Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,079 $371K 0.01% +2,092 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,044 $368K <0.01% -5,168 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,038 $368K <0.01% -13 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 4,990 $364K 0.33% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,985 $364K 0.01% -317 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,937 $361K 0.02% +267 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 4,942 $361K 0.02% -1,010 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,939 $361K 0.02% +75 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 4,903 $358K <0.01% -443 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 4,900 $358K <0.01% -1,600 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,890 $357K <0.01% 0 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 4,825 $352K <0.01% 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,697 $343K 0.01% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,681 $342K 0.08% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,672 $341K 0.01% -634 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 4,507 $329K 0.03% -2,786 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,500 $329K <0.01% -4,629 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 4,404 $327K 0.45% -300 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,470 $326K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,444 $325K 0.06% new 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,427 $323K 0.01% -6 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,331 $316K 0.02% +778 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4,325 $316K 0.03% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,305 $314K 0.01% -319 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,044 $314K 0.04% -26 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,243 $310K <0.01% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,195 $306K 0.08% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,148 $303K 0.01% +3 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,133 $302K <0.01% -863 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 4,132 $302K 0.3% -3,758 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 4,090 $299K 0.12% -100 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 4,047 $296K 0.05% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,026 $294K 0.09% new 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 4,000 $292K 0.12% 0 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 4,000 $292K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,980 $291K <0.01% -80 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,871 $283K 0.02% +992 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,857 $282K 0.07% -123 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,846 $281K 0.01% new 13F-HR/A Timeline 111 Capital More: the full row for 111 Capital 3,806 $278K 0.07% -1,893 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 3,800 $278K <0.01% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,791 $277K 0.01% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,782 $276K <0.01% +35 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,750 $274K 0.06% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,747 $274K 0.06% -509 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,717 $271K <0.01% -1,141 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 3,672 $268K 0.02% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,659 $267K 0.01% -214 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,629 $265K 0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,587 $262K 0.05% +108 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,567 $260K 0.11% -3,544 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,554 $260K <0.01% -1,385 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,332 $258K 0.12% +1 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,517 $257K 0.01% -16 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,516 $257K 0.01% -247 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,515 $257K <0.01% -57 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,515 $257K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,480 $254K 0.03% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,416 $249K 0.05% -252 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,410 $249K 0.08% +78 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3,399 $248K <0.01% +853 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,363 $246K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,357 $245K 0.01% -2,738 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,321 $243K 0.01% -82 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,315 $242K <0.01% -579 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,298 $241K <0.01% -6 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,296 $241K <0.01% -109 13F-HR Timeline Group NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 3,270 $239K 0.02% 0 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,260 $238K 0.03% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,249 $237K <0.01% -497 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,993 $236K 0.01% -633 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,206 $234K 0.02% +84 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,202 $234K <0.01% -1,985 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 3,202 $234K 0.16% 0 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 3,197 $233K 0.02% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,194 $233K 0.03% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,184 $233K <0.01% +186 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,184 $231K <0.01% -280 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,157 $231K 0.01% -667 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,102 $227K 0.01% -39,815 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,096 $226K <0.01% -34 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,095 $226K <0.01% -971 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 3,080 $226K <0.01% -1,400 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,047 $223K 0.04% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,043 $222K 0.06% +99 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,014 $220K 0.03% +87 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,014 $220K 0.02% +87 13F-HR Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,007 $220K 0.1% +19 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,005 $219K 0.01% -21 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,857 $219K 0.01% -3,069 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,996 $219K 0.03% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,925 $214K 0.02% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,913 $213K 0.03% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,882 $211K <0.01% +9 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,883 $210K 0.01% +102 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,874 $210K <0.01% -384 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,863 $209K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,868 $209K <0.01% +679 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,832 $207K 0.19% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,825 $206K <0.01% +43 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,805 $205K <0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,791 $204K 0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,779 $203K 0.01% -45 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,774 $203K 0.01% -351 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,709 $198K 0.05% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,580 $188K <0.01% -477 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,559 $187K 0.02% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,361 $172K 0.01% +2,120 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,340 $171K 0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,195 $160K 0.16% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,167 $158K 0.02% +235 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,060 $152K <0.01% +209 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,048 $150K <0.01% -1,351 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,995 $146K <0.01% +9 13F-HR/A Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,904 $139K 0.04% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,900 $139K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,813 $132K <0.01% +301 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,792 $131K 0.02% -6,297 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,748 $128K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,595 $116K 0.03% -19 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,500 $110K 0.07% -158 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,485 $108K 0.07% -10 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,414 $103K 0.04% +39 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,379 $101K 0.01% +289 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 1,277 $93.3K <0.01% +667 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,265 $92.4K <0.01% +166 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,255 $91.7K 0.02% +7 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,172 $88.9K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,135 $86.1K <0.01% -51 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,178 $86K 0.01% -56 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,156 $84.4K 0.06% -175 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,154 $84.3K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,151 $84.1K <0.01% -868 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,065 $77.8K 0.01% -81 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,050 $76.7K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,027 $75K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,013 $74K <0.01% +138 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,000 $73K <0.01% 0 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 1,000 $73K 0.02% new 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 973 $71.1K -188,287 Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 958 $70K <0.01% +6 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 957 $69.9K <0.01% +41 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 855 $69.6K 0.04% -275 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 953 $69.6K <0.01% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 941 $68.7K 0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 932 $68.1K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 922 $67.3K <0.01% +74 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 835 $61K <0.01% +3 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 789 $57.6K 0.01% -1,868 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 782 $57.1K <0.01% -12 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 750 $55.4K <0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 732 $53.5K <0.01% +9 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 716 $52.3K 0.01% new 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 705 $51.5K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 688 $50.8K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 633 $46.2K 0.02% +237 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 630 $46K 0.01% +22 13F-HR Timeline Quarry LP More: the full row for Quarry LP 630 $46K 0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 620 $45.3K 0.03% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 606 $44K 0.03% -931 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 594 $43.4K 0.01% -14 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 571 $41.7K 0.03% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 524 $38.3K <0.01% +54 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 500 $36.5K 0.03% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 463 $33.8K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 429 $31.3K <0.01% +2 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 427 $31.2K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 418 $30.9K 0.02% +292 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 415 $30.3K 0.01% -208 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 411 $30K 0.01% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 400 $29.2K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 396 $28.9K 0.01% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 392 $28.7K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 370 $27K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 354 $26.1K 0.01% +112 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 358 $26.1K <0.01% +32 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 322 $23.5K <0.01% +155 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 320 $23.4K 0.01% -505 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 315 $23K 0.02% +2 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 300 $21.9K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 300 $21.9K 0.01% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 279 $21.7K 0.02% +1 13F-HR/A Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 283 $20.7K 0.01% -1,783 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 283 $20.7K <0.01% +7 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 272 $19.9K <0.01% -7 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 256 $18.7K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 255 $18.6K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 250 $18.3K <0.01% -250 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 243 $17.7K <0.01% +2 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 241 $17.6K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 235 $17.2K 0.01% +1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 223 $16.3K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 224 $16K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 214 $16K 0.01% +38 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 205 $15.1K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 200 $14.6K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 195 $14.2K 0.01% +134 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 182 $13.3K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 181 $13.2K <0.01% +73 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 179 $13.1K <0.01% 0 13F-HR Timeline