IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 706 $76.7K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 689 $74.8K <0.01% +476 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 675 $73.3K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 665 $72.2K 0.01% -400 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 665 $72.2K 0.03% +20 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 660 $71.7K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 655 $71.1K 0.04% +381 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 653 $70.9K <0.01% -2,809 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 640 $69.5K <0.01% -111 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 600 $65.2K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 585 $63.5K <0.01% +108 13F-HR/A Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 576 $62.5K 0.02% +3 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 567 $61.6K <0.01% +284 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 547 $59.4K 0.02% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 538 $58.4K <0.01% +86 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bank of New Hampshire More: the full row for Bank of New Hampshire 535 $58.1K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 534 $58K <0.01% +63 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 526 $57.1K <0.01% 0 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 516 $56K 0.02% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 513 $55.7K <0.01% 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 500 $54.3K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 499 $54.2K <0.01% +4 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 486 $52.8K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 472 $51.3K 0.01% +11 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 447 $48.5K <0.01% -250 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 443 $48.1K 0.02% +1 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 430 $46.6K 0.02% +3 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 420 $45.6K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 420 $45.6K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 443 $45.4K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 414 $45K 0.01% -250 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 404 $44K <0.01% +11 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 400 $43.4K 0.02% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 392 $42.6K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 389 $42.2K <0.01% -44 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 357 $38.8K <0.01% +7 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 350 $38K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 335 $36.4K <0.01% -65 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 331 $35.9K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 308 $33.4K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 300 $32.6K 0.01% -100 13F-HR/A Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 290 $31.5K 0.02% +10 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 293 $31K 0.02% -35 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 282 $30.6K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 269 $29.2K <0.01% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 259 $28K 0.02% +3 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 254 $27.6K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 253 $27.4K 0.02% +2 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 250 $27.1K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 250 $27.1K 0.01% -120 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 250 $27.1K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 235 $25.5K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 235 $25.5K 0.02% +41 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 233 $25.4K 0.01% +22 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 230 $25K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 225 $24.4K <0.01% -587 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 225 $24.4K 0.01% +157 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 224 $24.3K 0.01% +2 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 218 $23.7K <0.01% -11 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 217 $23.6K 0.01% -228 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 218 $23K <0.01% 0 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 202 $21.9K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 200 $21.7K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 199 $21.6K 0.01% -2,293 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 196 $21.3K <0.01% +2 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 190 $20.7K <0.01% -16 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 185 $20.1K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 183 $19.9K 0.01% +111 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 181 $19.7K <0.01% -115 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 180 $19.5K 0.01% +2 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 175 $19K 0.01% -84 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 170 $18.5K 0.01% +1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 160 $17.4K <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 158 $17.2K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 164 $17K <0.01% +27 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 155 $16.8K 0.01% +2 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 150 $16.3K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 150 $16.3K <0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 145 $15.6K <0.01% new 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 53 $15.2K 0.01% -87 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 136 $14.8K <0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 130 $14.1K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 128 $13.9K <0.01% +69 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 125 $13.6K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 125 $13.6K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 122 $13.3K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 122 $13.2K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 120 $13.1K 0.01% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 118 $13K 0.01% +3 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 119 $12.9K <0.01% -18 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 118 $12.8K 0.01% +2 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 116 $12.6K 0.01% new 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 112 $12.2K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 113 $12K <0.01% +40 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 106 $11.5K <0.01% -8 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 105 $11.4K <0.01% +1 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 105 $11.4K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 103 $11.2K <0.01% +1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 102 $11.1K <0.01% +61 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 102 $11.1K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 101 $11K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 100 $10.9K <0.01% -100 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 100 $10.9K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 100 $10.9K <0.01% 0 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 93 $10.1K <0.01% new 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 90 $9.77K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 84 $9.12K <0.01% -6 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 83 $9.01K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 73 $7.93K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 71 $7.71K <0.01% -206 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 69 $7.49K <0.01% -29 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 66 $7.17K <0.01% +39 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 61 $6.62K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 59 $6.41K 0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 58 $6.33K <0.01% +25 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 56 $6.13K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 53 $6K <0.01% -31 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 51 $5.54K <0.01% -15 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 50 $5.43K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 50 $5.43K 0.01% -69 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 43 $4.67K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 41 $4.45K <0.01% +26 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 41 $4.45K <0.01% +7 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 40 $4.34K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 39 $4.22K <0.01% +37 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 37 $4.02K <0.01% -55 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 37 $4.02K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 34 $3.69K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 33 $3.58K <0.01% -24 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 33 $3.58K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 30 $3.26K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 29 $3.17K <0.01% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 29 $3.15K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 29 $3.15K <0.01% -9 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 29 $3.04K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 27 $2.96K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 26 $2.82K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 25 $2.71K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 23 $2.5K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 23 $2.5K <0.01% +3 13F-HR Timeline Group Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 22 $2.39K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 22 $2.39K <0.01% 0 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 22 $2.36K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 21 $2.32K <0.01% +6 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 21 $2.28K <0.01% new 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. 20 $2.17K <0.01% 0 13F-HR Timeline Group City State Bank More: the full row for City State Bank 20 $2.17K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 20 $2.17K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 20 $2.17K <0.01% +6 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 20 $2.17K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 26 $2K <0.01% -1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 18 $1.96K <0.01% -95 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 17 $1.95K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 16 $1.74K <0.01% +1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 15 $1.63K <0.01% +7 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14 $1.52K <0.01% +12 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 12 $1.3K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 11 $1.2K <0.01% -82 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $1.09K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 10 $1.09K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10 $1.09K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 10 $1.09K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 10 $1.09K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 10 $1.09K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 10 $1.09K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 7 $1K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9 $978 <0.01% -9 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 7 $802 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7 $761 <0.01% -4 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $760 <0.01% +3 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $760 <0.01% +1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 6 $652 <0.01% 0 13F-HR/A Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5 $543 <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 4 $435 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $434 <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 4 $434 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $326 <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3 $303 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $256 <0.01% -1 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2 $217 <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 2 $217 <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2 $217 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $124 <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1 $121 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $109 <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1 $109 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $53 <0.01% 0 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 9 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 8 $0 0% +1 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% -1,244 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.