ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 964 $107K <0.01% +702 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 870 $96.8K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 827 $92.1K <0.01% -1,478 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 752 $83.7K 0.01% -25 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 700 $77.9K 0.01% +59 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 691 $76.9K <0.01% +25 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 676 $75.2K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 628 $69.9K 0.03% +481 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 590 $66K 0.04% +138 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 573 $63.8K 0.04% +7 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 567 $63.1K <0.01% -147 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 544 $60.6K <0.01% -776 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 530 $59K <0.01% -288 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 520 $57.9K 0.01% -95 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 467 $52K <0.01% -40 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 442 $49.2K <0.01% 0 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 434 $48.3K <0.01% +22 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 423 $47.1K <0.01% +135 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 415 $46.2K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 400 $44.5K 0.01% 0 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 400 $44.5K 1.1% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 379 $42.2K 0.01% +337 13F-HR Timeline Group Napier Financial, LLC More: the full row for Napier Financial, LLC 366 $40.7K 0.01% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 350 $39K 0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 340 $37.8K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 330 $36.7K <0.01% -62 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 320 $35.6K 0.02% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 322 $35.1K 0.03% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 300 $33.4K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 299 $33.3K 0.01% -6 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 270 $30.1K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 263 $29.3K <0.01% new 13F-HR Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 261 $29.1K 0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 255 $28.4K <0.01% +58 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 250 $27.8K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 250 $27.8K 0.01% +140 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 234 $26K 0.02% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 233 $25.9K <0.01% +88 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 231 $25.7K 0.01% -34 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 229 $25.5K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 227 $25.3K 0.02% +67 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 223 $24.8K <0.01% +81 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 226 $24.3K <0.01% +115 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 214 $23.8K <0.01% +39 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 198 $22K 0.02% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 193 $21.5K 0.02% +21 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 188 $20.9K <0.01% +44 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 184 $20.5K <0.01% -6 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 181 $20.1K 0.01% +80 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 181 $20.1K <0.01% +101 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 180 $20K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 167 $18.6K <0.01% -3 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 161 $17.9K <0.01% -717 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 156 $17.4K <0.01% 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 155 $17.3K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 154 $17.1K <0.01% +9 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 150 $17K <0.01% +27 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 149 $16.6K 0.01% +2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 146 $16.3K <0.01% -3 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 140 $15.6K 0.01% +40 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 137 $15.2K <0.01% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 136 $15.1K <0.01% new 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 135 $15K <0.01% 0 13F-HR Timeline Group Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 135 $15K <0.01% 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 134 $14.9K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 130 $14.5K <0.01% +69 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 125 $13.9K <0.01% +66 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 125 $13.9K 0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 121 $13.5K <0.01% +11 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 112 $12.5K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 107 $11.9K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 107 $11.9K <0.01% +15 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 100 $11.1K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 98 $10.9K 0.01% +54 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 93 $10.4K <0.01% +7 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 93 $10.4K <0.01% +11 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 91 $10.1K <0.01% +59 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 91 $10.1K <0.01% +76 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 90 $10K <0.01% +4 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 90 $10K 0.01% +8 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 86 $9.57K <0.01% -66 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 80 $9.44K 0.01% 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 81 $9.02K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 80 $8.9K <0.01% -100 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 79 $8.79K <0.01% -4,818 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 77 $8.57K <0.01% +32 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 67 $7.46K <0.01% -135 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 62 $7.41K <0.01% -20 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 64 $7.08K <0.01% +3 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 63 $7.01K <0.01% +56 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 62 $6.9K <0.01% -18 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 62 $6.9K <0.01% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 62 $6.9K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 60 $6.68K <0.01% -65 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 60 $6.68K <0.01% +49 13F-HR/A Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 56 $6.23K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 55 $6.12K <0.01% +32 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 62 $6K <0.01% +18 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 53 $5.9K <0.01% -4 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 54 $5.79K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 52 $5.79K <0.01% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 52 $5.76K <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 50 $5.57K 0.01% new 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 48 $5.41K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 46 $5.12K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 41 $5K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 39 $4.34K <0.01% +14 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 39 $4.34K <0.01% +3 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 37 $4.12K <0.01% +6 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 35 $3.9K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 33 $3.67K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 32 $3.56K <0.01% -4 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 32 $3.56K <0.01% -11 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 32 $3.56K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 26 $3.24K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 29 $3.23K <0.01% +12 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 29 $3.23K <0.01% -92 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 27 $3.01K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 27 $3K <0.01% -54 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 27 $3K <0.01% 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 26 $2.89K <0.01% -3 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 25 $2.82K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 25 $2.78K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 24 $2.67K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 23 $2.56K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 22 $2.45K <0.01% +7 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 20 $2.23K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 20 $2.23K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 19 $2.12K <0.01% +6 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 19 $2.12K <0.01% +9 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 18 $2K <0.01% +5 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 18 $2K <0.01% +12 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 18 $2K <0.01% 0 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 17 $1.89K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 17 $1.85K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 15 $1.67K <0.01% +5 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 15 $1.67K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $1.67K <0.01% +10 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 14 $1.56K <0.01% -34 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 13 $1.45K <0.01% +3 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 13 $1.45K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 13 $1.45K <0.01% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 12 $1.34K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $1.34K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 12 $1.34K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 11 $1.23K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 11 $1.22K <0.01% +6 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 10 $1.2K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 10 $1.16K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 10 $1.11K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 9 $1K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 9 $1K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 9 $956 <0.01% +1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 8 $891 <0.01% +1 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 8 $891 <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 8 $890 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 7 $780 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 7 $779 <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6 $692 <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 6 $668 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $557 <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5 $557 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5 $557 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $557 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4 $455 <0.01% +1 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4 $446 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 4 $445 <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3 $334 <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2 $223 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $223 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $223 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $112 <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1 $111 <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1 $111 <0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 1 $111 <0.01% 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 0 $20 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,368 $598M -1,255 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.