Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,067 $231K 0.03% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,062 $231K <0.01% -120 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,019 $226K 0.05% -5,995 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,006 $224K <0.01% -3,630 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 1,996 $223K <0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,987 $222K <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) 1,967 $220K 0.01% +494 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,963 $220K <0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,835 $205K <0.01% -3,117 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 1,788 $200K 0.18% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,685 $188K 0.01% +152 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,685 $188K 0.11% -71 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,647 $184K 0.01% +531 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,339 $150K <0.01% -87 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 1,288 $144K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,128 $124K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 932 $104K <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. 874 $97.8K <0.01% +5 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 683 $76.4K <0.01% +502 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 658 $73.6K 0.01% -708 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 634 $71K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 633 $70.8K <0.01% -18 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 616 $68.9K <0.01% 13F-HR/A Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 463 $51.8K <0.01% +16 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 449 $50.2K <0.01% -16 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 432 $48.3K <0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 428 $47.9K <0.01% +184 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 412 $46.1K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 370 $41K <0.01% +10 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 340 $37.4K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 315 $35.4K <0.01% +79 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 263 $30.4K <0.01% -40 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 264 $29.5K <0.01% +9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 246 $27.5K <0.01% -9 13F-HR/A Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 245 $27.4K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 240 $26.8K <0.01% -247 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $22.4K 0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 167 $18.7K <0.01% +138 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 167 $18.6K <0.01% -14 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 154 $17.2K <0.01% -12 13F-HR Timeline Group Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 140 $15.7K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 140 $15.7K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 128 $14.3K <0.01% +25 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 127 $14.2K <0.01% -55 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 120 $13.4K <0.01% +54 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 114 $12.8K <0.01% -11 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 109 $12.2K <0.01% +69 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 103 $11.5K <0.01% -35 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 93 $10.4K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 92 $10.3K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 90 $10.1K <0.01% -15 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 83 $9.28K <0.01% +11 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 70 $7.83K <0.01% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 65 $7.27K <0.01% -54 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 63 $7.05K <0.01% -20 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 55 $6.15K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 50 $5.59K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 48 $5.37K <0.01% -88 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 45 $5.03K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 40 $4.47K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 32 $3.58K <0.01% +18 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 35 $3.18K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 28 $3.13K <0.01% +1 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 27 $3.02K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 27 $3.02K <0.01% +17 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 26 $2.91K <0.01% -1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 22 $2.46K <0.01% +7 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 21 $2.35K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 18 $2.01K <0.01% new 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 18 $2K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 19 $1.9K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 17 $1.9K <0.01% -3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 15 $1.83K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 16 $1.79K <0.01% 0 13F-HR/A Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 14 $1.57K <0.01% +2 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14 $1.57K <0.01% -1 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 14 $1.57K <0.01% +9 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 12 $1.34K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 11 $1.23K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10 $1.12K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 9 $1.01K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $1.01K <0.01% +1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6 $1K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8 $895 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 7 $784 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $784 <0.01% +5 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7 $783 <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 7 $783 <0.01% +3 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $672 <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 6 $671 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 5 $560 <0.01% +1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5 $559 <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 5 $542 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4 $448 <0.01% -22 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 4 $447 <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 4 $447 <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 4 $447 <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3 $336 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2 $224 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $116 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $112 <0.01% -6 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $112 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $112 <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1 $112 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 0 $7 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.