Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 4,485 $254K 0.1% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,399 $249K 0.01% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,275 $242K 0.17% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,113 $233K <0.01% +3,166 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 5,600 $232K 0.11% -2,200 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,066 $229K <0.01% -419 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,020 $228K <0.01% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,008 $227K <0.01% new 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 4,000 $226K 0.02% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,000 $226K 0.01% new 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 3,883 $220K <0.01% new 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,846 $218K 0.04% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,820 $216K <0.01% new 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,758 $214K <0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,741 $212K <0.01% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,701 $210K 0.02% new 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,606 $204K 0.01% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,585 $203K <0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,576 $202K 0.01% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,573 $202K 0.05% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,367 $191K <0.01% -513 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,196 $181K <0.01% +999 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,191 $181K 0.04% -737 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,795 $160K 0.09% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,651 $150K <0.01% -169 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,871 $106K 0.02% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,846 $105K <0.01% +285 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 1,699 $96.2K 0.02% +8 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,671 $95.6K <0.01% +29 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,685 $95.4K <0.01% +233 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,656 $93.7K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,594 $90.2K 0.01% +42 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,500 $84.9K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,335 $75.6K <0.01% -2,391 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,301 $73.7K 0.03% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,206 $68.3K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,029 $58.3K 0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 854 $48.5K <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 799 $45.2K 0.04% 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 721 $40.8K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 716 $40.5K <0.01% +487 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 708 $40.4K <0.01% +121 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 607 $34.4K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 606 $34.3K <0.01% +105 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 546 $31K <0.01% -464 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 534 $30.2K <0.01% -98 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 508 $28.8K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 499 $28.2K <0.01% +322 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 492 $27.9K <0.01% -88 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 483 $27.3K 0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 477 $26.2K 0.02% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 461 $26.1K <0.01% -162 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 444 $25.1K 0.01% +59 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 388 $22K <0.01% -26,252 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 355 $20.1K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 325 $18.4K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 312 $17.7K <0.01% -18 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 302 $17.1K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 299 $16.9K 0.01% +297 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 291 $16.5K <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 291 $16.5K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 281 $15.9K <0.01% +31 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 276 $15.6K <0.01% +156 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 259 $14.7K <0.01% +139 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 258 $14.6K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 250 $14.2K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 247 $13.6K <0.01% +10 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 231 $13.2K <0.01% +95 13F-HR Timeline Group Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 225 $12.7K <0.01% -46 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 220 $12.5K <0.01% +100 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 200 $11.3K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 189 $11K <0.01% +58 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 201 $11K 0.01% +101 13F-HR/A Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 188 $10.6K 0.01% +107 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 175 $10.1K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 174 $9.86K <0.01% +49 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 172 $9.74K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 172 $9.72K <0.01% +29 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 158 $8.94K <0.01% +72 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 155 $8.87K <0.01% new 13F-HR/A Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 124 $7.02K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 119 $6.74K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 117 $6.62K <0.01% +4 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 115 $6.51K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 114 $6.45K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 111 $6.28K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 111 $6.28K 0.01% +21 13F-HR/A Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 110 $6.23K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 110 $6.23K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 104 $6K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 90 $5.09K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 83 $4.7K <0.01% +28 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 82 $4.69K <0.01% -6 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 79 $4.47K <0.01% new 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 76 $4.3K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 71 $4.02K <0.01% -22 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 71 $4.02K <0.01% +18 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 70 $3.96K <0.01% +59 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 69 $3.91K <0.01% +53 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 69 $3.91K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 67 $3.79K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 65 $3.68K <0.01% -81 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 64 $3.66K <0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 62 $3.51K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 58 $3.28K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 57 $3.21K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 56 $3.17K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 53 $3K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 52 $2.93K <0.01% 0 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 47 $2.66K <0.01% 0 13F-HR Timeline Group MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 47 $2.66K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 46 $2.6K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 43 $2.44K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 39 $2.21K <0.01% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 38 $2.17K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 38 $2.15K <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 37 $2.1K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 36 $2.04K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 34 $1.93K <0.01% +21 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 33 $1.87K <0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 30 $1.7K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 30 $1.7K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 30 $1.7K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 28 $1.58K <0.01% -287 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 18 $1.02K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 17 $933 <0.01% +6 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 14 $793 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 14 $793 <0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 13 $736 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 9 $509 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 8 $453 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7 $396 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4 $226 <0.01% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1 $50 <0.01% 0 13F-HR/A Timeline