timeline Group Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 977 $297K 0.01% +41 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 972 $295K 0.06% +63 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 970 $295K 0.03% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 970 $295K 0.02% +156 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 968 $294K 0.02% -41 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 966 $294K 0.04% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 953 $290K 0.07% -30 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 951 $289K 0.01% -110 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 945 $287K 0.04% +6 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 941 $286K 0.01% -30 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 928 $282K <0.01% +206 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 928 $282K <0.01% -1 13F-HR Timeline MENDON CAPITAL ADVISORS CORP More: the full row for MENDON CAPITAL ADVISORS CORP 20,000 $278K 0.11% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 901 $274K 0.1% 0 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 900 $274K <0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 898 $273K 0.02% -26 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 892 $271K 0.02% -150 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 885 $266K 0.01% +13 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 872 $265K 0.04% +291 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 869 $264K <0.01% +42 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 867 $263K 0.01% +7 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 865 $263K <0.01% -14 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 855 $260K 0.03% -83 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 840 $255K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 833 $253K 0.02% -107 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 824 $250K 0.02% +38 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 820 $249K 0.14% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 819 $249K 0.01% +337 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 808 $246K <0.01% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 798 $243K 0.14% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 790 $240K 0.01% -41 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 784 $238K <0.01% -28,045 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 774 $235K 0.02% -18 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 772 $235K 0.01% +146 13F-HR/A Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 763 $232K 0.01% -67 13F-HR Timeline 111 Capital More: the full row for 111 Capital 749 $228K 0.06% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 741 $225K <0.01% +5 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 738 $224K 0.2% 0 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 737 $224K <0.01% -142 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 736 $224K 0.01% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 723 $220K 0.04% new 13F-HR Timeline Group Expressive Wealth LLC More: the full row for Expressive Wealth LLC 580 $218K 0.21% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 684 $208K <0.01% +90 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 676 $206K <0.01% -429 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 676 $205K <0.01% new 13F-HR Timeline Group OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 672 $204K 0.1% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 670 $204K 0.06% 0 13F-HR/A Timeline American Trust More: the full row for American Trust 666 $202K 0.02% -105 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 662 $201K 0.13% 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 661 $201K <0.01% new 13F-HR Timeline Group VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 900 $200K 0.09% +200 13F-HR Timeline CX Institutional More: the full row for CX Institutional 637 $194K 0.01% -300 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 631 $192K <0.01% +126 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 510 $156K 0.01% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 500 $152K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 452 $137K 0.01% +126 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 434 $132K <0.01% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 371 $113K 0.01% +116 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 368 $112K 0.01% -2 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 365 $111K 0.09% +1 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 333 $101K 0.02% +100 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 331 $101K 0.02% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 328 $99.8K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 319 $97K <0.01% 0 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 315 $95.7K 0.03% +139 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 288 $87.5K <0.01% -32 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 249 $75.5K 0.02% -83 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 248 $75.4K <0.01% +3 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 246 $74.8K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 246 $74.8K <0.01% -22 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 238 $72.3K <0.01% -57 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 230 $70K <0.01% 0 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 216 $65.6K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 216 $65.6K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 202 $61.5K <0.01% +43 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 199 $60.8K 0.01% +5 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 192 $58.4K 0.01% -7 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 189 $58K 0.04% -55 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 190 $57.7K 0.02% +90 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caldwell Trust Co More: the full row for Caldwell Trust Co 186 $56.5K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 185 $56.2K <0.01% +40 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 167 $51.1K <0.01% +48 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 160 $49.1K 0.04% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 155 $47.1K 0.02% 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 150 $45.6K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 141 $42.9K <0.01% -247 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 139 $42.2K <0.01% +21 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 137 $42.1K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 137 $41.6K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 136 $41.3K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 114 $34.6K <0.01% +60 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 111 $33.7K <0.01% -63 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 104 $31.6K <0.01% -4 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 103 $31.3K <0.01% +3 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $30.4K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 100 $30.4K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 98 $29.8K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 84 $25.5K 0.01% +4 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 84 $25.5K <0.01% +61 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 82 $24.9K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 80 $24K 0.01% 0 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 77 $23.4K <0.01% +1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 73 $22.2K <0.01% -6 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 73 $22.2K 0.02% -548 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 70 $21.4K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 69 $21K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 58 $17.6K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 53 $16.1K 0.01% -6 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 52 $16K <0.01% +32 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 51 $15.5K 0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 50 $15.3K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 50 $15.2K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 47 $14.3K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 47 $14.3K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 47 $14.3K <0.01% +27 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 44 $13.4K 0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 44 $13.4K 0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 40 $12.2K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 40 $12.2K <0.01% +3 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 38 $11.5K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 38 $11.5K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 37 $11.4K 0.01% -350 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 37 $11.2K <0.01% -1 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 36 $10.9K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 31 $9.42K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 29 $8.93K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 29 $8.81K <0.01% +4 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 27 $8.21K <0.01% 0 13F-HR Timeline Group Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 26 $7.9K <0.01% +8 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 25 $7.6K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 25 $7.6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 24 $7.39K <0.01% +1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 24 $7.29K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 23 $7.04K <0.01% +17 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 23 $6.99K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 23 $6.99K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 19 $6.74K <0.01% +4 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 21 $6.38K <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 21 $6.38K 0.01% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 20 $6.19K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20 $6.08K <0.01% +8 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 20 $6.08K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 21 $6K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 19 $5.78K <0.01% +6 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 19 $5.77K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 18 $5.47K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 17 $5.2K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17 $5.17K <0.01% +7 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $4.86K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 16 $4.86K <0.01% -7 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 15 $4.56K <0.01% +1 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 15 $4.56K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 13 $3.95K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 13 $3.95K <0.01% +1 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 13 $3.88K <0.01% -4 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 12 $3.65K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 11 $3.34K <0.01% +6 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 11 $3.34K <0.01% new 13F-HR/A Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 11 $3.34K <0.01% +1 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 11 $3.34K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 11 $3.34K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 11 $3.24K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 10 $3.09K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 10 $3.07K <0.01% +9 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 10 $3.04K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 10 $3.04K <0.01% +2 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 10 $3.04K <0.01% +1 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 13 $3K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9 $2.73K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8 $2.48K <0.01% -2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8 $2.43K <0.01% +5 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8 $2.43K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8 $2.43K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 8 $2.43K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7 $2K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 6 $1.82K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 6 $1.82K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6 $1.82K <0.01% -6 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 6 $1.82K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 6 $1.82K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 5 $1.52K <0.01% new 13F-HR Timeline