FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 666 $260K 0.04% +97 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) 663 $259K 0.01% +41 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 660 $258K 0.05% +98 13F-HR Timeline Delaney Capital Management Ltd. More: the full row for Delaney Capital Management Ltd. 660 $258K 0.04% 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 651 $255K <0.01% -19 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 627 $251K <0.01% +21 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 638 $250K 0.01% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 620 $246K 0.02% +20 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 627 $245K 0.04% -27 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 624 $244K <0.01% -159 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 624 $244K 0.04% -23 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 616 $241K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 603 $236K 0.1% +65 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 601 $235K <0.01% 0 13F-HR Timeline Group Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 600 $235K 0.09% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 597 $234K 0.02% -33 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 596 $233K 0.02% +39 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 592 $232K <0.01% +30 13F-HR Timeline Group Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 586 $229K 0.01% -51 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 583 $228K <0.01% -161 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 581 $227K <0.01% new 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 579 $227K 0.06% +47 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 577 $226K 0.05% +15 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 571 $223K 0.04% -25 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 570 $223K 0.01% 0 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 565 $221K 0.23% 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 558 $218K 0.01% +80 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 550 $213K <0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 540 $211K <0.01% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 539 $211K 0.14% -36 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 535 $209K -1,357 Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 534 $209K 0.02% +346 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 530 $207K <0.01% +1 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 521 $204K <0.01% -165 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 503 $202K 0.01% +1 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 514 $201K 0.01% 0 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 485 $190K 0.01% 0 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 466 $182K 0.14% 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 436 $171K <0.01% +15 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 400 $156K 0.02% -730 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 375 $147K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 350 $137K 0.01% +150 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 339 $133K 0.01% -56 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 336 $131K <0.01% -75 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 326 $128K 0.07% +10 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 295 $117K <0.01% 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 278 $109K 0.04% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 260 $102K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 233 $92.2K <0.01% +7 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 229 $91.8K <0.01% +13 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 218 $85.3K 0.02% -296 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 207 $81K 0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 199 $77K 0.03% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 178 $69.6K <0.01% -1 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 176 $69K 0.01% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 160 $62.6K 0.18% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 158 $61.8K <0.01% +124 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 151 $59.1K 0.06% 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 148 $58.6K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 146 $57.1K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 146 $57.1K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 139 $54.4K <0.01% +21 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 131 $51.2K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 130 $50.8K <0.01% -11 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 124 $48.5K 0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 109 $43.4K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 110 $43K <0.01% -35 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 107 $41.9K <0.01% +30 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 100 $39.1K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 99 $38.7K <0.01% -5 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 95 $37.2K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 88 $34.4K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 85 $33.2K <0.01% -159 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AlphaQuest LLC More: the full row for AlphaQuest LLC 84 $32.9K <0.01% +50 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 80 $31.3K 0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 79 $30.9K <0.01% -67 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 78 $30.5K <0.01% +17 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 78 $30.5K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 76 $29.8K <0.01% -505 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 73 $28.6K <0.01% new 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 73 $28.6K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 70 $27.4K <0.01% -140 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 69 $27K 0.02% 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 65 $25.4K <0.01% -1,510 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 65 $25.4K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 65 $25.4K <0.01% -78 13F-HR Timeline BAYBAN More: the full row for BAYBAN 63 $24.6K 0.02% 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 60 $23.5K 0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 60 $23.5K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 59 $23K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 57 $22.3K <0.01% -428 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 50 $19.8K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 50 $19.6K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 50 $19.5K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 49 $19.2K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 44 $17.3K <0.01% -15 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 43 $16.8K <0.01% -31 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 42 $16.4K <0.01% -17 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 42 $16.4K <0.01% -36 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. 40 $15.7K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 40 $15.6K 0.01% +23 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 40 $15.6K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 36 $14.9K 0.02% 0 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 38 $14.9K <0.01% +3 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 37 $14.5K <0.01% +2 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 36 $14.1K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 36 $14.1K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 35 $13.7K <0.01% +1 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 34 $13.3K 0.01% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 34 $13K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 30 $11.7K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 30 $11.7K <0.01% +8 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 28 $11K <0.01% +13 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 27 $10.6K 0.01% -1 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 27 $10.6K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 26 $10.3K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 26 $10.2K <0.01% +5 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 25 $9.78K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 22 $9.11K <0.01% 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 22 $9K <0.01% -5 13F-HR/A Timeline DV Trading LLC More: the full row for DV Trading LLC 23 $9K <0.01% 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 23 $9K 0.01% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 22 $8.61K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 21 $8.22K <0.01% -10 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 21 $8.21K <0.01% -54 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20 $7.82K <0.01% +5 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 20 $7.82K <0.01% +1 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 20 $7.82K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 20 $7.82K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 19 $7.43K <0.01% -2 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 18 $7.04K <0.01% -18 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 17 $6.65K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 16 $6.26K <0.01% +2 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 15 $6K 0.01% 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 14 $5.48K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 14 $5.48K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 13 $5.08K <0.01% -41 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 11 $3.92K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 10 $3.91K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 10 $3.91K <0.01% 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 10 $3.91K <0.01% 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 10 $3.82K <0.01% new 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 9 $3.57K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 210 $3.53K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9 $3.52K <0.01% +8 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 8 $3.13K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 7 $2.74K <0.01% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 6 $2.35K <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6 $2.35K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 6 $2.35K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $2.35K <0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 6 $2.35K <0.01% +4 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 5 $1.96K <0.01% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5 $1.96K <0.01% -506 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5 $1.96K <0.01% -1 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 5 $1.96K <0.01% -52 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 5 $1.96K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 5 $1.96K <0.01% 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 5 $1.96K <0.01% 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 5 $1.96K <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $1.57K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4 $1.56K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4 $1.56K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3 $1.17K <0.01% -19 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3 $1.17K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3 $1.17K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3 $1K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2 $1K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $783 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2 $782 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2 $782 <0.01% -2 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 2 $782 <0.01% -5 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $782 <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2 $782 <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $392 <0.01% -43 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $392 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $392 <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1 $391 <0.01% 0 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $391 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $391 <0.01% -13 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1 $391 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $205 <0.01% new 13F-HR Timeline