Matrix Trust Co More: the full row for Matrix Trust Co 5,947 $310K 0.05% +27 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,880 $306K <0.01% -40 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,872 $306K 0.06% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 5,858 $305K 0.08% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 5,447 $301K 0.06% 0 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 5,677 $297K 0.04% 0 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 5,620 $293K 0.06% 0 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 5,609 $292K 0.13% -21 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,597 $291K <0.01% -1,638 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 5,524 $288K 0.15% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,457 $284K 0.01% +862 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 5,391 $281K <0.01% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,360 $279K <0.01% -488 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,352 $279K 0.01% +77 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,329 $277K 0.01% -33,930 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 5,288 $275K 0.08% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,270 $274K 0.01% -2,281 13F-HR/A Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 5,215 $271K 0.01% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 5,199 $271K 0.03% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,125 $267K 0.09% -640 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,047 $267K 0.09% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,108 $266K 0.03% -471 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 5,093 $265K 0.08% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,981 $259K 0.01% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,900 $255K 0.03% -70 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,868 $253K <0.01% -63 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,776 $249K 0.08% -20 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 4,765 $248K 0.08% +760 13F-HR Timeline Nadler Financial Group, Inc. 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More Investments Ltd 3,970 $207K 0.01% 0 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,918 $204K <0.01% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,898 $203K 0.02% 0 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 3,874 $202K 0.09% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,614 $202K 0.02% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,786 $201K 0.01% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,842 $200K 0.02% -4,638 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,186 $166K 0.09% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,123 $163K <0.01% +316 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,120 $162K 0.02% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. 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More: the full row for TD Waterhouse Canada Inc. 1,552 $81.3K <0.01% -56,470 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 1,500 $78.1K 0.02% -2,500 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,398 $72.8K -52,622 Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,368 $71.2K <0.01% -183 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,297 $67.5K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,290 $67.2K 0.01% +190 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) 1,272 $66.2K <0.01% +330 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,245 $64.8K <0.01% +506 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 1,221 $63.6K 0.03% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1,213 $63.1K <0.01% -2,516 13F-HR Timeline WEBSTER BANK, N. 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Private Wealth Management, LLC 958 $49.9K 0.03% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 928 $48.3K 0.04% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 914 $47.6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 907 $47.2K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 879 $45.8K 0.01% -66 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 876 $45.6K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 810 $42.2K 0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 693 $36.1K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 661 $34.4K <0.01% -5,585 13F-HR Timeline Group LANARK FINANCIAL, INC. 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More: the full row for Cullen/Frost Bankers, Inc. 159 $8.28K <0.01% -175 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 155 $8.07K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 155 $8K <0.01% 0 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 150 $8K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 150 $8K <0.01% -35 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 153 $7.96K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 137 $7.17K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 133 $6.92K <0.01% +18 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 127 $6.62K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 127 $6.61K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 110 $5.73K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 108 $5.61K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 100 $5.21K <0.01% -100 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 100 $4.44K <0.01% new 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 84 $4.38K <0.01% +38 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 80 $4.17K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 76 $3.93K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 59 $3.07K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 58 $3.02K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 55 $2.86K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 49 $2.55K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 48 $2.5K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 42 $2.19K <0.01% new 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 48 $2K <0.01% -126 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 47 $2K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. 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More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 30 $1.56K <0.01% -13,575 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 25 $1.31K <0.01% -277 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 25 $1.3K <0.01% -400 13F-HR Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 20 $1.04K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 14 $1K <0.01% -154 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7 $364 <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1 $52 <0.01% -23,960 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1 $48 <0.01% new 13F-HR Timeline