NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,352 $291K <0.01% +659 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,241 $285K <0.01% +2,091 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 6,238 $285K <0.01% -286 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,169 $282K 0.01% +1,833 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,156 $282K 0.01% -1,268 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,031 $276K 0.04% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,024 $276K <0.01% -397 13F-HR Timeline Group OP Asset Management Ltd More: the full row for OP Asset Management Ltd 5,880 $269K <0.01% new 13F-HR/A Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,838 $267K <0.01% +988 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 5,808 $266K 0.01% 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,646 $258K 0.01% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 5,577 $255K 0.57% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,534 $253K 0.08% -1,466 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 5,523 $253K <0.01% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,425 $248K <0.01% +378 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 5,250 $240K 0.12% +50 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,147 $235K <0.01% -892,895 13F-HR Timeline Group Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 5,139 $235K 0.04% +1,299 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 5,057 $231K 0.01% -18,343 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,047 $231K 0.02% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,021 $230K 0.05% -7 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 4,991 $228K 0.17% +1,062 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,988 $228K 0.03% -12 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,975 $228K <0.01% -7 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,969 $227K 0.01% -502 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 4,932 $226K 0.01% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,792 $219K 0.08% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,785 $219K +130 Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,674 $214K 0.01% +270 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,664 $213K <0.01% -362 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 4,648 $213K <0.01% new 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,613 $211K 0.01% +428 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,587 $210K <0.01% -730 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,580 $209K <0.01% +2,504 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 4,400 $201K 0.1% +700 13F-HR Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 4,389 $201K 0.52% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,170 $191K <0.01% +245 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,875 $177K 0.01% +2,191 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,844 $176K <0.01% +661 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,609 $165K <0.01% +1,151 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CSS LLC/IL More: the full row for CSS LLC/IL 3,366 $154K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,342 $153K <0.01% +797 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,076 $141K <0.01% -3,473 13F-HR/A Timeline Group RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 3,039 $139K 0.04% +301 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 3,017 $138K 0.03% +98 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 2,540 $116K 0.05% 0 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,536 $116K 0.08% -13 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,457 $112K <0.01% +123 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,314 $106K <0.01% -233 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,199 $101K <0.01% +2,000 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 2,175 $99.5K 0.01% -7,356 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,146 $98.2K 0.07% -15,396 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,142 $98K <0.01% +1,698 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 2,091 $95.6K 0.1% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,049 $93.7K <0.01% +254 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,000 $91.5K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,952 $89.3K <0.01% -9,767 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,797 $82.2K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,737 $79.5K <0.01% +739 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,700 $77.8K <0.01% +799 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,600 $73.2K <0.01% +400 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 1,584 $72.5K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,501 $68.7K <0.01% +208 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,318 $60.3K 0.01% +111 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,223 $55.9K <0.01% -116 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,177 $53.8K <0.01% +928 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,091 $53.1K <0.01% +237 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,040 $47.6K <0.01% -140 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,023 $46.8K <0.01% -296 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,007 $46.1K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,006 $46K <0.01% -26 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,000 $45.7K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,000 $45.7K 0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 981 $44.9K 0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 966 $44.2K <0.01% -17,460 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 900 $42K 0.01% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 681 $40.5K <0.01% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 890 $40K <0.01% -120 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 722 $33K <0.01% -194 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 700 $32K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 675 $30.9K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 673 $30.8K 0.01% -316 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 643 $29.4K <0.01% -23 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 627 $28.7K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 572 $26.4K <0.01% +145 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 573 $26.2K 0.01% -1,056 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 564 $25.8K <0.01% +212 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 549 $25.1K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 524 $24K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 500 $22.9K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 440 $21.4K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 468 $21.4K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 450 $20.6K <0.01% +56 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 436 $19.9K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 400 $18.3K 0.01% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 361 $17K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 346 $16K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 300 $15.2K 0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 316 $14.5K 0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 311 $14.2K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 300 $13.8K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 300 $13.7K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 280 $13.4K <0.01% 0 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 294 $13K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 279 $13K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 277 $12.7K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 273 $12.5K <0.01% -32 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 272 $12.4K <0.01% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 270 $12.3K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 267 $12.2K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 255 $11.7K <0.01% +29 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 250 $11.4K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 238 $10.9K <0.01% -10 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 209 $9.56K <0.01% +85 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 200 $9.15K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 177 $8.1K <0.01% -44 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 171 $7.84K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 165 $7.55K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 165 $7.55K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 135 $7.34K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 157 $7.18K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 154 $7.04K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 150 $6.86K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 142 $6.5K <0.01% +128 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 138 $6.31K <0.01% +10 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 136 $6.22K <0.01% +7 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 136 $6.22K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 127 $5.82K <0.01% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 127 $5.81K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 122 $5.58K <0.01% +15 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 114 $5.21K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 110 $5.03K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 100 $4.57K <0.01% -50 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $4.57K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 100 $4.57K <0.01% +50 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 46 $4.57K <0.01% -11 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 94 $4.3K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 93 $4.25K <0.01% +3 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 92 $4.21K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 77 $4K <0.01% -1,605 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 84 $3.84K <0.01% -1,019 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 82 $3.75K <0.01% +31 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 66 $3.54K <0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 76 $3.48K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 72 $3.29K <0.01% -38 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 69 $3.16K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 68 $3.11K <0.01% -1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 64 $2.93K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 59 $2.7K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 55 $2.52K <0.01% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 53 $2.42K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 53 $2.41K <0.01% +14 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 52 $2.38K <0.01% -4,613 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 52 $2.38K <0.01% -1 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 50 $2.29K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 49 $2.24K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 48 $2.2K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 47 $2.15K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 46 $2.1K <0.01% 0 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 45 $2.06K <0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 58 $2K <0.01% -1,991 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 43 $1.97K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 41 $1.88K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 30 $1.37K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 30 $1.37K <0.01% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 27 $1.22K <0.01% 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 26 $1.19K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 25 $1.14K <0.01% +5 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 29 $1K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 21 $961 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20 $915 <0.01% -27 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 20 $915 <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 19 $870 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 18 $823 <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 18 $823 <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 16 $732 <0.01% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 15 $687 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 15 $686 <0.01% -10 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 15 $686 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 15 $686 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13 $595 <0.01% +3 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 12 $549 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11 $504 <0.01% +9 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 11 $503 <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8 $366 <0.01% -1,180 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 7 $337 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6 $323 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $320 <0.01% -3 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 6 $275 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $233 <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5 $229 <0.01% -2,500 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5 $229 <0.01% -1 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 5 $216 <0.01% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4 $183 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $183 <0.01% -5 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3 $137 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $137 <0.01% +1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1 $46 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $45 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 18 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.