Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 858 $259K 0.14% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 842 $258K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 850 $257K 0.07% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 839 $253K 0.01% +4 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 838 $253K 0.04% -285 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 827 $250K <0.01% -17,343 13F-HR Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 820 $248K 0.08% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 812 $245K <0.01% -186 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 812 $245K 0.03% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 806 $243K 0.01% -200 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 804 $243K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 800 $242K 0.05% -317 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 794 $240K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 791 $239K <0.01% +228 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 790 $239K 0.02% +7 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 788 $238K 0.18% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 777 $235K <0.01% 0 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 767 $232K 0.02% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 615 $231K 0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 763 $230K 0.01% +2 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 754 $228K <0.01% +16 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 752 $227K 0.03% -48 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 746 $225K 0.16% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 744 $225K <0.01% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 725 $219K <0.01% -235 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 720 $217K <0.01% -15 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 704 $213K <0.01% +30 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 701 $212K 0.01% -1,445 13F-HR Timeline Group Bensler, LLC More: the full row for Bensler, LLC 701 $212K 0.02% +2 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 700 $211K <0.01% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 700 $211K 0.01% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 698 $211K 0.09% -25 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 692 $209K 0.01% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 692 $209K <0.01% new 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 690 $208K 0.05% +39 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 684 $207K <0.01% +21 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 679 $205K 0.09% +5 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 675 $204K 0.1% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 664 $201K 0.04% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 613 $185K <0.01% +13 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 600 $181K 0.13% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 546 $165K 0.18% -827 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 518 $156K 0.01% +80 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 507 $153K 0.01% -8 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 497 $150K <0.01% -33 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 464 $140K 0.01% +426 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 420 $127K <0.01% +286 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 416 $126K <0.01% +232 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 397 $120K <0.01% +147 13F-HR/A Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 393 $118K <0.01% -1,889 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 368 $111K 0.02% +129 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 357 $108K <0.01% +4 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 317 $95.8K <0.01% -2,825 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 285 $86.1K 0.06% -430 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 281 $84.9K 0.03% +76 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 258 $78K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 250 $75.5K <0.01% +132 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 249 $75.2K 0.05% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 226 $68.3K 0.01% +4 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 224 $67.6K 0.03% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 212 $64K 0.04% -121 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 200 $63.7K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 197 $58.1K <0.01% -470 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 175 $52.9K 0.02% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 169 $51K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 169 $51K <0.01% -40 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 166 $50.1K 0.01% +84 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 158 $47.7K 0.04% -29 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 155 $46.8K <0.01% +112 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 139 $42K <0.01% -8 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 136 $41.1K <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 134 $40.5K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 134 $40.5K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 130 $39.8K 0.03% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 129 $39K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 132 $37.5K <0.01% -15 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 121 $36.5K <0.01% -1,619 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 115 $34.7K <0.01% +5 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 109 $32.9K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 106 $32K <0.01% +33 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 100 $30.2K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $30.2K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 98 $29.6K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 97 $29.3K <0.01% +13 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 96 $29K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 95 $28.7K <0.01% new 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 74 $22.4K 0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 74 $22.3K 0.01% +1 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 73 $22K <0.01% -4 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 71 $21.4K 0.01% 0 13F-HR/A Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 64 $19.3K <0.01% -108 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 61 $18.4K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 59 $18.1K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 55 $16.6K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 55 $16.6K <0.01% -32 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 49 $14.8K <0.01% +10 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 49 $14.8K <0.01% +7 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 46 $13.9K <0.01% +3 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 46 $13.9K <0.01% -17 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 44 $13.3K 0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 42 $12.7K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 41 $12.4K <0.01% -9 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 40 $12.1K <0.01% -360 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 40 $12.1K <0.01% +10 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 40 $12.1K <0.01% -10 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 39 $11.8K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 38 $11.5K <0.01% 0 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 37 $11.2K <0.01% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 37 $11K <0.01% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 36 $10.9K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 35 $10.6K <0.01% +11 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 35 $10.6K 0.01% -9 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 33 $9.97K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 33 $9.97K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 30 $9.2K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 27 $8.15K <0.01% +3 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 26 $7.85K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 25 $7.55K <0.01% +12 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 23 $6.95K <0.01% +7 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 22 $6.64K <0.01% -11 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 20 $6.04K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 19 $5.74K <0.01% -573 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 16 $4.87K <0.01% -410 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 16 $4.83K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 15 $4.53K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15 $4.53K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 13 $3.93K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 11 $3.35K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 11 $3.32K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 10 $3.02K <0.01% -30 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 9 $2.72K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 8 $2.42K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 8 $2.42K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6 $1.81K <0.01% -192 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $1.81K <0.01% +2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $1.81K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4 $1.21K <0.01% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $1.21K <0.01% +1 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 4 $1.21K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4 $1K <0.01% +1 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3 $906 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3 $906 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3 $906 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $906 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3 $906 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $906 <0.01% +1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 3 $906 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $906 <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2 $604 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2 $604 <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2 $604 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 2 $604 <0.01% 0 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1 $306 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1 $306 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $302 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1 $302 <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1 $302 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $302 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1 $302 <0.01% 0 13F-HR Timeline