Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 5,072 $238K 0.02% +294 13F-HR Timeline Group FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 5,005 $235K 0.06% -1,897 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 5,000 $234K 0.08% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,911 $230K 0.04% 0 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/ 4,898 $229K <0.01% +108 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,886 $229K 0.03% -544 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,693 $220K <0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,692 $220K <0.01% -185 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 4,688 $220K <0.01% -23,493 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 4,660 $218K <0.01% new 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,609 $216K 0.15% +334 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,501 $211K 0.09% -1,224 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 4,485 $210K 0.07% 0 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 4,370 $205K 0.12% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,053 $204K 0.02% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,337 $203K <0.01% +224 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,316 $202K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,983 $186K <0.01% -83 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,648 $171K <0.01% +2,794 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,795 $131K 0.06% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,785 $131K 0.03% -406 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,521 $118K <0.01% -130 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,873 $87.8K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,871 $87.7K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,808 $84.7K <0.01% +123 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,770 $82.9K <0.01% +99 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,651 $77.4K <0.01% -1,545 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,648 $77.2K <0.01% +1,187 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,638 $76.8K 0.01% +44 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,500 $70.3K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,301 $61K 0.02% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,206 $56.5K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 882 $41.3K <0.01% +276 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 854 $40K 0.02% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 707 $32.2K <0.01% -1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 681 $31.9K <0.01% -35 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 675 $31.6K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 659 $30.9K <0.01% +347 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 617 $28.9K <0.01% +10 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 585 $27.4K 0.01% -1,114 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 572 $26.8K <0.01% +80 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 544 $25.5K <0.01% +10 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 508 $23.8K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 494 $23.1K <0.01% -52 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 483 $22.6K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 477 $22.4K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 440 $20.6K <0.01% -4 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 391 $18.3K <0.01% +110 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 376 $17.6K 0.01% +21 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 333 $15.6K 0.01% +34 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 325 $15.2K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 319 $14.9K <0.01% new 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 308 $14.5K <0.01% +83 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 300 $14.1K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 294 $13.8K <0.01% -94 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 291 $13.6K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 258 $12.1K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 247 $11.6K <0.01% +16 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 228 $10.7K <0.01% +190 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 218 $10.2K <0.01% +44 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 216 $10.1K <0.01% +44 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 200 $9.37K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 199 $9.32K <0.01% +41 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 168 $8.58K <0.01% -4 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 183 $8.51K <0.01% +8 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 173 $8K <0.01% -16 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 155 $7.26K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 155 $7.26K <0.01% -33 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 146 $6.84K <0.01% +29 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 131 $6.14K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 128 $6K <0.01% -92 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 126 $5.9K <0.01% -373 13F-HR Timeline Group Benson Wealth Management INC More: the full row for Benson Wealth Management INC 124 $5.81K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 121 $5.67K <0.01% new 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 120 $5.62K <0.01% +44 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 119 $5.58K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 114 $5.34K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 114 $5.34K <0.01% +3 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 111 $5.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 110 $5.16K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 109 $5.11K <0.01% -6 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 109 $5.11K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 104 $5K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 100 $4.69K <0.01% +29 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 95 $4.45K <0.01% new 13F-HR/A Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 90 $4.22K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 83 $3.89K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 82 $3.84K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 79 $3.7K <0.01% 0 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 79 $3.7K <0.01% +8 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 75 $3.52K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 75 $3.5K <0.01% +18 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 74 $3.47K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 70 $3.28K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 69 $3.23K <0.01% 0 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 69 $3.23K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 62 $2.91K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 55 $2.58K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 53 $2.48K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 47 $2.2K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 46 $2.16K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 46 $2.16K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 43 $2.02K <0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 40 $1.94K <0.01% 13F-HR Timeline MOTCO More: the full row for MOTCO 38 $1.78K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 37 $1.73K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 34 $1.59K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 34 $1.59K <0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 33 $1.55K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 32 $1.5K <0.01% +15 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 32 $1.5K <0.01% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 31 $1.45K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 30 $1.41K <0.01% -272 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 30 $1.41K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 30 $1.41K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 30 $1.41K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 30 $1.41K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 29 $1.36K <0.01% -1 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 29 $1.36K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 28 $1.31K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 26 $1.22K <0.01% -8 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 25 $1.17K <0.01% +11 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 22 $1.03K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 22 $1.03K <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 11 $1K <0.01% new 13F-HR/A Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 20 $937 <0.01% -16 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 18 $843 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17 $797 <0.01% -5,200 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 15 $703 <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 14 $656 <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 13 $610 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 12 $563 <0.01% +4 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 12 $562 <0.01% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 10 $469 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 9 $422 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 8 $387 <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8 $375 <0.01% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 8 $375 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7 $328 <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 5 $267 <0.01% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5 $234 <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 3 $123 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1 $47 <0.01% -3 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1 $41 <0.01% 0 13F-HR Timeline