YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 1,326 $274K <0.01% +48 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,213 $273K <0.01% -87 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,204 $271K 0.01% -399 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 1,200 $270K 0.04% new 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 1,200 $270K 0.15% 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,190 $268K <0.01% new 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,162 $261K 0.05% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,160 $261K 0.07% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,156 $260K 0.01% -884 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,152 $259K 0.01% +74 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,150 $259K <0.01% -18 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,149 $258K 0.03% -5 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 1,132 $255K 0.27% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,122 $252K 0.02% +17 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,120 $252K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,118 $251K <0.01% +96 13F-HR Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,106 $249K 0.64% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,180 $247K 0.01% -2,097 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,080 $244K 0.02% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,084 $244K <0.01% +108 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,080 $243K 0.1% 0 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 1,075 $242K 0.13% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,059 $238K 0.02% new 13F-HR/A Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,058 $238K 0.01% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,057 $238K 0.03% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,049 $236K 0.01% -945 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,048 $236K 0.08% -2,239 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,048 $236K 0.15% -372 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,041 $234K 0.09% -1,133 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,039 $234K 0.01% -83 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,038 $233K 0.02% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,032 $232K 0.02% -519 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,024 $230K <0.01% -1,441 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,017 $229K 0.02% -1,235 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,017 $229K 0.01% -19,144 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,015 $228K 0.03% -30 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,011 $227K 0.07% +100 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,011 $227K 0.04% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,001 $225K <0.01% +2 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,000 $225K 0.01% 0 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 1,000 $225K 0.12% new 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 1,000 $225K 0.04% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,000 $225K <0.01% 0 13F-HR/A 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 998 $224K <0.01% -139 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 998 $224K <0.01% +154 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 994 $224K 0.05% -24 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 992 $223K 0.02% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 990 $223K <0.01% +136 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 981 $221K <0.01% +177 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 980 $220K 0.1% 0 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 980 $220K 0.03% -69 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 976 $220K <0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 973 $219K 0.03% 0 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 973 $219K 0.03% -555 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 971 $218K <0.01% -1,713 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 970 $218K 0.11% -63 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 969 $218K 0.02% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 962 $216K 0.17% -208 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,025 $216K 0.03% -15 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 959 $216K 0.02% -555 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 955 $215K <0.01% -762 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 954 $215K 0.15% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 953 $214K 0.02% -535 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 949 $213K <0.01% +70 13F-HR Timeline STF Management LP More: the full row for STF Management LP 942 $212K 0.2% -1,255 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 934 $210K <0.01% -32 13F-HR Timeline Group Legato Capital Management LLC More: the full row for Legato Capital Management LLC 925 $208K 0.02% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 925 $208K 0.02% new 13F-HR Timeline Group Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 916 $206K 0.02% -1,064 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 912 $205K 0.14% -154 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 904 $203K 0.02% -122 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 901 $203K 0.17% -562 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 900 $202K 0.1% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 884 $199K <0.01% -339 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 862 $194K 0.37% 0 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 848 $191K 0.08% -15 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 847 $191K 0.16% -1,248 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 825 $186K <0.01% +225 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 818 $184K 0.01% +43 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 817 $184K 0.01% -607 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 780 $175K 0.01% +10 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 770 $173K 0.01% -21,592 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 726 $163K 0.05% -35 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 706 $159K <0.01% +309 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 675 $152K 0.01% 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 675 $152K 0.19% +25 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 655 $147K <0.01% -8 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 655 $147K 0.05% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 652 $147K 0.05% +266 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 596 $134K 0.01% new 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 565 $127K 0.03% -4,500 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 557 $127K 0.03% +513 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 536 $121K 0.04% +44 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 519 $117K 0.01% +119 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 515 $116K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 505 $114K 0.01% -75 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 438 $98.5K 0.07% +59 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 408 $91.8K 0.07% +185 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 402 $91K 0.05% -42 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 442 $88.7K 0.03% +311 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 392 $88.2K <0.01% +261 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 302 $86K 0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 373 $83.9K 0.01% +4 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 358 $81K <0.01% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 350 $78.7K 0.01% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 340 $76.5K 0.03% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 326 $73.3K 0.02% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 309 $69.5K 0.01% -108 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 306 $68.7K <0.01% -1,274 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 300 $67.5K 0.02% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 300 $67K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 293 $66K <0.01% 0 13F-HR/A Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 301 $64.4K <0.01% +261 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 276 $62.1K 0.06% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 277 $61.5K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 273 $61.4K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 267 $60.1K 0.01% -2 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 262 $58.9K <0.01% +261 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 252 $56.7K 0.01% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 243 $54.7K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 242 $54.4K 0.01% -11 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 240 $54K 0.02% -1 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 236 $53.1K 0.01% +42 13F-HR Timeline Quarry LP More: the full row for Quarry LP 232 $52.2K 0.01% +109 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 225 $50.6K 0.04% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 213 $47.9K <0.01% +2 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 210 $47.2K <0.01% +125 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 208 $46.8K 0.01% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 200 $45K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 200 $45K <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 190 $42.7K <0.01% -86 13F-HR Timeline Group Reflection Asset Management More: the full row for Reflection Asset Management 180 $40.5K 0.03% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 175 $39.4K 0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 173 $38.9K 0.02% 13F-HR/A Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 150 $33.7K <0.01% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 150 $33.7K 0.02% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 142 $31.9K 0.02% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 140 $31.5K <0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 135 $30.4K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 131 $29.5K 0.01% +45 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 131 $29.5K 0.03% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 124 $27.9K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 123 $27.7K 0.01% -16 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 113 $25.4K 0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 110 $24.7K 0.01% -46 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 112 $24.3K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 110 $24.3K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 107 $24.1K <0.01% -4 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 107 $24.1K <0.01% -30 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 103 $23.2K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 100 $22.5K <0.01% new 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 100 $22.5K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 100 $22.5K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 98 $22K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 96 $21.6K <0.01% -174 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 95 $21.4K <0.01% -60 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 95 $21.4K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 86 $19.3K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 86 $19.3K <0.01% -2 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 83 $18.7K <0.01% -18 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 80 $18K 0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 77 $17.3K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 74 $16.6K 0.01% +49 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 72 $16.2K <0.01% +44 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 70 $15.7K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 70 $15.7K <0.01% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 70 $15.7K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 69 $15.5K <0.01% +53 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 68 $15.3K <0.01% +13 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 63 $14K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 61 $13.7K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 59 $13.3K <0.01% -490 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 58 $13K <0.01% -20 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 57 $12.8K <0.01% +46 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 54 $12.1K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 51 $11.5K <0.01% +35 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 50 $11.2K <0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 50 $11.2K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 50 $11.2K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 51 $11K <0.01% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. High Note Wealth, LLC More: the full row for High Note Wealth, LLC 45 $10.1K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 43 $9.67K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 43 $9.67K 0.01% 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 41 $9.22K <0.01% 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 41 $9.22K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 37 $8.32K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 37 $8.32K <0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 37 $8.32K 0.01% 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 37 $8.32K <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 36 $8.15K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 35 $7.87K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 34 $7.65K 0.01% -12 13F-HR/A Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 34 $7.65K 0.01% 13F-HR/A Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 33 $7.42K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 32 $7.2K <0.01% +10 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 33 $7K <0.01% -988 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 30 $6.75K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 28 $6.3K <0.01% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 27 $6.07K <0.01% +4 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 27 $6.07K <0.01% new 13F-HR Timeline