GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,017 $826K 0.03% +1,048 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,947 $821K <0.01% +102 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,866 $814K 0.01% -244 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,138 $754K <0.01% +170 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,075 $749K 0.02% +324 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,845 $730K 0.06% -312 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 8,788 $725K 0.26% -2,799 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 8,784 $725K 0.38% +114 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 8,717 $719K 0.2% +2,745 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 8,522 $703K 0.1% -168 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 8,241 $680K 0.02% +709 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,000 $660K 0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,942 $655K 0.01% -6,114 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,609 $628K <0.01% +260 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 7,419 $612K 0.31% +231 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 7,416 $612K 0.09% -2,351 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 7,378 $609K 0.12% +767 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 7,268 $600K 0.12% -39 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,268 $600K 0.03% -17,738 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 7,133 $588K <0.01% +1,843 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 7,128 $588K 0.03% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 6,890 $568K 0.21% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 6,864 $566K <0.01% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 6,781 $559K <0.01% +1,198 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,683 $551K 0.03% 0 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 6,531 $539K 0.35% +1,596 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 6,520 $533K 0.16% -560 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,344 $523K 0.23% -115 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,174 $507K 0.04% -163 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 6,062 $500K 0.17% +2,155 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 5,995 $495K 0.17% 0 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 5,988 $494K <0.01% new 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,821 $480K 0.01% -569 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 5,722 $472K 0.33% -2,424 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,715 $471K <0.01% -18 13F-HR Timeline Group Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 5,652 $466K 0.09% -32,141 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,495 $453K 0.05% +100 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,175 $427K <0.01% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,140 $424K 0.23% +1,131 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,101 $421K <0.01% -50 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,062 $418K <0.01% -348 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,032 $415K 0.01% new 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 4,916 $406K 0.2% +28 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,900 $404K <0.01% 0 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,783 $395K 0.01% +608 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,730 $390K 0.11% +158 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,696 $387K <0.01% -9 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,690 $387K <0.01% new 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 4,653 $384K 0.45% +119 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,616 $381K <0.01% +1,220 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,479 $369K 0.06% -561 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,343 $358K 0.02% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,298 $351K 0.12% -36 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 4,064 $335K 0.23% -231 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,938 $325K 0.11% -575 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,933 $324K <0.01% -13 13F-HR/A Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,790 $313K 0.08% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,740 $309K 0.07% -23 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,648 $301K 0.01% +69 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,409 $281K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,385 $279K 0.01% +3 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,351 $276K 0.03% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,337 $275K 0.01% +66 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 3,333 $275K 0.1% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3,298 $273K 0.31% -130 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,295 $272K <0.01% -114 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 3,286 $271K 0.08% -585 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,244 $268K 0.18% -21 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,193 $263K 0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,136 $259K <0.01% +357 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,118 $257K 0.02% +5 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,009 $248K 0.16% -77 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,994 $247K 0.05% +243 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,969 $245K 0.03% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,956 $244K 0.03% -567 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,938 $242K 0.02% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,915 $240K 0.05% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,873 $237K 0.01% -74 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,852 $235K <0.01% -6,734 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,813 $232K 0.07% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,782 $229K <0.01% 0 13F-HR Timeline Group JM2 Capital Inc. More: the full row for JM2 Capital Inc. 2,640 $218K 0.15% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,613 $216K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,575 $212K <0.01% +1,263 13F-HR Timeline Group Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 2,584 $212K 0.08% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,486 $205K <0.01% new 13F-HR Timeline Group QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 2,475 $204K 0.57% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,469 $204K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,247 $185K 0.01% -141 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,108 $174K <0.01% +292 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,946 $161K <0.01% +1,671 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,942 $160K <0.01% +50 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,430 $118K 0.06% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,209 $99.7K 0.04% +204 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,203 $99.2K <0.01% +290 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,070 $88.3K 0.04% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,051 $86.7K 0.01% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 995 $82.1K 0.01% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 931 $76.8K 0.02% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 887 $73.2K 0.01% -6 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 822 $67.8K 0.01% +278 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 805 $66.4K 0.04% 0 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 659 $54K 0.03% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 654 $53.9K 0.02% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 650 $53.6K 0.03% -494 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 629 $51.9K 0.01% +227 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 614 $50.7K <0.01% -184 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 576 $47.1K <0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 505 $41.7K 0.03% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 492 $40.7K 0.01% +14 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 451 $37.2K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 449 $37K 0.01% -134 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 422 $34.8K <0.01% +392 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 397 $32.7K +229 Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 396 $32.7K <0.01% -3 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 309 $25.5K <0.01% +12 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 302 $24.9K <0.01% -48 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 247 $20.4K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 243 $20K <0.01% -105 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 223 $18.4K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 201 $16.6K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 192 $15.9K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 180 $14.8K 0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 145 $12K 0.01% -5 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 122 $10.1K 0.05% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 119 $9.82K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 93 $7.67K <0.01% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 75 $6.36K <0.01% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 68 $5.68K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 62 $5.11K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 58 $4.78K <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 58 $4.78K <0.01% +11 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 57 $4.7K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 55 $4.58K <0.01% -259 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 47 $3.88K <0.01% -199 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 45 $3.71K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 32 $2.63K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 26 $2.15K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 27 $2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHP Wealth Management More: the full row for SHP Wealth Management 21 $1.77K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14 $1.15K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 11 $907 <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2 $165 <0.01% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2 $165 <0.01% -7 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1 $46 <0.01% 0 13F-HR Timeline Group