ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,154 $116K <0.01% -562 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,454 $110K 0.09% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,004 $101K 0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 999 $101K <0.01% +818 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 936 $94.2K <0.01% +186 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 808 $81.3K <0.01% 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 800 $80.5K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 800 $80.5K 0.01% -209 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 697 $70.1K <0.01% +12 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 664 $66.8K <0.01% +263 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 635 $64K <0.01% +30 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 614 $61.8K <0.01% -139 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 608 $61.2K <0.01% -60 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 607 $61.1K <0.01% +189 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 582 $58.6K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 574 $57K <0.01% -69 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 564 $56.8K <0.01% -342 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 535 $53.8K <0.01% -332 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 518 $52.1K <0.01% +1 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 500 $50.3K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 498 $50.1K 0.01% +456 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 485 $48.9K <0.01% +38 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 416 $41.9K <0.01% +61 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 381 $37.9K <0.01% -388 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 352 $35K <0.01% +35 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 333 $33.5K <0.01% -13 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 334 $33K 0.01% new 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 321 $32.3K <0.01% 0 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 316 $31.8K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 310 $31.2K <0.01% +32 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 285 $28.3K 0.01% +196 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 279 $28.1K 0.01% 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 218 $22K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 208 $20.9K <0.01% -490 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 188 $18.9K <0.01% +14 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 164 $17K 0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 166 $16.7K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 166 $16.6K <0.01% +45 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 137 $13.8K <0.01% +48 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 136 $13.7K <0.01% -185 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 130 $13.1K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 130 $13.1K 0.01% +18 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 129 $13K <0.01% -93 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 126 $12.7K <0.01% -701 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 106 $12K <0.01% +80 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 111 $11.2K <0.01% -51 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 108 $10.9K <0.01% -41 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 95 $9.56K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 90 $9.06K <0.01% -6 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 89 $8.96K <0.01% +87 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 84 $8.45K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 80 $8.05K <0.01% +73 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 63 $7.69K <0.01% new 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 50 $5.03K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 47 $4.73K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 38 $4.24K <0.01% -20 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 42 $4.23K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 41 $4.13K <0.01% -16 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 41 $4.13K <0.01% +1 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 40 $4.03K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 43 $4K <0.01% -12 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 37 $3.97K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 36 $3.62K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 34 $3.42K <0.01% -60 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 30 $3.02K <0.01% -28 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 30 $3.02K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 30 $3.02K <0.01% +5 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 36 $3K <0.01% new 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 27 $2.72K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 27 $2.72K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 24 $2.42K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 23 $2.29K <0.01% -101 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 23 $2.25K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 21 $2.11K <0.01% +8 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 20 $2.01K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 19 $1.91K <0.01% new 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 17 $1.71K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 15 $1.51K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 14 $1.41K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 11 $1.11K <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 11 $1.11K <0.01% -251 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 11 $1.11K -17,540 Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 10 $1.01K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 10 $1.01K <0.01% -40 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10 $1.01K <0.01% -43 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 10 $1.01K <0.01% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 8 $805 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $779 <0.01% -13 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7 $705 <0.01% +1 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $604 <0.01% -12 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $504 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $504 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5 $503 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5 $503 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 5 $503 <0.01% new 13F-HR/A Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4 $403 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4 $403 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $302 <0.01% -12 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3 $302 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $302 <0.01% -1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2 $202 <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2 $201 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2 $201 <0.01% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1 $101 <0.01% new 13F-HR Timeline Group Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $101 <0.01% -2 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.