Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,131 $150K 0.03% +104 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,108 $147K 0.01% +160 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,106 $147K 0.02% +20 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,102 $146K 0.02% +18 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 729 $143K 0.05% +304 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,059 $141K 0.07% -4 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,035 $138K 0.03% +2 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 764 $136K 0.02% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,008 $134K 0.05% -330 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,002 $133K 0.11% +1 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,000 $133K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 992 $132K 0.01% +176 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 978 $130K 0.01% -40 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 970 $129K 0.08% 0 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 952 $127K 0.11% +920 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 940 $125K 0.04% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 924 $123K 0.05% -296 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 907 $121K 0.03% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 890 $118K <0.01% new 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 881 $118K 0.03% -120 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 882 $117K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 594 $113K 0.07% +250 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 850 $113K 0.04% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 845 $112K 0.1% -41 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 838 $111K 0.03% 0 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 810 $108K 0.02% -456 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 800 $106K 0.02% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 800 $106K 0.07% -200 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 800 $106K 0.16% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 769 $102K 0.04% +387 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 769 $102K 0.04% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 760 $101K 0.06% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 760 $101K 0.07% -346 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 756 $100K 0.03% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 749 $99.5K 0.07% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 744 $98.9K 0.01% 0 13F-HR Timeline Seal Cove Capital, LLC More: the full row for Seal Cove Capital, LLC 728 $96.8K 0.08% +56 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 708 $94.1K 0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 684 $90.9K <0.01% -580 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 680 $90.3K 0.05% -21 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 677 $89.9K 0.05% 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 670 $89K 0.04% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 665 $88.4K 0.07% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 651 $86.5K 0.01% +1 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 650 $86.4K 0.03% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 650 $86.4K 0.04% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 636 $84.5K 0.02% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 622 $82.7K 0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 613 $81.5K 0.04% -112 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 610 $81.1K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 610 $81.1K 0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 608 $80.8K 0.07% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 603 $80.1K 0.01% -328 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 564 $75K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 553 $73.5K <0.01% 0 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 550 $73.1K 0.05% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 549 $73K 0.65% -1 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 544 $72.3K 0.03% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 534 $71K 0.04% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 529 $70.3K 0.03% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 522 $69.4K 0.06% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 520 $69.1K 0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 518 $68.9K 0.07% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 505 $68.1K 0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 504 $67K 0.07% +176 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 502 $66.7K 0.04% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 490 $65.1K 0.02% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 486 $64.6K 0.02% -306 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 470 $62.5K 0.03% -32 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 466 $61.9K 0.01% +70 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 459 $61K 0.01% +164 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 454 $60.3K 0.01% +280 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 451 $60K 0.05% -62 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 440 $58.5K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 434 $57.7K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 424 $56.4K 0.01% -98 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 420 $55.8K 0.03% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 413 $54.9K 0.04% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 412 $54.7K <0.01% new 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 401 $53.3K 0.02% +200 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 401 $53.3K 0.09% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 400 $53.2K 0.04% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 395 $52.4K 0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 393 $52.2K 0.04% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 400 $51K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 376 $50K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 368 $48.9K 0.02% +10 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 354 $47K 0.02% -173 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 352 $46.8K <0.01% -201 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 351 $46.6K 0.01% new 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 346 $46K 0.02% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 336 $44.7K 0.01% +158 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 330 $43.9K 0.02% -202 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 320 $42.5K 0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 316 $42K 0.04% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 314 $41.7K 0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 312 $41.5K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 306 $40.7K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 300 $39.9K 0.02% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 296 $39.3K 0.03% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 298 $37.9K 0.02% +20 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 282 $37.5K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 264 $35.1K 0.03% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 262 $34.8K 0.03% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 258 $34.3K 0.01% +68 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 254 $33.8K 0.01% +28 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 250 $33.2K <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 248 $33K 0.03% +66 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 245 $32.6K 0.02% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 246 $32K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 230 $30.6K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 226 $30K 0.02% -800 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 222 $29.5K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 219 $29.1K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 220 $29K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 216 $28.7K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 216 $28.7K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 212 $28.2K 0.01% +192 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 211 $28K 0.01% -19 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 210 $27.9K 0.02% +190 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 208 $27.7K 0.01% -3 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 204 $27.1K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 202 $27K 0.02% -21 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 202 $26.8K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 200 $26.6K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 200 $26.6K 0.01% new 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 200 $26.6K 0.04% -9,300 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 200 $26.6K 0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 200 $26.6K 0.01% -510 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 240 $26K 0.01% 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 188 $25K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 180 $24K 0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 176 $23.4K <0.01% -175 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 211 $23.4K 0.04% 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 190 $23K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 170 $23K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 168 $22.3K 0.01% new 13F-HR/A Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 160 $21.3K 0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 150 $19.9K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 150 $19.9K <0.01% +56 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 149 $19.8K 0.01% +1 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 149 $19.7K 0.01% -200 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 146 $19.4K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 144 $19.1K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 144 $19.1K <0.01% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 142 $18.9K 0.02% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 142 $18.9K 0.01% 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 140 $18.6K 0.02% +15 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 132 $17.5K <0.01% +26 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 130 $17.3K <0.01% -20 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 128 $17K 0.02% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 128 $17K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 126 $16.7K 0.01% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 120 $16.3K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 117 $15.5K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 114 $15.2K 0.01% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 112 $14.9K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 108 $14.4K 0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 101 $13.4K 0.02% new 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 101 $13.4K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 100 $13.3K <0.01% 0 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 98 $13K <0.01% -42 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 88 $11.6K 0.01% -44 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 86 $11.4K 0.01% 0 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 84 $11.2K 0.01% 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 75 $9.97K 0.01% -25 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 74 $9.84K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 72 $9.58K <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 71 $9.45K 0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 68 $9.04K 0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 64 $8.51K <0.01% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 61 $8.11K <0.01% +3 13F-HR Timeline Group Core Alternative Capital More: the full row for Core Alternative Capital 60 $7.97K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 47 $6.33K <0.01% -296 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 44 $5.85K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 42 $5.58K <0.01% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 42 $5.58K <0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 40 $5.32K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 34 $5K <0.01% 0 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 32 $4.26K <0.01% new 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 32 $4.25K 0.01% 13F-HR/A Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 30 $3.99K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 28 $3.72K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 24 $3.19K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 24 $3.19K <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 25 $3K <0.01% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 20 $2.66K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 18 $2.41K <0.01% -605 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 18 $2.39K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 18 $2.39K <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 16 $2.13K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 12 $1.59K <0.01% -60 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 10 $1.33K <0.01% 0 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 4 $532 <0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 4 $532 <0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3 $408 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $60 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.