BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 5,213 $584K <0.01% -136,119 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,111 $573K <0.01% +113 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,020 $562K <0.01% +393 13F-HR Timeline Chou Associates Management Inc. More: the full row for Chou Associates Management Inc. 5,000 $561K 0.26% 0 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 3,488 $555K <0.01% +488 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,851 $543K <0.01% -60 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,700 $526K 0.11% -914 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,689 $525K 0.03% -65 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,631 $519K <0.01% +1,443 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 4,460 $500K 0.02% -1,000 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,450 $498K 0.05% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,441 $498K 0.02% +399 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,427 $496K <0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,399 $495K <0.01% +678 13F-HR Timeline Group Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 4,311 $484K 0.36% +2,069 13F-HR Timeline Addenda Capital Inc. More: the full row for Addenda Capital Inc. 2,990 $479K 0.01% -170 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,193 $470K <0.01% +352 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,126 $462K 0.03% +2,045 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,066 $456K <0.01% -3,712 13F-HR Timeline Group Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 4,036 $452K 0.1% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,024 $451K 0.12% -6 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,719 $448K <0.01% +733 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 3,991 $448K 0.2% -347 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,971 $445K 0.01% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,971 $445K 0.04% -177 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,954 $443K 0.27% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 2,707 $431K 0.01% -13,462 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,825 $428K <0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,816 $427K <0.01% -509 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 3,740 $419K <0.01% -10,324 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,723 $417K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,719 $417K <0.01% +958 13F-HR Timeline Group Fractal Investments LLC More: the full row for Fractal Investments LLC 3,710 $416K 0.05% 0 13F-HR Timeline BCV Asset Management Inc. More: the full row for BCV Asset Management Inc. 3,554 $403K 0.01% +161 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,303 $371K 0.03% -3,204 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,303 $370K 0.11% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,206 $359K 0.05% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,148 $353K 0.04% +26 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 3,143 $352K 0.3% new 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 3,117 $349K <0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,062 $343K 0.02% -105 13F-HR Timeline Rempart Asset Management Inc. More: the full row for Rempart Asset Management Inc. 3,050 $342K 0.07% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,032 $340K <0.01% new 13F-HR Timeline Group Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 2,995 $336K 0.01% new 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 2,950 $330K 0.11% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,907 $326K 0.01% new 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 2,900 $325K 0.1% +26 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 2,900 $325K 0.26% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,804 $314K 0.02% +2 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2,710 $304K 0.01% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,701 $303K 0.04% -307 13F-HR Timeline Group Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 2,695 $302K 0.02% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,680 $300K 0.01% +83 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,599 $291K 0.05% +67 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,575 $288K 0.09% +67 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,530 $283K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,516 $282K 0.01% -1,820 13F-HR Timeline Group CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 2,477 $277K <0.01% -358 13F-HR Timeline Group Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,322 $260K 0.03% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,295 $257K 0.02% +24 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,474 $252K <0.01% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 2,220 $249K <0.01% -216 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,796 $248K <0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,203 $247K 0.01% -14 13F-HR Timeline Group Candriam S.C.A. More: the full row for Candriam S.C.A. 2,200 $247K <0.01% new 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 2,200 $246K 0.07% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,144 $241K 0.01% -26 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,142 $240K <0.01% -46 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,141 $240K <0.01% +215 13F-HR/A Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 2,138 $239K <0.01% new 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,115 $237K 0.02% 0 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,838 $232K 0.01% +18 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,066 $231K <0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,043 $229K <0.01% +13 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,037 $228K <0.01% -12 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,028 $227K 0.01% 0 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,000 $224K 0.05% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,987 $223K <0.01% -514 13F-HR Timeline Group Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 1,970 $221K 0.01% new 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,962 $220K 0.01% -2,863 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,944 $219K <0.01% -19 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,950 $218K 0.08% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,935 $217K 0.1% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,928 $216K <0.01% 0 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,901 $213K <0.01% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,882 $211K <0.01% -44,450 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,883 $211K <0.01% +132 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 1,860 $208K <0.01% -3,486 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,840 $206K <0.01% -10,571 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,822 $204K 0.02% -1,204 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,811 $203K <0.01% +132 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,800 $202K 0.05% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,800 $202K <0.01% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,800 $202K 0.12% 0 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 1,800 $202K 0.13% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,780 $200K 0.02% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,754 $196K 0.11% -46 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,224 $195K 0.01% -881 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,657 $188K <0.01% +349 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,425 $160K 0.03% -9 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,358 $152K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,311 $147K <0.01% +129 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,300 $146K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,300 $146K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,291 $145K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,141 $129K 0.06% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,000 $112K <0.01% +500 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 954 $107K <0.01% +162 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 879 $98.5K <0.01% +232 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 873 $97.8K 0.01% +5 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 856 $95.9K 0.05% -171 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 780 $87.4K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 735 $82.4K <0.01% +2 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 657 $73.6K <0.01% -8 13F-HR Timeline Group Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 630 $70.7K <0.01% 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 619 $69.3K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 600 $67.2K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 575 $64.4K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 551 $62.4K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 502 $56.2K <0.01% 0 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 500 $56K 0.03% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 430 $48.1K 0.01% +2 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 426 $47.7K 0.01% 0 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 281 $44.8K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 376 $42.4K <0.01% +45 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 348 $39K <0.01% +3 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 328 $36.7K 0.01% -19 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 266 $34.8K 0.02% -66 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 300 $33.6K 0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 300 $33.6K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 300 $33.6K <0.01% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 300 $33.6K 0.01% -240 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 287 $32.2K <0.01% +38 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 261 $29.3K <0.01% +11 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 222 $24.9K 0.01% -140 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 174 $19.5K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 168 $18.8K <0.01% +7 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 162 $18.3K <0.01% -438 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 155 $17K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 149 $16.7K <0.01% -4 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 124 $13.9K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 116 $13K 0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 111 $12K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 100 $11.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 97 $10.9K <0.01% -6 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 89 $9.97K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 91 $9.86K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 87 $9.75K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 86 $9.63K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 83 $9.35K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 72 $8.06K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 68 $7.62K <0.01% +7 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 64 $7.17K <0.01% 0 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 62 $6.95K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 60 $6.72K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 56 $6.28K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 56 $6.27K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 51 $5.74K <0.01% +37 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 50 $5.6K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 45 $5.04K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 50 $5K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 41 $4.59K <0.01% -13 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 40 $4.48K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 39 $4.37K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 34 $3.81K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 31 $3.47K <0.01% +26 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 31 $3.47K <0.01% +4 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 30 $3.36K <0.01% -2 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 30 $3.36K <0.01% +10 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 29 $3.25K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 29 $3.25K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 26 $2.94K <0.01% -37,961 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 25 $2.81K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 25 $2.8K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 23 $2.58K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 23 $2.58K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 16 $1.79K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 15 $1.69K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 15 $1.68K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 14 $1.57K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11 $1.23K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 10 $1.12K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 13 $1K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 6 $1K <0.01% new 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 8 $896 <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 8 $896 <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 7 $798 <0.01% new 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) 7 $784 <0.01% -2,693 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 5 $560 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $503 <0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 4 $449 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4 $448 <0.01% -4 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4 $448 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4 $448 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4 $448 <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 3 $336 <0.01% 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 1 $112 <0.01% -6 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $112 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1 $97 <0.01% new 13F-HR Timeline