Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,086 $356K 0.06% +534 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,058 $354K 0.38% +495 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,051 $353K <0.01% -32,634 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,007 $349K <0.01% +469 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 4,000 $349K 0.11% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,000 $349K 0.01% +1,500 13F-HR Timeline Great Hill Capital LLC More: the full row for Great Hill Capital LLC 4,000 $349K 0.24% +152 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 3,983 $347K 0.21% -1,184 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 3,977 $347K 0.09% -3,336 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,955 $345K 0.05% +793 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,926 $342K 0.01% +68 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 3,921 $342K 0.11% +1,055 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 3,913 $341K 0.12% -182 13F-HR/A Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,877 $338K 0.08% -3,000 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,832 $334K 0.09% +731 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,811 $332K 0.08% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,757 $332K 0.04% -2,020 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 3,805 $332K 0.12% +41 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,800 $331K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,799 $331K <0.01% -329 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,775 $329K 0.02% +138 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,767 $328K 0.11% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,762 $328K 0.01% +994 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 3,756 $327K 0.17% +140 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,753 $327K 0.02% -926 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 3,731 $325K 0.08% +6 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,633 $317K 0.09% +1 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,591 $313K 0.1% -8 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,579 $312K 0.03% -1,052 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,561 $310K 0.03% +70 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,532 $308K <0.01% -17 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 3,529 $308K 10.2% -66,927 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,519 $307K 0.02% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,510 $306K 0.01% 0 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 3,485 $304K 0.09% +151 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,483 $304K 0.01% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,481 $303K 0.02% +572 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,462 $302K 0.02% -1,833 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 3,456 $301K 0.11% +916 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 3,448 $301K 0.18% 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,427 $299K 0.04% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,425 $299K 0.03% +275 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,398 $296K 0.01% +3,365 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 3,367 $293K 0.33% 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,346 $292K 0.12% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,325 $290K 0.02% -2,115 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 3,282 $288K 0.18% +160 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,306 $288K 0.03% +292 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 3,300 $288K 0.01% +900 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,283 $286K <0.01% -118 13F-HR Timeline Group A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 3,226 $281K 0.24% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,213 $280K 0.08% +147 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 3,195 $278K 0.08% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 3,194 $278K 0.09% +1,147 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 3,189 $278K 0.41% +479 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,150 $275K 0.03% +305 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,149 $274K 0.07% -207 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 3,139 $274K 0.33% +710 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,132 $273K 0.06% +9 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,106 $271K 0.02% -100 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,094 $270K 0.06% -4 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,086 $269K 0.04% +518 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,093 $269K 0.01% -112 13F-HR Timeline Group Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,080 $268K 0.2% +32 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 3,054 $266K 0.13% +9 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,051 $266K 0.05% +7 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 3,043 $265K 0.27% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,032 $264K 0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,008 $262K 0.03% new 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,000 $261K 0.05% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,971 $259K 0.01% +610 13F-HR Timeline Group PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,955 $258K 0.2% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,950 $257K 0.02% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,910 $254K 0.2% -976 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,880 $253K 0.01% new 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 2,895 $252K 0.11% new 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,870 $251K 0.1% +489 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,860 $249K 0.02% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,855 $249K 0.04% +35 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,853 $249K 0.01% -71 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 2,836 $247K 0.25% 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,834 $247K 0.08% -633 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,815 $245K 0.03% +96 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,809 $245K <0.01% +77 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,787 $243K 0.08% +200 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,787 $243K 0.03% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,737 $239K 0.04% -159 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,716 $237K 0.02% -538 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,709 $236K 0.02% -1,895 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 2,700 $235K 0.11% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,698 $235K 0.02% -269 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,679 $234K 0.12% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,678 $233K 0.1% +175 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 2,675 $233K 0.03% +55 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,665 $232K 0.17% -569 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2,552 $232K 0.19% 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,142 $231K 0.03% new 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,649 $231K 0.02% +58 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,646 $231K 0.14% -9,344 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,646 $231K 