CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,586 $311K 0.02% +25 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 3,574 $310K 0.14% -4,372 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,549 $308K 0.01% -2,084 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,546 $307K 0.04% -1,091 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,519 $305K 0.02% 0 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 3,519 $305K 0.2% +237 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,511 $304K 0.05% +425 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,510 $304K 0.01% 0 13F-HR/A Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 3,516 $301K 0.11% +646 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,436 $298K 0.02% -317 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,425 $295K 0.01% +1,603 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 3,372 $292K 0.15% 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 3,285 $288K 0.27% 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 3,296 $286K 0.11% -617 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,285 $285K 0.03% -21 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,274 $284K 0.01% -124 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,258 $282K 0.12% +580 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,257 $282K 0.09% -376 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,240 $281K 0.07% +146 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 3,229 $280K 0.11% -3,334 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 3,200 $277K 0.01% -100 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,193 $277K 0.2% +1,007 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,187 $276K 0.01% -1,382 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,181 $276K 0.01% +88 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,182 $276K <0.01% +637 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 3,150 $273K 0.09% +11 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,137 $272K 0.05% +5 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,095 $268K 0.03% 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,068 $266K 0.03% +118 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 3,034 $263K 0.07% -3,063 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,031 $263K 0.01% -1 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,028 $262K 0.08% -4,595 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,020 $262K 0.03% -405 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 3,000 $260K 0.02% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,000 $260K 0.05% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,000 $260K 0.13% -346 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,994 $260K 0.02% +278 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 2,982 $259K 0.13% -466 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 2,971 $258K 0.05% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 2,962 $257K 0.13% -794 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,950 $256K 0.18% -130 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,941 $255K 0.02% -384 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,945 $255K 0.11% -109 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,916 $253K 0.08% +82 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 2,900 $251K 0.25% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 2,892 $251K 0.16% +2,851 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 2,863 $248K 0.25% +27 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,860 $248K 0.02% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,858 $248K <0.01% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,856 $248K 0.02% -250 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 2,855 $248K 0.26% -5,614 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,851 $247K 0.02% -630 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,835 $246K 0.01% -18 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,812 $244K 0.02% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,786 $242K 0.02% -676 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,766 $240K 0.07% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,766 $240K 0.07% +144 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,762 $239K 0.01% -2,386 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,746 $238K 0.06% -403 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,735 $237K 0.03% -4,147 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,720 $236K 0.04% -17 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,699 $234K 0.02% +1 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 2,697 $234K 0.08% -1,224 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 2,694 $234K 0.03% +19 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,684 $233K 0.17% +19 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,677 $232K 0.03% -110 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 2,671 $232K 0.06% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,649 $230K <0.01% -160 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,621 $227K 0.07% -9,731 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 2,674 $227K 0.05% +174 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,608 $226K 0.07% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,605 $226K 0.18% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,600 $225K 0.18% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 2,592 $225K 0.06% new 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 2,580 $224K 0.15% 0 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,574 $223K 0.09% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,574 $223K 0.07% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,573 $223K 0.03% -4 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,558 $222K 0.04% -1,528 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,541 $221K 0.01% +2,247 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2,561 $220K 0.18% +9 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,537 $220K 0.04% +2,369 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,529 $219K 0.11% +18 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,524 $219K 0.06% -689 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,508 $217K 0.02% -201 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 2,505 $217K 0.17% -5,456 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,503 $217K 0.01% +18 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,500 $217K 0.01% 0 13F-HR Timeline Warberg Asset Management LLC More: the full row for Warberg Asset Management LLC 2,500 $217K 0.06% new 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 2,493 $216K 0.19% 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,475 $215K 0.08% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,469 $214K 0.03% -20 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 2,466 $214K 0.34% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,464 $214K 0.01% new 13F-HR Timeline Group DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,456 $213K 0.14% -190 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,446 $212K 0.05% +388 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,404 $208K 0.03% -451 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,397 $208K <0.01% -36 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 2,399 $208K 