Clarius Group, LLC More: the full row for Clarius Group, LLC 31,426 $733K 0.04% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 31,323 $730K <0.01% -204,838 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 30,776 $717K 0.11% +1,307 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 30,361 $708K <0.01% -1,643 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 35,751 $697K <0.01% 0 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 29,773 $694K <0.01% +4,236 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 29,736 $693K 0.01% +8,227 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 29,056 $677K 0.01% +596 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 28,931 $674K 0.04% +3,528 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 28,870 $673K 0.01% +4,421 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 28,550 $666K 0.13% +5,740 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 27,903 $650K 0.1% +130 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 27,500 $641K 0.09% -16,000 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 27,243 $635K 0.14% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 27,211 $634K 0.01% +3,244 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 26,931 $628K <0.01% 0 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 26,415 $616K 0.01% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 25,815 $602K 0.01% 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 25,618 $597K <0.01% +1,506 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 25,593 $597K 0.03% +2,613 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 25,198 $587K 0.01% +8,562 13F-HR Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 25,106 $585K 0.02% +2,741 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 25,055 $584K <0.01% +15,055 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 24,377 $568K 0.01% -2,709 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 24,068 $561K 0.17% +1,029 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 23,713 $553K 0.22% +2,000 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 23,314 $543K 0.19% +4,874 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 23,140 $539K 0.14% +13,125 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,328 $520K <0.01% +575 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 22,301 $520K 0.01% +156 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 22,224 $518K 0.01% +1,452 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 22,189 $517K 0.02% +112 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 21,995 $513K 0.01% -822 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 21,834 $509K <0.01% +1,284 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 21,709 $506K 0.02% new 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 21,673 $505K 0.03% +2,409 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 21,368 $498K <0.01% -2,259 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 20,966 $489K 0.03% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 20,801 $485K 0.1% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 20,369 $475K 0.01% +621 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 20,189 $471K 0.01% -1,465 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 20,164 $470K 0.02% -101 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 18,724 $464K 0.03% +923 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 19,362 $451K <0.01% +988 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 19,081 $445K <0.01% -8,103 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 19,037 $444K 0.02% +618 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 18,982 $442K 0.04% -1,321 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 18,919 $441K 0.02% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 18,915 $441K 0.06% +2,990 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 18,801 $438K 0.01% +4,580 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 18,672 $435K 0.04% +1,987 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 18,587 $433K 0.01% -250 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 18,462 $430K 0.03% +3,598 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 18,368 $424K 0.01% +1,534 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 18,152 $423K 0.13% 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 18,091 $422K <0.01% -887 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,949 $418K <0.01% new 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 17,811 $415K <0.01% -2,569 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 17,491 $408K 0.01% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 17,080 $398K 0.07% -6 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 16,960 $395K <0.01% +960 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 16,935 $395K <0.01% new 13F-HR Timeline Group Covenant Partners, LLC More: the full row for Covenant Partners, LLC 16,895 $394K 0.12% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,743 $390K <0.01% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 16,731 $390K 0.02% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 16,648 $388K 0.09% -766 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 16,528 $385K 0.01% -1,571 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 16,521 $385K 0.01% +2,832 13F-HR/A Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 16,499 $385K 0.02% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 16,147 $376K 0.04% -672 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 15,738 $367K 0.03% +622 13F-HR/A Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 15,562 $363K 0.01% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 15,508 $361K 0.06% -3,301 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 15,357 $358K 0.02% +3 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 15,227 $355K 0.1% -109 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,062 $351K 0.01% +418 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 15,027 $350K 0.1% 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 15,008 $350K 0.12% 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 15,003 $350K 0.07% +439 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 14,838 $346K 0.02% +290 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,562 $339K <0.01% +181 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 14,525 $339K 0.06% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 14,336 $334K 0.03% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 14,334 $334K 0.01% -25,178 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 14,243 $332K 0.01% -500 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 14,202 $331K <0.01% +1,450 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 14,168 $330K 0.01% +463 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 13,968 $326K 0.03% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,892 $324K 0.01% +2,826 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 13,741 $320K 0.21% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 13,671 $319K 0.03% -246 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 13,670 $319K 0.04% -1,380 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 13,659 $318K 0.17% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 