MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,335 $478K 0.01% -220 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,329 $478K 0.01% -5,087 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,200 $472K <0.01% -535 13F-HR/A Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 10,885 $459K 0.11% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 10,700 $452K 0.23% -975 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 10,676 $451K 0.11% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,591 $447K <0.01% -136 13F-HR Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 10,457 $441K 0.07% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,447 $441K <0.01% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,311 $435K <0.01% -83 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 10,160 $429K 0.12% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,139 $428K 0.04% -522 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,135 $428K 0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,058 $424K <0.01% -682 13F-HR Timeline Group Brown Financial Advisors More: the full row for Brown Financial Advisors 10,039 $424K 0.16% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 10,000 $422K 0.02% 0 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 10,000 $422K 0.01% new 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 10,000 $422K 0.02% new 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,997 $422K 0.04% +267 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,888 $417K <0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 9,857 $416K 0.01% -132 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,814 $414K 0.02% -1,484 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 9,806 $414K 0.13% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 9,730 $411K 0.23% -18,882 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,713 $410K 0.01% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,701 $409K 0.02% new 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 9,504 $401K 0.04% -284 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 9,260 $391K 0.27% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,267 $387K <0.01% -6,156 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 9,109 $384K 0.05% -392 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 9,020 $381K 0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,987 $379K 0.01% +2,739 13F-HR/A Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 8,932 $377K 0.01% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,786 $371K <0.01% -1,740 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 8,699 $367K 0.18% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,678 $366K 0.02% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,485 $358K 0.03% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,332 $352K <0.01% -339 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 8,253 $348K <0.01% -3,200 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 8,218 $347K <0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,180 $345K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,137 $343K <0.01% +5,058 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 8,037 $339K 0.01% new 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 8,028 $339K <0.01% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 8,000 $338K 0.08% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 7,852 $331K <0.01% -997 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,831 $330K <0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,790 $329K 0.01% new 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,780 $328K 0.05% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 7,771 $323K <0.01% new 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,635 $322K 0.01% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 7,566 $319K <0.01% 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 7,500 $316K 0.02% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,307 $308K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,279 $307K 0.01% +1,131 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,253 $306K 0.02% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 7,155 $302K 0.37% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 7,149 $302K 0.06% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 7,120 $300K 0.13% new 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 7,044 $297K 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,951 $293K 0.01% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,922 $292K <0.01% new 13F-HR Timeline Group DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 6,850 $289K 0.33% -2,350 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 6,833 $288K 0.03% new 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 6,796 $287K 0.02% -12,204 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 6,743 $285K 0.07% 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 6,649 $281K 0.11% -6,648 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,496 $274K 0.01% new 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 6,291 $265K <0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,282 $265K <0.01% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 6,895 $260K 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 6,120 $258K <0.01% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,099 $257K 0.04% new 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 6,031 $255K 0.16% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,977 $252K 0.01% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 5,963 $252K 0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,943 $251K 0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,938 $251K 0.05% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,885 $248K 0.01% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,830 $246K 0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,800 $245K <0.01% new 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,678 $240K 0.05% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,664 $239K <0.01% new 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,662 $239K 0.03% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,637 $238K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,424 $230K 0.01% -124 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,445 $230K 0.02% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,357 $226K 0.01% +1,396 13F-HR/A Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,292 $223K <0.01% new 13F-HR Timeline Group CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 5,250 $222K 0.15% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,201 $219K 0.02% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,147 $217K 0.04% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,140 $217K 0.1% new 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 4,972 $216K 0.03% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 5,066 $214K 0.19% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,000 $211K 0.02% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,000 $211K 0.03% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,968 $210K <0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,930 $208K <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,862 $205K 0.01% new 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 4,826 $204K 0.12% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,774 $201K 0.01% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,100 $189K <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 4,106 $173K <0.01% -105,274 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 4,016 $169K 0.02% -280 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,506 $148K <0.01% +455 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3,271 $138K 0.06% +2,588 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,140 $133K 0.05% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,071 $130K <0.01% -328 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,957 $124K <0.01% -1 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,749 $116K 0.01% +73 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,743 $116K 0.07% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,474 $104K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,428 $102K 0.01% -8 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,382 $101K 0.07% -37 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,069 $84.4K <0.01% -308 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,988 $83.9K 0.01% +153 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,960 $82.7K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,882 $79.4K 0.01% new 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 1,879 $79.3K <0.01% +259 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,884 $76.1K <0.01% +8 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,269 $53.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,157 $48.8K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,143 $48.2K <0.01% +862 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,036 $43.7K <0.01% +586 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,000 $42.2K 0.19% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 850 $35.9K 0.03% -4,125 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 835 $35.2K 0.03% 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 818 $34.5K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 811 $34.2K <0.01% +58 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 750 $31.6K <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 749 $31.6K 0.01% +525 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 736 $31.1K <0.01% +283 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 736 $31.1K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 727 $30.7K <0.01% +151 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 944 $29.6K 0.02% +259 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 659 $27.8K <0.01% +546 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 658 $27.8K <0.01% -9 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 634 $26.8K <0.01% -26 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 616 $26K <0.01% +6 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 580 $24.5K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 542 $22.9K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 533 $22.5K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 516 $21.8K <0.01% +258 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 461 $19.5K 0.01% +368 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 453 $19.1K <0.01% 0 13F-HR/A Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 389 $16.4K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 386 $16.3K <0.01% +86 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 369 $15.4K <0.01% +208 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 365 $15.4K <0.01% +11 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 350 $14.8K <0.01% +75 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 330 $13.9K 0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 325 $13.7K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 312 $13.2K <0.01% +3 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 311 $13.1K <0.01% +309 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 255 $10.8K <0.01% +13 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 238 $10K <0.01% -378,610 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 226 $9.54K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 206 $8.69K 0.01% +28 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 200 $8.44K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 200 $8.44K 0.01% 0 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 187 $7.89K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 184 $7.76K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 177 $7.47K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 172 $7.26K <0.01% +114 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 170 $7.17K <0.01% -211 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 166 $7K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 158 $6.67K <0.01% +70 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 153 $6.46K 0.01% +31 13F-HR/A Timeline Kilter Group LLC More: the full row for Kilter Group LLC 148 $6.25K <0.01% +147 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 147 $6.2K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 143 $6.06K <0.01% -50 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 148 $6K <0.01% +18 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 140 $5.91K <0.01% 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 137 $5.78K <0.01% +25 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 129 $5.44K <0.01% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 127 $5.36K <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 111 $4.68K <0.01% -263 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 107 $4.52K <0.01% +95 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 102 $4.31K <0.01% +1 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 100 $4.22K <0.01% -11 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 99 $4.18K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 96 $4.04K <0.01% +1 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 100 $4K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 92 $3.88K <0.01% -6 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 91 $3.84K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 74 $3.12K <0.01% -102 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 66 $2.79K <0.01% +47 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 56 $2.36K <0.01% +21 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 55 $2.32K <0.01% +45 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 53 $2.24K <0.01% -2 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 50 $2.11K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 46 $1.94K <0.01% -5 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 46 $1.9K <0.01% +29 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 42 $1.77K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 39 $1.65K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 37 $1.56K <0.01% +25 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 33 $1.39K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 33 $1.39K <0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 30 $1.27K <0.01% 0 13F-HR Timeline