0.09% -2,893 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,346 $203K 0.01% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,343 $203K <0.01% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,322 $201K 0.04% +7 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,315 $201K <0.01% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,310 $200K 0.01% -6,495 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,276 $197K 0.17% -22 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 2,150 $186K 0.06% -1,044 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,109 $183K 0.08% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,100 $182K 0.07% new 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,040 $177K 0.09% +14 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 2,000 $173K 0.1% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,896 $164K <0.01% -71 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,884 $163K 0.05% +110 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,871 $162K 0.08% +1,832 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,813 $158K <0.01% +320 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,698 $146K 0.03% +820 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 INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,507 $130K 0.01% -3,446 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,415 $123K 0.01% -55 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,363 $118K 0.01% +13 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 1,290 $112K 0.05% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,290 $112K 0.08% +22 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,273 $110K 0.01% -333 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,220 $106K 0.07% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,185 $103K 0.02% -15 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,184 $103K 0.03% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,182 $102K 0.04% -32 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,100 $95.4K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,093 $94.8K 0.02% -15,368 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,086 $94.1K 0.03% -363 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,061 $92K 0.03% -50 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 1,040 $90.2K 0.04% 0 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 1,000 $86.7K 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 $86.7K 0.21% 0 13F-HR/A Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 1,000 $86.3K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 993 $86.1K 0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 972 $84.2K 0.02% -857 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 966 $83.7K 0.06% +34 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 940 $81.5K 0.37% -412 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 938 $81.3K <0.01% -109 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 893 $77.4K 0.04% +793 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 863 $74.8K <0.01% -756 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 839 $72.7K <0.01% +56 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 835 $72.4K 0.04% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 826 $71.6K 0.02% +12 13F-HR Timeline BAYBAN More: the full row for BAYBAN 804 $69.7K 0.06% 0 13F-HR Timeline EQUITEC PROPRIETARY MARKETS, LLC More: the full row for EQUITEC PROPRIETARY MARKETS, LLC 800 $69.4K 0.16% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 779 $67.5K 0.07% -34 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 775 $67.2K 0.05% -11 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 772 $66.9K <0.01% -168 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 749 $64.9K <0.01% -96 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 733 $63.5K 0.02% +108 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 707 $61.3K 0.03% +526 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 666 $58K <0.01% -354 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 612 $53K 0.01% +410 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 547 $47.4K <0.01% -480 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 544 $47.2K <0.01% 0 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 524 $45K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 516 $44.7K <0.01% +187 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 506 $43.9K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 506 $43.9K 0.02% -1 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 487 $42.2K 0.01% +217 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 472 $40.9K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 465 $40.3K 0.01% 0 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 462 $40.1K 0.01% -27 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 450 $39K 0.05% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 445 $38.6K 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 440 $38.1K 0.01% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 440 $38K <0.01% +11 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 436 $37.8K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 403 $34.9K 0.03% -116 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 395 $34.2K 0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 390 $33.8K 0.01% +100 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 386 $33.5K <0.01% new 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 370 $32.1K 0.02% 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 370 $32.1K 0.02% +200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 365 $31.6K <0.01% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 343 $30K <0.01% -42 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 336 $29.1K <0.01% 0 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 334 $29K 0.01% -778 13F-HR Timeline Group Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 285 $28.7K 0.05% 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 327 $28.3K 0.02% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 321 $27.9K <0.01% +4 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 314 $27.3K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 308 $26.7K 0.01% +2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 287 $24.9K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 286 $24.8K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 280 $24.2K <0.01% -521 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 273 $23.5K 0.02% -474 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 275 $23.4K <0.01% -59 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 254 $22K <0.01% -5 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 249 $21.6K 0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 246 $21.3K <0.01% +2 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 237 $20.5K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 233 $20.2K <0.01% +19 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 229 $19.9K 0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 220 $19.1K 0.01% +110 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 217 $18.8K <0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 214 $18.6K 0.01% -138 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 210 $18.2K <0.01% +1 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 207 $17.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.