NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 5,603 $580K <0.01% -88 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 5,486 $568K 0.31% -3,586 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 5,460 $566K 0.06% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,371 $557K 0.03% +2,584 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 5,363 $556K 0.06% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,321 $551K <0.01% +1,780 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,296 $549K <0.01% +3,095 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,230 $542K <0.01% +1,990 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,816 $499K <0.01% new 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 4,796 $497K 0.07% -1,954 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,706 $488K <0.01% new 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 4,531 $469K 0.05% -14,127 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 3,582 $468K 0.11% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,496 $466K 0.24% -144 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 4,234 $439K 0.09% +94 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,225 $438K 0.02% +308 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,204 $436K 0.03% -28,827 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,191 $434K <0.01% +423 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,149 $430K 0.01% -964 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,408 $428K 0.09% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,109 $426K 0.06% +22 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,089 $424K 0.01% +537 13F-HR/A Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 4,075 $422K 0.04% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 4,065 $421K 0.31% 0 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 4,063 $421K 0.02% +52 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,957 $410K 0.01% -372 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 3,791 $393K 0.44% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,712 $385K 0.08% -204 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,655 $379K <0.01% +268 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,647 $378K 0.01% +71 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,605 $374K <0.01% -132 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,574 $370K 0.05% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,459 $358K 0.02% new 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 3,441 $357K 0.03% -3,049 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,416 $354K 0.02% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,315 $343K 0.01% -3,048 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,966 $341K <0.01% +768 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,168 $328K 0.02% +268 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 3,147 $326K 0.03% new 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 3,108 $322K 0.76% -180 13F-HR/A Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 3,079 $319K 0.26% -4,008 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,016 $313K 0.01% new 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,000 $311K 0.03% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,950 $306K 0.02% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,795 $290K 0.06% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,779 $288K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,262 $281K 0.01% +936 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 2,700 $280K <0.01% -17,375 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 2,646 $274K 0.01% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 4,540 $271K 0.21% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 2,607 $270K 0.06% new 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 2,600 $269K 0.62% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,582 $268K 0.13% +84 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,560 $265K 0.14% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 2,535 $263K 0.18% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,477 $257K 0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,439 $253K 0.02% +664 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,412 $250K <0.01% -60 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,390 $248K <0.01% -15,478 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,335 $242K 0.01% new 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 2,300 $238K <0.01% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,281 $236K <0.01% -400 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,036 $233K 0.01% +520 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,252 $233K 0.01% -2,484 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 2,217 $230K 0.03% 0 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 2,195 $227K 0.09% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,173 $225K <0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,172 $225K 0.01% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,161 $224K <0.01% 0 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,144 $222K 0.1% new 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,134 $221K 0.46% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,100 $218K 0.02% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,078 $215K <0.01% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,070 $214K 0.02% new 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 2,022 $209K 0.07% -881 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,020 $209K <0.01% -7,390 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,003 $208K 0.02% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,000 $207K 0.03% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,000 $207K 0.01% new 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 2,000 $207K 0.01% 0 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 1,975 $205K <0.01% new 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,970 $204K <0.01% new 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 1,963 $203K 0.02% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,945 $202K 0.02% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,806 $187K 0.04% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,793 $186K 0.07% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,599 $166K 0.01% +17 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 1,535 $157K 0.09% -465 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 1,495 $155K 0.08% -208 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,483 $154K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,440 $149K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,427 $148K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,360 $141K <0.01% +129 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,251 $130K <0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 1,199 $124K 0.02% +562 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,132 $117K <0.01% +27 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,125 $117K 0.01% +38 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,120 $116K 0.03% +605 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,110 $115K 0.02% -1,266 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 965 $100K <0.01% +200 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 954 $98.8K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 877 $90.9K <0.01% +166 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 788 $90.6K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 809 $83.8K 0.02% +297 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 800 $82.9K 0.01% -9,946 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 774 $81.1K <0.01% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 750 $77.7K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 744 $77K <0.01% +356 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 640 $66.3K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 598 $62K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 572 $59.3K <0.01% 0 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 545 $56.5K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 540 $55.9K 0.03% -532 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 500 $51.8K <0.01% 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 500 $51.8K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 500 $51.8K <0.01% 0 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 485 $50.2K 0.01% +51 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 479 $49.6K 0.02% +229 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 450 $46.6K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 403 $41.8K 0.03% +300 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 378 $39.2K 0.02% 13F-HR/A Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 323 $33.5K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 313 $32.5K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 304 $31.5K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 300 $31.1K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 296 $30.7K 0.03% +124 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 288 $29.8K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 287 $29.7K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 242 $25.1K 0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 240 $24.9K <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 240 $24.8K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 206 $21.3K 0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 201 $20.8K <0.01% -74 13F-HR Timeline Group BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 200 $20.7K 0.01% -400 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 200 $20.7K 0.03% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 180 $18.6K <0.01% -58 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 148 $15.9K <0.01% new 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 150 $15.7K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 150 $15.5K 0.01% -500 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 135 $15.5K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 144 $14.9K 0.01% 0 13F-HR Timeline Brandywine Financial Group More: the full row for Brandywine Financial Group 114 $11.8K 0.03% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 101 $10.6K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 100 $10.4K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 100 $10.4K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 100 $10.4K <0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 96 $9.95K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 90 $9.32K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 85 $9K <0.01% 0 13F-HR/A Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 68 $7.04K <0.01% -754 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 66 $6.86K <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. 66 $6.84K <0.01% -6 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 60 $6.22K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 58 $6.11K <0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 52 $5.39K <0.01% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 52 $5.39K <0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 50 $5.18K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 49 $5.08K <0.01% -212 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 39 $4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 38 $3.94K <0.01% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 30 $3.11K <0.01% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 29 $3K <0.01% -660 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 29 $3K <0.01% +11 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 28 $2.94K <0.01% -50 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 27 $2.8K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 24 $2.49K <0.01% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 22 $2.28K <0.01% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 18 $1.86K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 15 $1.55K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15 $1.55K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 11 $1.14K <0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 7 $725 <0.01% -7 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2 $207 <0.01% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1 $104 <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 0 $1 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.