one8zero8, LLC More: the full row for one8zero8, LLC 1,579 $136K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,576 $136K 0.02% +145 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,572 $135K 0.04% +131 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,537 $132K 0.03% -10 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,500 $129K <0.01% -605 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,495 $129K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,426 $123K <0.01% +1,204 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,417 $122K 0.03% -61 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,363 $117K <0.01% +103 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,354 $116K 0.01% +121 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,315 $113K <0.01% -560 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,300 $112K <0.01% +100 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,285 $110K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,276 $110K <0.01% +9 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,263 $109K <0.01% -480 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,250 $107K 0.04% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,182 $102K 0.01% -529 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,136 $97.7K 0.02% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,112 $96K <0.01% +5 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,075 $92.4K 0.03% -303 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,034 $88.9K <0.01% +131 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,026 $88.2K <0.01% 0 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,000 $86K 0.04% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 933 $80.3K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 932 $80.1K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 910 $78.2K <0.01% -42 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 909 $78.2K 0.03% +238 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 900 $77.4K 0.02% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 850 $73.1K <0.01% -723 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 815 $72.3K 0.05% -126 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 824 $70.9K 0.01% +6 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 814 $70K 0.03% +1 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 790 $67.9K 0.01% +2 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 748 $64.3K 0.01% -55 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 730 $63K 0.03% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 683 $57.5K <0.01% 0 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 656 $56K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 640 $55K 0.01% -82 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 626 $53.8K 0.02% -115 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 620 $53.3K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 640 $53K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 600 $51.6K 0.02% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 598 $51.4K 0.02% -585 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 593 $51K <0.01% 0 13F-HR Timeline Group Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 575 $49.4K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 561 $48.2K <0.01% +495 13F-HR Timeline Group Luminist Capital LLC More: the full row for Luminist Capital LLC 547 $47.2K 0.05% -5,557 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 550 $47K 0.01% +354 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 521 $44.8K 0.04% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 520 $44.7K 0.02% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 504 $43.3K 0.01% -21 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 500 $43K 0.02% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 483 $42K 0.01% +2 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 457 $39.3K 0.02% +7 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 448 $38.5K 0.01% -137,069 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 441 $38K <0.01% -39 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 440 $37.8K <0.01% 0 13F-HR/A Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 439 $37.7K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 427 $36.7K 0.02% -144 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 425 $36.5K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 412 $35.4K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 396 $34K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 379 $32.6K <0.01% -48 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 370 $31.8K <0.01% +2 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 363 $31.2K 0.01% +2 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 366 $31K <0.01% +54 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 356 $30.6K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 342 $29.4K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 337 $28.9K 0.01% +2 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 330 $28K <0.01% 0 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 315 $27.1K <0.01% +1 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 315 $27.1K <0.01% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 312 $26.8K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 300 $25.8K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 300 $25.8K <0.01% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 300 $25.8K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 296 $25.4K <0.01% -7 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 285 $24.5K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 274 $24K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 270 $23K <0.01% -25 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 265 $22.8K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 257 $22.1K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 255 $21.9K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 251 $21.6K <0.01% +40 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 249 $21.4K 0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 247 $21K <0.01% 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 242 $20.8K 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. 239 $20.5K <0.01% -18 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 234 $20.1K <0.01% +2 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 231 $19.9K 0.01% -81 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 228 $19.6K <0.01% 13F-HR Timeline Group Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 227 $19.5K 0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 222 $19.1K <0.01% -687 13F-HR Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 213 $18.3K 0.01% -109 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 212 $18.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 210 $18.1K 0.01% +1 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 210 $18.1K 0.01% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 205 $17.6K <0.01% 0 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 200 $17.2K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 192 $16.6K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 182 $16K <0.01% +171 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 177 $15.2K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 177 $15.2K <0.01% 0 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 176 $15.1K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 172 $14.8K 0.01% 0 13F-HR/A Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 158 $13.6K 0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 156 $13.4K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 150 $12.9K 0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 150 $12.9K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 144 $12.4K <0.01% +1 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 144 $12.4K <0.01% 0 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 140 $12K <0.01% +100 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 138 $11.9K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 138 $11.9K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 135 $11.6K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 134 $11.5K <0.01% -74 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 125 $10.7K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 125 $10.7K <0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 118 $10.1K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 112 $9.68K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 111 $9.54K <0.01% -69 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 110 $9.5K <0.01% +40 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 105 $9.03K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 111 $9K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 106 $9K <0.01% -211 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 100 $8.6K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 100 $8.6K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 93 $8K <0.01% 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 92 $7.91K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 90 $7.74K 0.01% 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 81 $6.96K <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 81 $6.96K <0.01% 0 13F-HR Timeline Group NCP Inc. More: the full row for NCP Inc. 77 $6.65K 0.01% -1 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 77 $6.62K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 70 $6.02K <0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 65 $5.59K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 60 $5.16K <0.01% new 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 60 $5.16K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 60 $5.16K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 59 $5.07K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 59 $5.07K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 69 $5K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 55 $4.73K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 55 $4.73K <0.01% -95 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 55 $4.73K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 53 $4.51K <0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 52 $4.47K <0.01% -1 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 51 $4.38K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 50 $4.32K <0.01% new 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 50 $4.3K <0.01% -124 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 42 $4K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 42 $4K <0.01% -155 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 46 $3.96K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 44 $3.78K <0.01% -125 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 44 $3.78K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 44 $3.77K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 41 $3.52K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 40 $3.44K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 38 $3.27K <0.01% -1,865 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 38 $3.27K <0.01% 0 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 33 $2.8K <0.01% +1 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 30 $2.58K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 25 $2.18K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 25 $2.13K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 17 $2K <0.01% -13,715 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 23 $1.98K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 22 $1.92K <0.01% 0 13F-HR Timeline Group Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 19 $1.63K <0.01% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 18 $1.55K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 15 $1.29K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 15 $1.25K <0.01% +1 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 12 $1.03K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 12 $1.03K <0.01% -6 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 11 $966 <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 10 $860 <0.01% new 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 10 $860 <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 9 $797 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8 $688 <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 8 $688 <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 5 $430 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $430 <0.01% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 3 $258 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.