13,597 $317K 0.08% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 13,558 $316K 0.02% -68 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 13,435 $313K <0.01% +713 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 13,407 $313K <0.01% +2,256 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 13,390 $312K 0.21% +469 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 13,269 $309K <0.01% +2,615 13F-HR Timeline Group St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 13,264 $309K 0.13% -3,500 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 13,220 $308K <0.01% +690 13F-HR Timeline Group a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 13,150 $307K 0.02% +1,536 13F-HR Timeline Group LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 13,144 $306K 0.1% -185 13F-HR/A Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 12,926 $301K 0.01% +1,458 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 12,910 $301K 0.01% 0 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 12,902 $301K 0.17% +767 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 12,785 $298K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,773 $298K <0.01% -139 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,724 $297K 0.01% +2,535 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,675 $295K 0.01% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 12,482 $291K 0.05% -355 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 12,185 $284K 0.04% -11,073 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 12,138 $283K 0.12% -125 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 12,014 $280K 0.02% -360 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 12,000 $280K 0.03% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 11,854 $276K 0.09% -1,776 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 11,737 $274K 0.26% 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 11,734 $274K 0.04% +757 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 11,135 $260K <0.01% new 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 11,052 $258K 0.02% 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 11,015 $257K 0.01% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 11,000 $256K 0.17% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,857 $253K 0.03% +344 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 10,786 $251K 0.21% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,492 $245K <0.01% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,474 $244K 0.01% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 10,325 $241K 0.01% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 10,289 $239K 0.06% +220 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 10,003 $233K 0.2% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,694 $226K 0.01% -708 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,566 $223K 0.01% -642 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 9,533 $222K 0.04% 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 9,505 $222K 0.01% new 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 9,485 $221K 0.05% -951 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,415 $219K <0.01% -684 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,415 $219K 0.01% 0 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,331 $218K <0.01% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 9,284 $216K 0.06% -4,106 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,996 $210K 0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 8,964 $209K 0.02% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,795 $205K <0.01% new 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,659 $202K 0.03% +4,016 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 8,535 $199K 0.02% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 8,535 $199K 0.08% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 8,515 $198K 0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 7,877 $184K <0.01% +4,681 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,322 $170K <0.01% +1,913 13F-HR Timeline Group Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 6,784 $158K 0.1% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,550 $153K 0.05% +62 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6,382 $149K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,338 $148K 0.06% 0 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 5,866 $137K 0.06% new 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 5,777 $135K 0.06% new 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,666 $132K 0.04% +624 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,390 $126K <0.01% -67 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 5,341 $124K <0.01% +410 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 5,200 $121K 0.03% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,081 $118K <0.01% +4,227 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,848 $113K 0.01% +1,930 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,784 $112K <0.01% +47 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,601 $107K <0.01% +989 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 4,155 $100K 0.07% -252 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,703 $86.3K 0.01% +1,938 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,361 $78.3K <0.01% +18 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,233 $75.4K 0.01% -193,650 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,169 $73.9K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,757 $64.3K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,459 $59.4K 0.01% +111 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,429 $56.6K <0.01% new 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,316 $55.6K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,359 $55K <0.01% +243 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,347 $54.7K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,045 $47.7K 0.01% +81 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 2,003 $46.7K 0.02% 13F-HR/A Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,911 $44.5K 0.03% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,900 $44.3K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,701 $42.8K 0.01% +104 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,796 $41.9K <0.01% +151 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,727 $40.3K <0.01% +1,584 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,557 $37.9K <0.01% +1,015 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,552 $36.2K 0.02% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,550 $36.1K 0.01% +319 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,542 $35.9K <0.01% -177 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,493 $34.8K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,465 $34.1K <0.01% +32 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,458 $34K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,456 $33.9K <0.01% +456 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 1,369 $31K 0.02% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,314 $30.6K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. 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