Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 7,637 $360K <0.01% -2,261 13F-HR/A Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 7,635 $360K 0.01% -508 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,609 $359K <0.01% +669 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 7,537 $355K <0.01% 0 13F-HR Timeline Group Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 7,445 $351K 0.11% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,315 $345K 0.01% -81 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,311 $345K 0.01% -6,447 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 7,257 $342K 0.1% +585 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 7,165 $338K 0.01% 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,128 $336K <0.01% -528 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 7,109 $335K 0.1% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,998 $330K 0.01% +182 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,928 $327K 0.02% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,925 $327K <0.01% +2,676 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 6,894 $325K 0.04% -15,608 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,784 $320K 0.01% +1,205 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,779 $320K 0.04% +343 13F-HR Timeline Summit Creek Advisors LLC More: the full row for Summit Creek Advisors LLC 6,639 $313K 0.05% +30 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,617 $312K <0.01% +3,236 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 6,575 $310K 0.16% -8,950 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,530 $308K 0.01% +3,654 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 6,504 $307K <0.01% +4,212 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 6,480 $306K 0.04% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,417 $303K 0.05% -24 13F-HR/A Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,409 $302K 0.01% +1,657 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 6,400 $302K 0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 6,325 $298K 0.08% +6,025 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7,021 $289K <0.01% +1,705 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,133 $289K 0.01% new 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 6,102 $288K 0.03% +1,912 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 5,945 $280K <0.01% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,908 $279K <0.01% -9,193 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,884 $277K 0.01% +1,389 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,766 $272K 0.01% +253 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 5,692 $268K 0.07% -411 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,641 $266K 0.07% +7 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 5,607 $264K 0.14% -17,621 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 5,561 $262K 0.04% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,502 $259K <0.01% -1,548 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 5,468 $258K <0.01% -250 13F-HR/A Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5,363 $256K 0.02% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,269 $248K <0.01% +7 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,246 $247K <0.01% -3,131 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 5,228 $246K 0.02% new 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,168 $244K 0.01% new 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 5,142 $242K 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 5,132 $242K <0.01% -1,685 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 5,101 $241K 0.09% -339 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,066 $239K <0.01% -8,837 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,995 $236K 0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,884 $230K 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,806 $227K 0.01% +61 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,750 $224K 0.03% 0 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,696 $221K 0.05% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,691 $221K <0.01% -299 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,666 $221K 0.01% -35 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 4,626 $218K <0.01% -1,481 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,619 $217K 0.03% -145 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 4,491 $212K 0.08% +5 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,472 $211K 0.06% +318 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,459 $210K <0.01% -16 13F-HR Timeline Group ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 4,455 $210K <0.01% -8,597 13F-HR/A Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,428 $209K 0.01% +709 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,392 $207K 0.06% +206 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,293 $202K 0.03% +33 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,253 $201K 0.03% +3 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,246 $200K 0.02% +609 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,098 $193K 0.02% -330 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 4,000 $189K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,887 $183K <0.01% -291 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,531 $167K <0.01% -623 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,336 $157K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,220 $152K <0.01% +1,961 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,214 $152K 0.01% +2,801 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 3,195 $151K 0.05% +649 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,073 $145K 0.1% -217 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,392 $113K 0.02% +1,027 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,317 $111K <0.01% +76 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,342 $110K 0.01% -6,559 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,333 $110K <0.01% +144 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,256 $106K 0.02% -251 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,174 $105K <0.01% +361 13F-HR/A Timeline Group OSSIAM More: the full row for OSSIAM 2,165 $102K <0.01% -551 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,121 $100K 0.01% +204 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,100 $99K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,075 $97.8K 0.03% +550 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 2,000 $94.3K 0.05% 0 13F-HR/A Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,761 $83K <0.01% +107 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,620 $76.4K <0.01% +921 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,599 $75.4K <0.01% +162 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,328 $61.3K <0.01% +153 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,291 $60.9K 0.02% -28 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,220 $57.5K 0.03% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,110 $52.3K 0.02% +860 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,080 $50.9K <0.01% -519 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,000 $47.1K <0.01% -3,766 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 979 $46.2K <0.01% +256 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 970 $45.7K <0.01% +48 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 958 $45.2K 0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 950 $44.8K 0.02% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 905 $42.7K 0.01% +800 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 892 $42K <0.01% +390 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 856 $40K <0.01% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 829 $39K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 819 $38.6K <0.01% +44 13F-HR Timeline Group Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 800 $37.7K 0.04% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 718 $34.8K <0.01% +107 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 731 $34.5K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 577 $33K 0.01% +174 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 698 $32.9K <0.01% +491 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 619 $29.2K <0.01% -118,865 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 609 $28.7K 0.03% -12 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 579 $27.3K 0.01% -57 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 530 $25K <0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 460 $21.7K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 417 $19.7K <0.01% +378 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 413 $19.5K <0.01% -471 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 300 $16.3K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 330 $15.6K 0.01% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 276 $13K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 250 $11.8K 0.01% +193 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 246 $11.6K <0.01% +35 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 230 $10.8K <0.01% +224 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 225 $10.6K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 208 $9.81K <0.01% +108 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 202 $9.53K <0.01% -52 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 199 $9.38K <0.01% -526 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 195 $9.19K <0.01% -17 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. 184 $8.68K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 156 $8.58K <0.01% -136 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 175 $8.25K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 173 $8.16K <0.01% +156 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 177 $8K <0.01% +19 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 142 $6.7K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 139 $6.55K <0.01% +4 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 125 $5.89K <0.01% -474 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 123 $5.8K <0.01% 0 13F-HR/A Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 121 $5.71K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 119 $5.61K <0.01% -7 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 117 $5.52K 0.03% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 104 $4.9K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 103 $4.86K <0.01% -5 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 102 $4.81K <0.01% +18 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 102 $4.81K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 99 $4.74K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 100 $4.71K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 100 $4.71K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 99 $4.67K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 94 $4.43K <0.01% -7 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 92 $4.05K <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 77 $3.66K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 66 $3.11K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 64 $3K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 55 $3K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 53 $2.5K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 53 $2.5K <0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 51 $2.4K <0.01% -19 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 49 $2.31K <0.01% new 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 48 $2.25K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 39 $2K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 36 $2K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 39 $1.69K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 31 $1.46K <0.01% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 30 $1.42K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 28 $1.32K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 25 $1.18K <0.01% 0 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 25 $1.18K <0.01% +1 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 25 $1.18K <0.01% +20 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 22 $1.04K <0.01% -16 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 21 $990 <0.01% +1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 20 $943 <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 19 $896 <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 16 $754 <0.01% -20 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 11 $519 <0.01% -5 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 11 $519 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $496 <0.01% -6 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 10 $478 <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 9 $425 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 8 $378 <0.01% +2 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 7 $331 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $236 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $235 <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4 $189 <0.01% -70 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3 $142 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $142 <0.01% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3 $141 <0.01% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 0 $16 <0.01% 0 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 -1,846 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% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.