Balboa Wealth Partners More: the full row for Balboa Wealth Partners 27,820 $376K 0.06% +775 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 26,585 $359K <0.01% -2,169 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 26,613 $357K 0.02% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 26,089 $352K 0.1% -4,425 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 25,024 $338K 0.01% +7,514 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 25,000 $338K 0.22% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 24,687 $333K 0.01% 0 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 24,512 $331K 0.04% +3,734 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 24,350 $329K 0.01% +1,050 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 23,869 $322K <0.01% -16,667 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 23,723 $320K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 23,691 $320K 0.01% +1,667 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 23,624 $319K 0.07% +70 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 23,397 $316K 0.01% -4,848 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 23,324 $315K 0.02% +9,737 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 22,890 $309K <0.01% new 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 22,735 $307K 0.05% +446 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 22,643 $306K <0.01% +1,021 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 21,643 $292K 0.04% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 21,283 $289K <0.01% +3,237 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 21,500 $289K 0.06% -2,500 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 21,127 $285K <0.01% +8,439 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 20,950 $283K <0.01% 0 13F-HR Timeline Group Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 20,912 $282K <0.01% new 13F-HR Timeline Group ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 20,829 $281K 0.07% new 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 20,588 $278K 0.01% 0 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 20,461 $276K <0.01% +156 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 21,125 $273K <0.01% -39,928 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 20,096 $271K <0.01% -101,763 13F-HR/A Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 20,000 $270K 0.09% +10,000 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 19,882 $268K <0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 19,544 $264K 0.03% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 18,798 $254K 0.21% -861 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 17,400 $252K 0.13% +10,700 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 18,466 $249K 0.03% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 18,118 $245K <0.01% +2,529 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 18,002 $243K <0.01% +218 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 19,405 $243K 0.04% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 17,916 $242K 0.01% +7,500 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 17,825 $241K 0.04% -4,700 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 17,623 $238K <0.01% -4,258 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 17,551 $237K 0.01% +5,747 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 16,782 $227K <0.01% -7,809 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16,702 $225K <0.01% -5,815 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 16,600 $224K 0.09% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 16,200 $219K <0.01% new 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 15,957 $215K <0.01% +2,881 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 15,800 $213K 0.24% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 15,785 $213K 0.09% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 15,778 $213K 0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 15,552 $210K <0.01% +2,054 13F-HR Timeline Group Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 15,527 $210K <0.01% +2,739 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,431 $208K <0.01% +1,456 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15,294 $206K 0.01% -6,905 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 15,137 $204K <0.01% new 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 15,003 $203K <0.01% 0 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 15,000 $202K 0.06% 0 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 14,954 $202K 0.23% -16,618 13F-HR Timeline Ausbil Investment Management Ltd More: the full row for Ausbil Investment Management Ltd 15,000 $201K 0.1% -30,000 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,658 $198K <0.01% +3,591 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 14,319 $193K <0.01% -2,967 13F-HR Timeline Group Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 12,735 $184K 0.01% -94,373 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 12,081 $183K 0.01% -2 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,400 $181K <0.01% -6,000 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 13,283 $179K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 13,134 $177K <0.01% +18 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 13,125 $177K <0.01% -912,429 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 13,014 $176K <0.01% -1,625 13F-HR Timeline Group Suncoast Equity Management More: the full row for Suncoast Equity Management 13,000 $176K 0.02% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 25,150 $175K 0.04% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 12,668 $171K <0.01% -3,000 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,667 $171K <0.01% +511 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 11,975 $162K 0.03% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 11,571 $156K 0.14% new 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 11,500 $155K 0.06% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 11,425 $154K 0.02% -8,607 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 11,244 $152K 0.05% -272 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,849 $146K 0.01% new 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 10,636 $144K 0.03% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,611 $143K 0.01% +300 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 10,462 $141K <0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 10,365 $140K <0.01% +141 13F-HR/A Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 10,340 $140K <0.01% -660 13F-HR Timeline Group LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 10,070 $136K 0.09% new 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 10,000 $135K 0.08% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,009 $129K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,970 $121K <0.01% -17,335 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 8,833 $119K <0.01% 0 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 7,849 $106K <0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 7,625 $103K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,408 $86.5K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,681 $83.6K <0.01% +20 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,059 $81.8K 0.01% +59 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5,800 $78.3K 0.01% +1,300 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,797 $78.3K <0.01% +114 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 5,700 $76.6K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,321 $71.8K <0.01% +1,855 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,239 $70.7K <0.01% +5,000 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,119 $69.1K <0.01% +405 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,875 $65.8K 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,369 $59K <0.01% +1,469 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,330 $58.5K <0.01% +10 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,256 $57K <0.01% +3,615 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 4,215 $56.9K 0.03% +2,345 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 4,150 $56K 0.01% new 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 4,000 $54K 0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,000 $54K <0.01% 0 13F-HR Timeline Group Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 3,831 $51.7K 0.03% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,704 $50K <0.01% +280 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 3,461 $46.7K 0.01% +1,947 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 3,300 $44.5K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,309 $44.4K <0.01% -3,060 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,094 $41.8K <0.01% -25 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,094 $41.6K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3,000 $40.5K 0.18% 0 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 2,794 $35.2K <0.01% +1,394 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,500 $33.8K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,023 $27.3K <0.01% +16 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,962 $26.5K <0.01% +57 13F-HR/A Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,873 $25.3K <0.01% -15,301 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 2,300 $24K 0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,686 $22.8K <0.01% +268 13F-HR/A Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,570 $21.2K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,500 $20.2K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,495 $20.2K <0.01% +118 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,472 $19.9K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,471 $19.9K -6,672 Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,453 $19.6K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,336 $18K <0.01% +402 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,304 $17.6K <0.01% +1,299 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,250 $16.9K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,191 $16.1K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,117 $15.1K <0.01% +41 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 900 $13.6K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,000 $13.5K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,000 $13.5K 0.01% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,000 $13.5K <0.01% 0 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 970 $13.1K <0.01% +100 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 880 $11.9K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 750 $10.1K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 531 $7.17K <0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 520 $7.02K <0.01% 0 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 541 $7K <0.01% +518 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 500 $6.75K <0.01% -9,800 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 500 $6.75K <0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 893 $6.07K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 442 $5.97K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 440 $5.94K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 413 $5.58K <0.01% -164 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 380 $5.13K <0.01% -150 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 374 $5.05K <0.01% -458 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 350 $4.72K <0.01% +144 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 299 $4.04K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 320 $4K <0.01% -90 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 286 $3.86K <0.01% +33 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 275 $3.71K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 225 $3.04K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 223 $3.01K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 207 $2.79K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 200 $2.7K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 200 $2.7K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 148 $2K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 137 $1.85K <0.01% -26 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 135 $1.82K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 105 $1.42K <0.01% +20 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 100 $1.35K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 80 $1.08K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 73 $986 <0.01% +10 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 65 $878 <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 63 $851 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 60 $810 <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 60 $810 <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 60 $810 <0.01% new 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 56 $756 <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 50 $675 <0.01% -50 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 45 $608 <0.01% +19 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 44 $594 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 43 $581 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 41 $554 <0.01% +40 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 33 $446 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 30 $405 <0.01% -16 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 29 $392 <0.01% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 28 $378 <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 27 $365 <0.01% new 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 20 $270 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 19 $257 <0.01% +1 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 18 $243 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 14 $189 <0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12 $162 <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 12 $162 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 11 $148 <0.01% -9 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 10 $135 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 9 $122 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $95 <0.01% -6 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5 $68 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $14 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $14 <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 9 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.