0.06% 0 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 2,622 $229K 0.21% 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,622 $229K 0.07% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,605 $227K 0.18% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,608 $227K 0.07% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,600 $227K 0.14% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,603 $226K 0.05% new 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 2,580 $225K 0.16% -320 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,577 $225K 0.03% 0 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,574 $224K 0.09% -1,511 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,574 $224K 0.07% -991 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,559 $223K 0.02% new 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 2,557 $223K 0.2% 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,556 $223K 0.02% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,550 $222K <0.01% -1,170 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,545 $222K <0.01% -918 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,535 $221K 0.03% new 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,511 $219K 0.12% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,500 $218K 0.01% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,489 $217K 0.04% +228 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,485 $217K 0.01% +35 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 2,484 $217K 0.03% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 2,500 $216K 0.05% -8 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,475 $216K 0.08% -50 13F-HR Timeline T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 2,450 $214K 0.27% 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,440 $213K 0.01% -106 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,433 $212K <0.01% +36 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,430 $212K 0.09% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,400 $209K <0.01% -70 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 2,399 $209K <0.01% -30,543 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,365 $206K 0.01% +2,085 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 2,363 $206K 0.18% 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,336 $204K 0.02% -3,352 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 2,327 $203K 0.05% -130 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 2,319 $202K 0.15% 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,315 $202K 0.04% +25 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 2,314 $202K 0.09% 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,314 $202K <0.01% +42 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,311 $201K 0.01% -21 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,298 $200K 0.18% +416 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,273 $198K 0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,186 $191K 0.14% -284 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,109 $184K 0.09% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,060 $180K 0.02% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,058 $179K 0.04% -1,956 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 2,039 $178K 0.13% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,026 $177K 0.1% +30 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 2,000 $174K 0.11% -100 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,967 $171K <0.01% +63 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 1,867 $163K 0.16% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,822 $160K 0.01% +1,433 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,829 $159K 0.04% 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 1,825 $159K 0.07% -22,087 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,825 $159K 0.06% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,774 $155K 0.05% +157 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,772 $154K 0.05% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,767 $154K 0.04% -389 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,619 $141K 0.01% -2,914 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,606 $140K 0.01% -122 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,000 $139K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,493 $130K <0.01% +1,261 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,470 $128K 0.01% +157 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,450 $126K 0.01% 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,449 $126K 0.04% -71 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,352 $118K 0.22% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,350 $118K 0.01% -4 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,268 $111K 0.08% -17 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,220 $106K 0.07% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,214 $106K 0.04% -10 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,200 $105K 0.03% +575 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 1,112 $96.9K 0.01% -1,070 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,111 $96.8K 0.04% -313 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,100 $95.9K 0.01% -65,605 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,043 $91.8K 0.03% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,047 $91.3K <0.01% -100 13F-HR Timeline Group Finley Financial, LLC More: the full row for Finley Financial, LLC 1,040 $90.6K 0.04% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,027 $89.5K 0.01% -109 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,020 $89K <0.01% +98 13F-HR Timeline Group MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 1,000 $87.2K <0.01% 0 13F-HR Timeline Group Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 1,000 $87.2K 0.04% 0 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 1,000 $87.2K 0.08% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 993 $86.5K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 940 $81.9K <0.01% -400 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 932 $81.2K 0.06% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 928 $81K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 888 $77.4K 0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 878 $76.5K 0.02% +61 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 845 $73.6K 0.01% -839 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 825 $71.9K <0.01% new 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 814 $70.9K 0.02% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 813 $70.9K 0.07% +1 13F-HR Timeline BAYBAN More: the full row for BAYBAN 804 $70.1K 0.06% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 801 $69.8K <0.01% +49 13F-HR Timeline EQUITEC PROPRIETARY MARKETS, LLC More: the full row for EQUITEC PROPRIETARY MARKETS, LLC 800 $69.7K 0.34% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 786 $68.5K 0.06% +667 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 783 $68.2K <0.01% +3 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 760 $66K <0.01% +36 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 747 $66K 0.09% +360 13F-HR/A Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 741 $64.6K 0.02% -4 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 625 $54.5K 0.02% +10 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 614 $53.5K 0.07% -3,471 13F-HR Timeline