PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 26,635 $354K 0.01% -19,854 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 26,286 $349K <0.01% -1,183 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 26,137 $347K <0.01% +5,093 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 25,557 $340K 0.01% +14,116 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 25,539 $339K <0.01% -5,886 13F-HR/A Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 24,808 $330K <0.01% -2,160 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 24,600 $327K 0.01% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 24,507 $326K 0.04% -1,066 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 24,950 $325K 0.03% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 24,347 $324K 0.13% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 23,823 $317K 0.07% -4,800 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 23,716 $315K 0.01% +222 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 23,299 $310K <0.01% new 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 22,743 $302K <0.01% +1,185 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 22,607 $300K 0.02% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 22,447 $298K <0.01% +8,496 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 22,129 $294K 0.02% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 21,660 $288K 0.01% +2,506 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 20,952 $278K 0.02% +16,418 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 20,652 $274K <0.01% +84 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 20,512 $273K 0.01% +10,137 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 20,275 $269K 0.02% +1,355 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 17,803 $267K 0.12% +3,887 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 19,975 $265K 0.01% -10,935 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 19,930 $265K 0.02% +1,013 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 19,589 $260K 0.03% new 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 19,264 $256K 0.16% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 18,881 $251K 0.02% -2,095 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 18,861 $251K 0.02% +2,783 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 18,787 $250K 0.01% +847 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 18,680 $248K 0.12% +1,937 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 18,673 $248K 0.02% +4,177 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 18,506 $246K 0.01% +515 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 18,362 $244K 0.02% +52 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18,343 $244K <0.01% -574 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 18,325 $244K 0.01% +4,165 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 18,093 $240K <0.01% +4,212 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 18,046 $240K <0.01% 0 13F-HR Timeline Group Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 17,938 $238K 0.08% -678 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 17,876 $238K <0.01% -2,188 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 17,826 $237K 0.01% +567 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 17,723 $236K 0.01% +399 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 17,624 $234K 0.01% +564 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 17,274 $230K 0.03% +1,149 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 17,208 $229K 0.01% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 16,634 $221K 0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 16,604 $221K 0.05% -912 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 16,293 $217K 0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 15,872 $211K <0.01% +8,559 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 15,716 $209K <0.01% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 15,666 $208K 0.04% -236 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 15,596 $207K -8,877 Timeline &PARTNERS More: the full row for &PARTNERS 15,330 $206K <0.01% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 15,242 $203K 0.02% -104,293 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 15,232 $202K 0.03% +2,181 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 15,223 $202K 0.09% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 15,200 $202K 0.05% +321 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 15,198 $202K 0.01% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 15,130 $201K 0.06% -7,716 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 14,841 $197K 0.06% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 14,675 $195K <0.01% +91 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 14,625 $194K 0.04% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,351 $191K <0.01% +2,525 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 14,031 $186K 0.01% -144,617 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 13,963 $185K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 13,668 $182K 0.02% +4,388 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 13,061 $174K 0.07% +59 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 12,706 $169K <0.01% +11,878 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,672 $168K 0.04% +34 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,659 $168K 0.01% +1,675 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,813 $165K <0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,040 $160K <0.01% -16,247 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 11,899 $158K 0.01% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 11,442 $152K 0.08% -665 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 11,435 $152K 0.02% +1,134 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,241 $149K 0.02% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 11,223 $149K 0.01% -931 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,989 $146K <0.01% -1,851 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,991 $146K <0.01% +4,925 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 10,815 $144K 0.04% +368 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 10,773 $143K <0.01% -18,371 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10,692 $142K 0.08% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 10,636 $141K 0.01% new 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 10,633 $141K 0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,590 $141K <0.01% +279 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 10,608 $141K 0.01% +47 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,540 $140K <0.01% +259 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,440 $139K <0.01% -72 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,925 $139K 0.01% +125 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,351 $138K <0.01% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 10,000 $133K 0.05% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,755 $130K <0.01% -93 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 9,476 $126K 0.01% +674 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 9,003 $120K 0.07% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 8,932 $119K <0.01% +3,437 13F-HR Timeline Group Pingora Partners LLC More: the full row for Pingora Partners LLC 8,900 $118K 0.08% -1,200 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 8,324 $111K 0.02% -437 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,052 $107K <0.01% +51 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7,323 $96.6K <0.01% -454 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 6,011 $87K <0.01% +1,283 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,413 $85.2K <0.01% +4,772 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 5,608 $74.5K 0.04% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,598 $74.4K 0.01% +237 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,389 $71.6K 0.01% +765 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,360 $71.2K <0.01% 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 5,000 $66.5K 0.02% -700 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,267 $56.7K <0.01% -28 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,950 $52.5K <0.01% +320 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,762 $50K <0.01% +1,011 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,584 $47.6K 0.04% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,346 $44.5K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,099 $41.2K <0.01% +306 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 3,083 $41K 0.02% -41 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,916 $38.8K <0.01% +1,678 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,896 $38.5K 0.03% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,714 $36.1K <0.01% -303 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,700 $35.9K <0.01% 0 13F-HR Timeline Group Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 2,619 $34.8K <0.01% -385 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,579 $34.3K <0.01% -29 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,495 $33.2K 0.01% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,000 $27K <0.01% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,945 $25.9K 0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,930 $25.6K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,852 $24.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,790 $23.8K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,733 $23K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,680 $22.3K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,640 $22K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,579 $21K <0.01% +1,318 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,534 $20.4K 0.01% +1,470 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,500 $19.9K <0.01% +261 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,428 $19K <0.01% -957 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,385 $18K <0.01% new 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,129 $15K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,058 $14.1K 0.01% -517 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,029 $13.7K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,005 $13.4K <0.01% +120 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 836 $11.1K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 727 $9.66K <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 721 $9.58K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 700 $9.3K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 674 $8.96K <0.01% +416 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 668 $8.88K 0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 656 $8.72K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 633 $8.41K <0.01% -510 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 622 $8.27K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 578 $7.69K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 542 $7.2K <0.01% -100 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 559 $7K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 495 $6.58K <0.01% -117 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 490 $6.51K <0.01% -120 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 475 $6.31K <0.01% -44 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 440 $5.85K 0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 462 $5.78K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 416 $5.53K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 392 $5.21K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 385 $5.12K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 365 $4.85K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 341 $4.53K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 290 $4.19K <0.01% +50 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 311 $4.13K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 275 $4K <0.01% 0 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 296 $3.94K 0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 273 $3.63K <0.01% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 239 $3.18K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 194 $3.12K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 225 $2.99K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 219 $2.91K <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 211 $2.8K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 204 $2.71K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 200 $2.66K <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. 173 $2.3K <0.01% +92 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 149 $1.98K <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 149 $1.98K <0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 145 $1.93K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 135 $1.8K <0.01% 0 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 129 $1.71K <0.01% 0 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 129 $1.71K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 123 $1.64K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 105 $1.4K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 112 $1K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 61 $811 <0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 56 $745 <0.01% -26 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 49 $652 <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 23 $306 <0.01% 0 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 21 $289 0.03% -25,280 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 20 $261 <0.01% new 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 15 $199 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 15 $199 <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 10 $133 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 8 $106 <0.01% -93 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $9 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.