Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,514 $742K 0.54% -14 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,289 $738K 0.02% +7 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 2,487 $734K 0.21% +7 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,457 $725K 0.05% +750 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 2,422 $715K 0.28% -133 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,385 $704K 0.01% +37 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,312 $682K 0.08% +80 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 2,240 $661K 0.2% -96 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,226 $657K 0.01% -49 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 2,181 $644K -13 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,161 $638K <0.01% +43 13F-HR Timeline Group TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 2,143 $632K -7,210 Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,141 $632K 0.01% +1,221 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,885 $627K 0.01% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,098 $619K 0.08% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,044 $603K 0.19% -110 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,963 $579K 0.17% new 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,930 $570K 0.06% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,910 $564K 0.02% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 1,909 $563K 0.32% -3 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,714 $555K 0.12% +1 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,855 $547K 0.05% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,845 $544K <0.01% -29 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,777 $524K 0.03% -39 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,772 $523K 0.02% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,720 $508K 0.01% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,719 $507K 0.09% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,658 $489K 0.02% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,657 $489K 0.06% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,646 $486K 0.02% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,587 $468K 0.06% 0 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,568 $463K 0.03% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,544 $456K 0.26% 0 13F-HR/A Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 1,543 $455K 0.12% +1,295 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,533 $452K 0.01% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,514 $447K 0.02% new 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 1,496 $441K 0.23% -697 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,490 $440K <0.01% -7,072 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,478 $436K 0.01% -48 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,463 $432K <0.01% -47 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,498 $429K 0.03% -65 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,450 $428K <0.01% -3,230 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,425 $421K 0.02% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,404 $414K 0.02% +154 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,390 $412K 0.01% +3 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,390 $410K 0.01% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,388 $410K 0.06% +1 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,384 $408K 0.01% -425 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,377 $406K 0.21% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,373 $405K 0.02% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,369 $404K 0.03% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,363 $402K 0.07% +3 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 1,351 $399K 0.14% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 1,340 $395K 0.06% 0 13F-HR Timeline TLWM More: the full row for TLWM 1,309 $386K 0.07% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 1,295 $382K 0.16% +2 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 1,285 $379K 0.18% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,285 $379K <0.01% +166 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,270 $375K 0.16% +3 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,238 $365K 0.03% -78 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,222 $361K 0.01% -6 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,200 $354K 0.01% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,197 $353K 0.13% -5 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,190 $351K <0.01% +450 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 1,172 $346K 0.06% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,168 $345K <0.01% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 1,138 $336K <0.01% +21 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,136 $335K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,136 $335K 0.04% 0 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 1,130 $333K 0.13% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,127 $333K 0.03% +3 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,126 $333K <0.01% 0 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 1,124 $332K 0.11% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,082 $322K <0.01% -636 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,087 $321K 0.02% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,080 $319K 0.01% new 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,029 $306K 0.23% -1,197 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,029 $304K 0.02% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,025 $302K 0.03% +2 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,002 $296K 0.13% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 908 $281K 0.01% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 910 $269K 0.03% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 901 $266K 0.08% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 900 $266K 0.09% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 892 $263K 0.02% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 889 $262K <0.01% -9 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 878 $259K 0.01% 0 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 876 $259K 0.18% +2 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 865 $255K <0.01% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 865 $255K 0.15% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 845 $249K 0.01% 0 13F-HR Timeline Group PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 844 $249K 0.01% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 825 $243K 0.05% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 824 $243K <0.01% +24 13F-HR Timeline Group Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 824 $243K 0.05% 0 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 820 $242K 0.19% 0 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 816 $241K 0.08% -30 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 807 $238K 0.03% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 805 $238K 0.05% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 803 $237K <0.01% new 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 796 $235K 0.03% -32 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 793 $234K 0.01% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 787 $232K 0.03% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 784 $231K 0.22% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 781 $230K <0.01% -8,780 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 722 $229K 0.01% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 770 $229K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 775 $229K <0.01% -349 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 775 $229K 0.03% +11 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 762 $225K 0.01% new 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 748 $221K 0.1% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 734 $217K 0.07% +34 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 733 $216K 0.05% 0 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 689 $214K 0.16% +13 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 725 $214K 0.01% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 687 $212K <0.01% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 715 $211K 0.04% +46 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 705 $208K <0.01% 0 13F-HR Timeline Group Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 701 $207K 0.13% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 700 $207K <0.01% new 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 700 $207K <0.01% -550 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 700 $207K 0.02% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 696 $205K 0.02% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 691 $204K <0.01% -414 13F-HR Timeline Group KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 691 $204K 0.02% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 687 $203K <0.01% -183 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 685 $202K 0.04% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 680 $201K <0.01% 0 13F-HR/A Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 679 $200K 0.13% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 654 $193K 0.08% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 629 $186K 0.02% -114 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 621 $183K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 572 $170K <0.01% -37 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 496 $146K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 350 $103K <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 348 $103K 0.01% 0 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 222 $65.5K 0.03% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 215 $63.5K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 194 $57.3K <0.01% +16 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 179 $52.8K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 163 $48K 0.01% -89 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 158 $46.6K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 156 $46.1K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 145 $42.8K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 142 $42K <0.01% +14 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 125 $40.6K <0.01% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 123 $36.3K 0.01% -48 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 111 $32.8K <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 105 $31K <0.01% -9 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 100 $29.5K <0.01% 0 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/ 100 $29.5K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 83 $24.5K <0.01% -197 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 74 $21.8K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 66 $19.5K <0.01% new 13F-HR Timeline Group Atomic Invest LLC More: the full row for Atomic Invest LLC 68 $19.5K 0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 61 $18K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 61 $17.9K 0.01% +1 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 55 $16.2K 0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 51 $15.1K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 36 $10.6K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 36 $10.5K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 34 $10K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 31 $9.15K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 26 $7.68K <0.01% 0 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 21 $6.12K <0.01% 0 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 20 $5.95K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 20 $5.9K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 18 $5.35K <0.01% new 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 17 $5.02K <0.01% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 19 $5K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 12 $3.63K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 10 $3.01K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 10 $2.95K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10 $2.95K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 5 $1.48K <0.01% new 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2 $1K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 2 $598 <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1 $312 <0.01% 0 13F-HR Timeline WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline