Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,300 $77.5K 0.07% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,271 $75.8K <0.01% -506 13F-HR/A Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,330 $74.2K 0.83% +1,322 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,184 $70.6K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,152 $68.7K <0.01% +189 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,146 $68.4K <0.01% +204 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,112 $66.3K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,028 $61.3K <0.01% -64 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,011 $60.3K 0.01% +395 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 1,000 $59.6K 0.01% -3,600 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $59.5K <0.01% -168 13F-HR Timeline Amount filed as zero, left out of ratios. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 995 $59.4K 0.01% -9 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 994 $59.3K 0.03% 0 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 932 $56K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 861 $51.4K <0.01% -714 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 851 $51K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 840 $50.1K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 839 $50K 0.03% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 801 $48K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 722 $43.4K <0.01% +149 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 721 $43K <0.01% -45 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 716 $42.7K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 698 $41.6K <0.01% 0 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 696 $41.5K <0.01% +424 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 691 $41.2K <0.01% -1,032 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 665 $39.7K <0.01% -2 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 663 $39.5K 0.01% +62 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 659 $39.3K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 614 $36.6K <0.01% -1 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 600 $35K 0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 580 $34.6K 0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 564 $33.6K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 517 $30.8K <0.01% -904 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for Center for Financial Planning, Inc. 364 $21.7K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 359 $21K <0.01% +10 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 330 $19.7K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 328 $19K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 280 $16.7K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 277 $16.5K <0.01% -2 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 276 $16.5K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 274 $16.4K 0.01% -383 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 269 $16K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 264 $15.7K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 253 $15.1K <0.01% -32 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 252 $15K <0.01% -14 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 251 $15K <0.01% -14 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 250 $14.9K <0.01% new 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/ 245 $14.6K <0.01% +124 13F-HR/A Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 230 $13.7K <0.01% -45 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 225 $13.4K 0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 218 $13K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 215 $12.8K <0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 172 $10.3K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 161 $9.6K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 157 $9K <0.01% +144 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 147 $8.77K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 145 $8.65K <0.01% -146 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 144 $8.59K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 135 $8.05K <0.01% +45 13F-HR Timeline Group DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 133 $8K <0.01% +17 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 110 $6.56K <0.01% +9 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 103 $6.17K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 90 $6.12K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 99 $5.91K <0.01% +24 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 79 $4.71K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 75 $4.47K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 75 $4.47K <0.01% 0 13F-HR/A Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 74 $4.42K <0.01% -16 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 63 $3.76K <0.01% -24 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 60 $3.58K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 53 $3.16K <0.01% new 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 49 $2.92K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 44 $2.62K <0.01% -27 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 38 $2.52K <0.01% +1 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 40 $2.39K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 40 $2.39K <0.01% +39 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 39 $2.33K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 38 $2.27K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 37 $2.23K <0.01% 0 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 34 $2.03K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 34 $2.03K <0.01% -2 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 48 $2K <0.01% -10 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 33 $2K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 33 $1.99K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 33 $1.97K <0.01% -1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 31 $1.85K <0.01% +1 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 30 $1.79K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 30 $1.79K <0.01% -3 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 29 $1.73K <0.01% -85 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 27 $1.61K <0.01% -133 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 26 $1.55K <0.01% -3 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 22 $1.31K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 18 $1.07K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 18 $1.07K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17 $1.01K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 16 $955 <0.01% -10 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 15 $895 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 15 $895 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 13 $818 <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 11 $664 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 10 $616 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $597 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $596 <0.01% +6 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 9 $537 <0.01% new 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $482 <0.01% +6 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7 $418 <0.01% +2 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7 $417 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $298 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5 $298 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $298 <0.01% -1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4 $239 <0.01% +2 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 4 $239 <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 3 $179 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1 $60 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 0 $11 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -40 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.