Asset Planning,Inc More: the full row for Asset Planning,Inc 2,603 $179K 0.14% +16 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,570 $177K 0.04% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,502 $172K 0.01% -35,217 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,501 $172K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,472 $170K <0.01% +1,523 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,307 $159K <0.01% -189 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,242 $154K 0.01% +376 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,200 $151K <0.01% 0 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,136 $147K 0.02% -110 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,120 $146K 0.02% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,026 $139K <0.01% -714 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,020 $139K 0.05% +280 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,000 $138K 0.01% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,960 $135K 0.03% +107 13F-HR Timeline MOTCO More: the full row for MOTCO 1,914 $132K 0.01% +58 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,870 $130K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,890 $130K <0.01% +482 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,857 $128K 0.01% +20 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,800 $124K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,741 $120K <0.01% +37 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,616 $111K 0.01% +133 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,550 $107K 0.05% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,467 $101K <0.01% -323 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,349 $92.7K 0.02% -797 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,313 $90.3K 0.02% +199 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 1,305 $89.7K 0.05% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,299 $89.3K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,284 $88.9K 0.06% +22 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,276 $87.8K 0.02% +9 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,250 $86K 0.02% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,124 $77.3K 0.01% +149 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,083 $74.9K 0.07% +1 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,084 $74.5K 0.01% +216 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,156 $74K 0.05% -345 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,047 $72K <0.01% +812 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,026 $70.5K 0.05% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,177 $69K 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,002 $68.9K 0.01% +58 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,000 $68.8K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,000 $68.8K 0.02% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 968 $66K <0.01% +131 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 966 $66K 0.03% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 952 $65K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 914 $62.8K <0.01% +150 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 885 $60.9K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 883 $60.7K 0.01% +241 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 811 $56K <0.01% +284 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 776 $53.4K 0.02% -36 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 734 $50.5K <0.01% -188 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 720 $49K <0.01% +3 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 680 $46.8K <0.01% new 13F-HR/A Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 675 $46K 0.02% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 668 $45.9K <0.01% +5 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 657 $45.2K 0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 649 $44.6K 0.03% 0 13F-HR/A Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 636 $43.7K 0.02% -152 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 622 $42.8K <0.01% +396 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 619 $42.6K 0.03% -37 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 604 $41.5K <0.01% -36 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 601 $41.3K <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 588 $40.4K <0.01% +1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 581 $39.9K <0.01% -7 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 573 $39.4K <0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 556 $38.2K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 515 $35.4K -235 Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 500 $34.3K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 500 $34.1K 0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 479 $32.9K 0.03% 0 13F-HR Timeline Franchise Capital Ltd More: the full row for Franchise Capital Ltd 470 $32.3K 0.02% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 468 $32.2K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 420 $28.9K <0.01% -389 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 410 $28.2K <0.01% +92 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 393 $27K 0.03% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 392 $27K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 379 $26.1K 0.04% +3 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 373 $25.6K <0.01% +347 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 364 $25K 0.02% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 359 $24.7K <0.01% +98 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 353 $24.3K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 339 $23K 0.02% +9 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 312 $21.5K <0.01% +267 13F-HR Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 310 $21.3K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 305 $21K <0.01% -8 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 301 $20.7K <0.01% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 300 $20.6K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 276 $19K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 275 $18.9K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 275 $18.9K <0.01% +235 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 271 $18.6K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 270 $18.6K <0.01% 0 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 269 $18.5K 0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 263 $18.1K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 261 $17.9K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 235 $16K <0.01% +5 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 231 $15.9K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 230 $15.8K 0.01% -148 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 230 $15.8K <0.01% +145 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 230 $15.8K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 226 $15.5K <0.01% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 226 $15.5K 0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 220 $15.1K <0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 225 $15K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 216 $15K <0.01% +12 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 194 $13.3K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 190 $13.2K <0.01% +2 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 178 $12.2K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 168 $11.6K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 165 $11.3K 0.06% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 163 $11.2K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 161 $11.1K <0.01% +142 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 157 $10.8K <0.01% 0 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 150 $10.3K <0.01% -300 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 146 $10K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 143 $9.83K <0.01% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 138 $9.49K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 133 $9.11K <0.01% +12 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 138 $9K <0.01% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 124 $8.53K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 117 $8.05K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 117 $8.04K 0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 110 $7.58K <0.01% +8 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 107 $7.36K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 106 $7.29K 0.01% +80 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 103 $7.08K <0.01% +98 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 109 $7K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 103 $7K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 101 $6.95K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 100 $6.88K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $6.88K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 100 $6.88K 0.01% -100 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 99 $6.83K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 91 $6.3K <0.01% +28 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 90 $6.19K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 90 $6.19K <0.01% -1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 87 $5.98K <0.01% +8 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 80 $5.5K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 79 $5.43K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 74 $5.09K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 71 $4.89K <0.01% -9 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 70 $4.84K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 64 $4.4K <0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 64 $4.4K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 63 $4.34K <0.01% +36 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 63 $4.33K <0.01% -2 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 62 $4.28K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 61 $4.2K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 57 $3.95K 0.01% -8 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 55 $3.77K <0.01% -19 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 5,455 $3.75K 0.15% +50 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 50 $3.44K <0.01% +21 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 46 $3.16K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 39 $3K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 37 $2.54K <0.01% +13 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 36 $2.49K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 36 $2.48K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 33 $2.27K <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 33 $2.27K <0.01% -97 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 28 $1.93K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 27 $1.86K <0.01% -1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 24 $1.66K <0.01% 0 13F-HR/A Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 6 $1.58K <0.01% -315 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 21 $1.44K <0.01% +2 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 20 $1.41K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $1.38K <0.01% +10 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 20 $1.38K <0.01% 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 19 $1.31K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 19 $1.25K <0.01% +9 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 18 $1.24K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 18 $1.24K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 17 $1.17K <0.01% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 16 $1.1K <0.01% -20,060 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 15 $1.03K <0.01% -23 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 19 $1K <0.01% -4 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 14 $970 <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 11 $757 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 11 $757 <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 11 $756 <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 10 $688 <0.01% new 13F-HR/A Timeline Group NVWM, LLC More: the full row for NVWM, LLC 10 $688 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 9 $619 <0.01% -357 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 9 $619 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 9 $614 <0.01% +3 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 7 $481 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 6 $416 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 6 $413 <0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 5 $353 <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5 $344 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $207 <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3 $206 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $69 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -266 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.