Creative Planning in group Creative Planning More: the full row for Creative Planning 1,701,158 $126M 0.07% -59,028 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 668,269 $49.7M <0.01% -49,243 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 355,981 $26.5M <0.01% +13,038 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 326,605 $24.3M 0.03% -3,275 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 241,315 $17.9M <0.01% +31,366 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 219,093 $16.3M <0.01% -31,746 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 182,808 $13.6M 0.2% +4,821 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 176,585 $13.1M 0.33% +100,432 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 164,766 $12.2M 0.01% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 133,347 $9.66M 0.14% -4,230 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 118,709 $8.82M <0.01% +839 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 112,298 $8.34M 0.11% -2,156 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 95,321 $7.08M 0.2% +11,498 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 89,770 $6.67M 0.45% -10,212 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 87,734 $6.52M 3.8% +3,460 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 76,054 $5.65M <0.01% +23,791 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 69,663 $5.18M 0.97% -185 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 67,847 $5.04M 0.43% -8,476 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 67,611 $5.02M 0.02% +13,117 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 60,127 $4.47M 0.28% -137 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 57,195 $4.25M 0.71% +426 13F-HR/A Timeline Risk Paradigm Group, LLC More: the full row for Risk Paradigm Group, LLC 57,119 $4.24M 3.33% +433 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 54,871 $4.08M +1,901 Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 51,981 $3.86M 0.19% -1,602 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 49,974 $3.71M 0.28% -1,489 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 48,460 $3.6M 0.54% +1,911 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 48,283 $3.59M 1.08% +360 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 46,657 $3.47M 0.19% -6,286 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 45,681 $3.39M 0.07% +18,167 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 44,805 $3.28M 0.02% +423 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 43,934 $3.26M 0.07% +243 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 43,898 $3.26M 0.16% +32 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 43,008 $3.2M <0.01% +9,871 13F-HR Timeline Group MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 42,007 $3.12M 0.49% +432 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 41,320 $3.07M 0.31% -113 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 41,252 $3.07M <0.01% -811 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 40,368 $3M 0.26% +1 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 37,551 $2.79M 0.01% -5,052 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 37,461 $2.78M <0.01% -21,646 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 34,735 $2.58M 0.01% +6,844 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 34,635 $2.57M <0.01% -14,779 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 33,719 $2.51M 0.02% +595 13F-HR/A Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 32,536 $2.42M <0.01% +4,213 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 32,225 $2.39M 0.23% -600 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 31,518 $2.34M 0.01% +21,253 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 33,760 $2.32M 1.51% +345 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 31,155 $2.31M 1% -714 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 28,930 $2.15M <0.01% +2,724 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 28,553 $2.12M 0.02% -326 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 27,088 $2.01M 0.02% +1,486 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 26,299 $1.95M 0.1% +96 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 24,139 $1.79M <0.01% +4,085 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 23,550 $1.75M 0.56% 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 20,402 $1.52M 0.97% +835 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 18,687 $1.37M <0.01% -1,625 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 16,503 $1.23M 0.08% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 15,975 $1.19M 0.07% -847 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,599 $1.16M 0.01% -534 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 15,357 $1.14M <0.01% -447 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,944 $1.11M 0.03% +219 13F-HR Timeline Group TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 15,891 $1.09M 0.81% 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 13,494 $1M 0.69% -7 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 13,230 $983K 0.05% 0 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 13,130 $976K 0.08% +1,514 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,760 $948K 0.02% +7 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,531 $931K <0.01% -17,376 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 12,117 $900K 0.02% -5,453 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 11,554 $859K 0.7% -444 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 10,110 $751K <0.01% -1,384 13F-HR Timeline Group Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 9,954 $740K 0.3% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 9,579 $712K 0.02% -1,004 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 8,813 $655K 0.2% -231 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 8,750 $650K 0.55% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,644 $642K 0.01% -258 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,603 $639K <0.01% new 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 8,471 $629K 0.33% -771 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,450 $628K 0.02% -199 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 8,176 $608K 0.02% -57 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 8,149 $605K 0.43% -140 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 8,247 $604K 0.65% +5,584 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,178 $596K <0.01% +1,712 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,018 $596K <0.01% -7 13F-HR/A Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 7,910 $588K 0.14% +510 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 7,838 $582K 0.38% +697 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,085 $526K 0.05% -320 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,530 $485K <0.01% +2,017 13F-HR Timeline Group Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 6,419 $477K 0.16% -6 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,384 $474K <0.01% -3,814 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,100 $453K <0.01% new 13F-HR Timeline Group Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 6,000 $446K 0.33% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,576 $414K 0.01% -5,993 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,383 $401K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,227 $388K 0.01% 0 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 5,050 $375K 0.24% +39 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,009 $372K 0.01% -975 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,948 $368K <0.01% -159 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,810 $357K 0.02% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,738 $352K <0.01% -243 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 5,061 $351K 0.07% +25 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,570 $340K <0.01% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 4,498 $334K 0.07% +555 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 4,490 $334K 0.14% -133 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,462 $332K <0.01% -101 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,417 $328K 0.01% -1,154 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,318 $321K <0.01% -417 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 4,074 $303K 0.11% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,065 $302K <0.01% 0 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,000 $297K 0.01% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,872 $288K 0.01% +51 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 3,850 $286K 0.28% -86 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,824 $284K <0.01% +26 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,675 $273K <0.01% +323 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,488 $259K 0.11% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,475 $258K <0.01% +233 13F-HR Timeline Group Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 3,367 $250K 0.23% -204 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,365 $250K 0.01% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 3,339 $248K 0.01% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,305 $246K 0.01% new 13F-HR Timeline ZENITH SOLUTIONS, INC. More: the full row for ZENITH SOLUTIONS, INC. 3,283 $244K 0.22% 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,265 $243K 0.03% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 3,235 $240K 0.09% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,174 $236K 0.11% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 3,085 $229K 0.02% -175 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,071 $228K 0.01% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,069 $228K 0.05% -13 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,915 $217K <0.01% +271 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 2,746 $204K 0.01% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,736 $203K 0.01% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 2,705 $201K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,666 $198K <0.01% +860 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,467 $183K <0.01% -1,999 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,289 $170K <0.01% -129 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,794 $133K <0.01% -444,631 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,700 $126K 0.06% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,535 $114K 0.05% -2,410 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,521 $113K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,422 $106K <0.01% +9 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,217 $90.4K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,215 $90.3K <0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,203 $89.4K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,180 $87.7K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,148 $85.3K <0.01% -126 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,089 $80.9K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,072 $79.7K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 948 $70.4K <0.01% -52 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 849 $63.1K 0.03% -13 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 824 $61.2K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 720 $53.5K <0.01% +6 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 610 $45K <0.01% +318 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 543 $40.3K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 536 $39.8K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 527 $39.1K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 515 $38.3K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 524 $37.9K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 489 $36.3K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 485 $36K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 460 $34.2K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 450 $33.4K <0.01% 0 13F-HR Timeline Group SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 376 $27.9K 0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 359 $26.7K <0.01% -444 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 340 $25.3K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 330 $24.5K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 319 $23.7K <0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 319 $23.7K 0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 269 $20K <0.01% -3,767 13F-HR Timeline Group Trust Co More: the full row for Trust Co 265 $19.7K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 234 $17.4K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 189 $14K <0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 187 $13.9K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 172 $12.8K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 143 $10.6K 0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 91 $6.76K <0.01% +20 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 84 $6.24K <0.01% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 60 $4.46K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 29 $2.15K <0.01% -120 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 29 $2.15K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 19 $1.41K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 16 $1.19K <0.01% 0 13F-HR/A Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 12 $892 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11 $817 <0.01% 0 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) 2 $149 <0.01% new 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2 $149 <0.01% 0 13F-HR Timeline