Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,120 $254K 0.01% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 10,000 $251K 0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 9,989 $251K <0.01% +189 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,921 $249K 0.04% new 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 9,724 $244K 0.03% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,687 $244K <0.01% +2,147 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 9,587 $241K <0.01% +191 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 9,557 $240K <0.01% -1,632 13F-HR Timeline Group Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 9,260 $233K 0.17% -1,250 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 9,052 $228K <0.01% new 13F-HR Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 9,020 $227K 0.01% 0 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,904 $224K 0.01% +130 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,849 $222K <0.01% -558 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,835 $222K 0.01% +3,449 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 8,788 $221K 0.02% -20,696 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,678 $218K 0.02% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,632 $217K <0.01% -84 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,605 $216K <0.01% -85 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 8,544 $215K 0.08% +426 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 8,503 $214K 0.15% new 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 8,400 $211K 0.17% 13F-HR/A Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 8,301 $209K 0.02% -269 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,295 $209K 0.01% -105 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 8,262 $208K 0.03% -52,672 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 8,053 $206K <0.01% new 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 8,134 $204K <0.01% +145 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7,758 $195K 0.02% +2,140 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,239 $182K <0.01% -547 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,383 $160K <0.01% +701 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 6,178 $155K 0.05% -547 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,230 $131K 0.01% +1,751 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,019 $126K 0.01% -220 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 4,716 $119K 0.01% -56 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,509 $113K 0.01% -679 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,503 $113K 0.08% +1,029 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,463 $112K 0.01% +2,108 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,100 $109K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 4,299 $108K 0.04% +270 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,167 $105K <0.01% +299 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,321 $83.5K 0.01% -35 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,071 $77.2K <0.01% +2,429 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,043 $76.5K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,809 $71K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,743 $69K 0.04% +639 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,665 $67K <0.01% +353 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 2,474 $62.2K <0.01% +422 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,339 $58.8K <0.01% +836 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,288 $57.5K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,128 $53.5K 0.04% -60 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,000 $50.3K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,960 $49.3K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,883 $47.3K <0.01% +775 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,850 $46.5K <0.01% 0 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 1,620 $40.7K <0.01% -43 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,503 $37.8K <0.01% +96 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,422 $35.7K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,338 $33.6K <0.01% -458,578 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,180 $29.7K <0.01% +340 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,163 $29.2K <0.01% -2,693 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,151 $28.9K 0.02% +933 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 870 $21.9K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 858 $21.6K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 856 $21.5K <0.01% -118 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 750 $18.9K <0.01% -17 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 697 $17.5K <0.01% -108 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 691 $17.4K <0.01% +180 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 680 $17.1K <0.01% -240 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 645 $16.2K 0.01% -662 13F-HR/A Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 565 $14.2K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 533 $13.4K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 500 $12.6K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 502 $12.2K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 470 $11.8K <0.01% -106 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 460 $11.6K <0.01% +7 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 426 $10.7K <0.01% -105 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 420 $10.6K <0.01% -900 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 410 $10.3K <0.01% +57 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 389 $9.79K <0.01% -1,917 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 374 $9.4K <0.01% -75 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 374 $9.4K 0.01% +40 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 385 $9K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 326 $8.2K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 318 $8K <0.01% +297 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 306 $7.69K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 300 $7.54K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 254 $6.39K <0.01% new 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 250 $6.29K <0.01% 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 250 $6.29K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 228 $6K 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 224 $5.63K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 206 $5.18K <0.01% -6 13F-HR Timeline MOTCO More: the full row for MOTCO 200 $5.15K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 200 $5.03K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 200 $5.03K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 177 $4.45K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 174 $4.38K <0.01% +55 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 171 $4.3K 0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 140 $3.52K <0.01% +27 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 130 $3K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 117 $2.94K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 94 $2.36K <0.01% +1 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 93 $2.34K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 86 $2.16K <0.01% -3 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 82 $2.06K <0.01% new 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 117 $2K <0.01% -399 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 74 $1.86K <0.01% +44 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 56 $1.41K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 55 $1.38K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 53 $1.33K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 47 $1.18K <0.01% +5 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 45 $1.13K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 43 $1.08K <0.01% new 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 43 $1.08K <0.01% -16,649 13F-HR Timeline CX Institutional More: the full row for CX Institutional 23 $1K <0.01% 0 13F-HR/A Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 36 $905 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 35 $880 <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 35 $880 <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 33 $830 <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 30 $754 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 30 $754 <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 25 $625 <0.01% +1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 21 $528 <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 20 $503 <0.01% new 13F-HR/A Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 18 $453 <0.01% -2 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 16 $402 <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 15 $378 <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 14 $352 <0.01% +9 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 9 $233 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 8 $202 <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 4 $92 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 0 $2 <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 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.