Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 392 $43.6K <0.01% +68 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 375 $41.7K <0.01% +108 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 358 $40.9K <0.01% 0 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 360 $40K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 333 $37.1K <0.01% +45 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 333 $37K <0.01% -17 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 304 $34.9K <0.01% -23 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 301 $33.5K <0.01% +11 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 297 $33K 0.02% -212 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 224 $25.1K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 226 $25.1K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 199 $22.1K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 190 $21.1K <0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 180 $20K <0.01% -2,280 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 168 $18.7K <0.01% +20 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 160 $17.8K <0.01% -6 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 147 $16.3K <0.01% +4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 130 $14.5K <0.01% +35 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 124 $13.8K <0.01% +4 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 114 $12.7K <0.01% -55 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 102 $11.3K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 82 $9.11K <0.01% +16 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 80 $8.89K <0.01% -12 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 73 $8.11K <0.01% +67 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 71 $7.89K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 71 $7.89K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 66 $7.33K <0.01% 0 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 58 $6.45K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 56 $6.22K <0.01% +26 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 56 $6.22K <0.01% +6 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 50 $5.56K <0.01% +14 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 46 $5.11K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 44 $4.89K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 40 $4.45K <0.01% new 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 36 $4K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 33 $3.67K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 31 $3.45K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 27 $3K <0.01% +2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 23 $2.6K <0.01% +11 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 22 $2.44K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 20 $2.22K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 20 $2.22K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 15 $1.67K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14 $1.56K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 11 $1.26K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 11 $1.22K <0.01% 0 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 11 $1.22K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 10 $1.11K <0.01% +5 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8 $892 <0.01% new 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $778 <0.01% +5 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $667 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 5 $558 <0.01% +4 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5 $556 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4 $445 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $445 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3 $334 <0.01% -2 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3 $333 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $333 <0.01% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $222 <0.01% +1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $115 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $111 <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $111 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $111 <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 0 $13 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 2 $0 0% new 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.