Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,839 $465K 0.01% -2,000 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,746 $450K 0.03% -274 13F-HR Timeline Board of Trustees of The Leland Stanfor… More: the full row for Board of Trustees of The Leland Stanford Junior University 2,700 $443K 0.05% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,640 $433K <0.01% +181 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) 2,638 $432K 0.01% +1,291 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,560 $420K 0.02% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,554 $419K 0.01% 0 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,386 $418K 0.01% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,465 $404K 0.18% -95 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 2,436 $399K 0.02% +557 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,404 $394K <0.01% -1,494 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 2,403 $394K 0.08% +778 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,380 $390K 0.02% -217 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,363 $387K <0.01% new 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 2,343 $384K 0.04% -1,244 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,322 $381K 0.02% +17 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,271 $378K <0.01% new 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 2,300 $377K 0.09% 0 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,260 $371K <0.01% -167 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,240 $367K 0.15% 0 13F-HR Timeline ARIZONA STATE RETIREMENT SYSTEM More: the full row for ARIZONA STATE RETIREMENT SYSTEM 2,143 $351K <0.01% -62 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,113 $346K <0.01% -927 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,016 $331K <0.01% new 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,013 $330K <0.01% +281 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 2,000 $328K 0.04% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 1,993 $327K <0.01% new 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 1,950 $320K 0.14% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 1,939 $318K <0.01% 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 1,931 $317K <0.01% new 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,923 $315K <0.01% +16 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,917 $314K 0.02% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,900 $311K <0.01% 0 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,882 $309K 0.01% +37 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,829 $300K 0.01% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,808 $296K <0.01% new 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,709 $280K 0.01% -2,109 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,659 $272K 0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,649 $270K 0.05% new 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,605 $263K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,590 $261K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,574 $258K <0.01% +72 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,550 $254K 0.03% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,532 $251K 0.06% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,525 $250K <0.01% -556 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 1,498 $246K <0.01% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,452 $238K <0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,409 $231K <0.01% +863 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,408 $231K 0.03% -432 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 1,394 $229K <0.01% new 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,375 $225K <0.01% new 13F-HR/A Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,375 $225K 0.01% new 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 1,359 $223K <0.01% -281 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,344 $220K <0.01% 0 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,347 $219K <0.01% new 13F-HR Timeline Group HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,322 $217K 0.03% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1,285 $211K <0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,280 $210K <0.01% new 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,263 $207K <0.01% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,257 $206K 0.04% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,257 $206K <0.01% +41 13F-HR Timeline Group MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 1,253 $205K 0.02% new 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,250 $205K 0.1% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,249 $205K <0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,656 $205K <0.01% -131 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,246 $204K 0.03% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,232 $202K <0.01% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,138 $201K 0.02% new 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,052 $172K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 952 $156K 0.01% +15 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 920 $154K <0.01% +420 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 909 $149K <0.01% +630 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 899 $148K <0.01% +252 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 867 $136K <0.01% -520 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 787 $129K <0.01% +61 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 770 $126K <0.01% new 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 763 $125K <0.01% new 13F-HR/A Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 754 $124K 0.01% +23 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 730 $120K <0.01% -11,347 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 629 $103K 0.07% -2,257 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 625 $102K 0.1% -80 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 616 $101K <0.01% -18 13F-HR/A Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 775 $99.3K 0.03% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 599 $98.2K 0.01% +46 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 596 $97.7K <0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 576 $94.4K <0.01% -64 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 625 $94.1K 0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 549 $90K 0.07% +2 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 531 $83.9K <0.01% +283 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 500 $83.5K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 450 $73.8K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 424 $69.5K <0.01% -40 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 414 $68.3K <0.01% +21 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 337 $55.2K <0.01% +227 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 333 $54.6K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 328 $53.8K 0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 285 $46.7K <0.01% +12 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 282 $46.2K <0.01% +24 13F-HR/A Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 256 $42K 0.02% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 248 $41K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 249 $40.8K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 238 $39K <0.01% +1 13F-HR/A Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 215 $35.2K 0.01% +169 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 195 $32K <0.01% +15 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 192 $31.9K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 191 $31.3K <0.01% -121 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 181 $29.7K <0.01% +50 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 165 $27.1K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 157 $25.7K <0.01% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 151 $24.8K <0.01% +20 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 144 $23.6K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 135 $22.1K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 134 $22K <0.01% +115 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. 126 $20.7K <0.01% +42 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 117 $19.2K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 115 $19K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 113 $18.5K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 108 $17.7K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 97 $15.9K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 89 $14.6K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 89 $14.6K 0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 74 $12.1K <0.01% +43 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 72 $11.8K <0.01% new 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 72 $11.8K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 66 $10.8K <0.01% +37 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 63 $10.3K <0.01% -500 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 58 $9.51K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 57 $9.35K <0.01% 0 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 52 $8.53K <0.01% +3 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 50 $8.2K <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. 50 $8.2K <0.01% -50 13F-HR/A Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 49 $8.12K <0.01% +1 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 47 $7.63K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 40 $6.56K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 39 $6.39K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 39 $6.39K <0.01% +20 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 37 $6.07K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 34 $5.57K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 33 $5.41K <0.01% +30 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 33 $5.41K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 31 $5.08K <0.01% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 29 $5K <0.01% -35 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 30 $4.92K <0.01% new 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 27 $4.43K <0.01% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 22 $4K <0.01% new 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 24 $3.94K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 22 $3.61K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 22 $3.61K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 21 $3.44K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 18 $2.95K <0.01% -2 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 16 $2.62K <0.01% -1 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 15 $2.46K <0.01% new 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 14 $2.3K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 13 $2.14K <0.01% +8 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 12 $1.97K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 12 $1.97K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $1.97K <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $1.97K <0.01% -1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $1.8K <0.01% +6 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 10 $1.65K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 10 $1.64K <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 9 $1.48K <0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7 $1.15K <0.01% -2 13F-HR Timeline Quarry LP More: the full row for Quarry LP 7 $1.15K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 7 $1.15K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 7 $1.15K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $1.15K <0.01% +3 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9 $1K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 6 $984 <0.01% 0 13F-HR/A Timeline Torren Management, LLC More: the full row for Torren Management, LLC 5 $836 <0.01% -274 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 5 $820 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4 $656 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $656 <0.01% -1 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4 $652 <0.01% -87 13F-HR Timeline Group Trust Co More: the full row for Trust Co 3 $493 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3 $492 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3 $492 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $328 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2 $328 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2 $328 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1 $164 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $164 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1 $164 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $164 <0.01% -1 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $164 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $164 <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. 0 $2 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.