EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,587 $220K 0.01% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,558 $217K 0.02% new 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 2,550 $217K 0.16% 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 2,550 $217K <0.01% -512 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,550 $217K 0.04% -691 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 2,545 $216K 0.02% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,530 $215K 0.13% -172 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,330 $215K 0.05% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,524 $215K <0.01% new 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,523 $214K <0.01% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,512 $213K 0.03% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,510 $213K 0.07% -2,559 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,505 $213K 0.03% -500 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 2,495 $212K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,493 $212K 0.02% +168 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,486 $211K 0.15% new 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 2,483 $211K 0.12% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,473 $210K 0.01% new 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 2,459 $209K 0.03% new 13F-HR/A Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,458 $209K 0.03% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,370 $207K 0.02% +1,064 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,390 $203K 0.01% new 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 2,386 $203K 0.02% new 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 2,387 $203K 0.09% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,385 $203K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,368 $201K 0.01% +302 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,360 $201K <0.01% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,358 $200K 0.02% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,326 $200K 0.03% +1,637 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,332 $198K 0.02% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,304 $196K 0.04% -1,002 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,300 $195K 0.07% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,174 $190K 0.02% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,172 $185K 0.11% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,171 $185K 0.23% 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,147 $182K 0.02% +18 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,137 $182K 0.05% -108 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,136 $182K 0.01% +1,465 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 2,135 $181K 0.12% +1,025 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,056 $175K 0.02% +450 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,041 $173K <0.01% -24 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,973 $168K 0.04% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,987 $164K <0.01% -8 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,929 $164K 0.07% +429 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,923 $163K 0.01% +543 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,895 $161K 0.01% +703 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,692 $144K <0.01% -218 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 1,690 $144K 0.04% -5,595 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,661 $141K 0.04% -51 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,647 $140K <0.01% -151 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 1,546 $131K 0.12% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,443 $131K 0.01% -66 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,525 $130K 0.05% +1,425 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,491 $127K 0.01% 0 13F-HR Timeline Mizuho Securities Co. Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Securities Co. Ltd. 1,440 $126K 1.9% -7,270 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,480 $126K 0.1% +1,472 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,440 $122K <0.01% -115 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,295 $110K 0.05% -494 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 1,263 $107K 0.02% +963 13F-HR Timeline Group Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,252 $106K 0.01% -99 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,174 $100K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,129 $96K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,096 $93.1K <0.01% -668 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,086 $92.3K 0.01% -539 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,082 $92K 0.01% +32 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,035 $90.5K 0.01% +185 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,063 $90.3K 0.02% -51 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,040 $88.4K <0.01% +15 13F-HR Timeline Group Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,040 $88.4K 0.08% 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,037 $88.1K 0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,030 $87.5K <0.01% 0 13F-HR Timeline CAZ INVESTMENTS LP in group CAZ INVESTMENTS LP More: the full row for CAZ INVESTMENTS LP 1,000 $85K 0.12% -2,000 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,000 $85K 0.03% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 982 $83.5K 0.02% +152 13F-HR Timeline City State Bank More: the full row for City State Bank 925 $78.6K 0.03% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 921 $78.3K <0.01% +742 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 898 $76.3K <0.01% +95 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 882 $75K <0.01% -22,831 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 875 $74.4K 0.01% -533 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 873 $74.2K 0.05% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 818 $69.5K 0.01% +65 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 815 $69.3K <0.01% -5,763 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 814 $69K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caldwell Trust Co More: the full row for Caldwell Trust Co 800 $68K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 795 $67.6K 0.01% +42 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 760 $64.6K 0.01% +360 13F-HR Timeline CNB Bank More: the full row for CNB Bank 746 $63.4K 0.03% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 730 $62K 0.03% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 713 $61K <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. 686 $58.3K <0.01% -16 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 683 $58K 0.02% -426 13F-HR/A Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 679 $57.7K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 675 $57.4K <0.01% -41 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 668 $56.8K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 659 $56K 0.01% +45 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 653 $55.5K 0.04% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 630 $53.5K <0.01% -100 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 611 $51.9K 0.01% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 600 $51K 0.02% +250 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 597 $50.7K 0.04% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 594 $50.5K 0.01% +65 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 579 $49.2K <0.01% 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 520 $44.2K <0.01% +98 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 508 $43.2K 0.04% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 505 $42.9K <0.01% -1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 502 $42.6K 0.02% +8 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 500 $42.5K 0.03% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 480 $40.8K 0.02% +132 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 478 $40.6K 0.01% +17 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 450 $38.2K 0.01% 0 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 450 $38K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 436 $37.1K <0.01% +34 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 428 $36.4K <0.01% +43 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 426 $36.2K 0.02% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 418 $35.5K <0.01% +136 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 400 $34K 0.07% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 395 $33.6K 0.03% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 394 $33.5K 0.01% +159 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 383 $32.6K <0.01% -126 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 376 $32K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 361 $30.7K 0.01% +50 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 355 $30.2K <0.01% -58 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 352 $30K <0.01% +45 13F-HR/A Timeline EMC Capital Management More: the full row for EMC Capital Management 350 $30K 0.02% -9,282 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 351 $29.8K 0.02% 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 343 $29.2K 0.03% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 313 $26.6K <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 311 $26.4K 0.01% +11 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 308 $26.2K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 308 $26K <0.01% +2 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 300 $25.5K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 300 $25.5K <0.01% -10 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 300 $25.5K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 296 $25.2K <0.01% +15 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 292 $24.8K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 291 $24.7K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 286 $24.3K <0.01% -35 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 285 $24.2K 0.02% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 278 $23.6K <0.01% -11 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 267 $22.7K 0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 264 $22.4K <0.01% -34 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 251 $21.3K <0.01% -74 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 246 $20.9K 0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 245 $20.8K 0.01% +70 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 220 $20K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 232 $19.7K <0.01% -18 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 231 $19.6K <0.01% -160 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 229 $19.5K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 231 $19K <0.01% +59 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 223 $19K <0.01% -211 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 223 $18.9K <0.01% +23 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 214 $18K <0.01% -90 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 206 $17.5K 0.02% 13F-HR/A Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 200 $17K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 200 $17K <0.01% -17 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 200 $17K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 200 $17K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 200 $17K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 200 $17K 0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 200 $17K 0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 199 $16.9K <0.01% +43 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 193 $16.4K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 192 $16.3K 0.01% +28 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 190 $16.1K <0.01% -122 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 185 $15.7K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 179 $15.2K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 179 $15.2K <0.01% +174 13F-HR/A Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 176 $15K <0.01% +88 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 170 $14.4K <0.01% +47 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 170 $14.4K <0.01% -40 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 166 $14.1K <0.01% +80 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 166 $14.1K 0.01% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 165 $14K <0.01% 0 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 164 $13.9K -71 Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 162 $13.8K 0.01% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 150 $13.6K 0.01% -2,450 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 159 $13.5K 0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 159 $13.5K <0.01% 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 157 $13.3K 0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 150 $12.7K <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 150 $12.7K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 150 $12.7K 0.01% 0 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 150 $12.7K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 149 $12.7K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 147 $12.5K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 144 $12.2K <0.01% +94 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 140 $11.9K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 134 $11.4K <0.01% -5 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 132 $11.2K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 125 $10.6K 0.01% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 118 $10K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 116 $9.86K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 102 $9.4K 0.01% 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 106 $9.01K <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 105 $8.92K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 103 $8.75K 0.01% 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 102 $8.67K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $8.5K <0.01% 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 100 $8.5K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 100 $8.5K <0.01% new 13F-HR/A Timeline