Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 38,516 $525K 0.29% +257 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 36,472 $497K 0.06% +11,639 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 35,310 $481K 0.08% +2,715 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 34,532 $471K 0.01% -1,304 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 34,414 $469K 0.23% +89 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 34,360 $468K <0.01% -10,710 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 34,020 $464K <0.01% 0 13F-HR Timeline Group BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 34,000 $463K 0.17% +15,200 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 33,247 $453K 0.01% -29,618 13F-HR Timeline Group NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 32,597 $444K <0.01% 0 13F-HR/A Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 32,220 $439K 0.28% -575 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 32,211 $439K 0.06% +1,588 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 31,874 $434K 0.01% -12,420 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 31,774 $433K 0.01% +1,923 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 31,495 $429K 0.04% +983 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 31,266 $426K 0.01% +6,759 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 33,399 $425K 0.04% -117 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 30,743 $419K 0.06% +243 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 29,790 $406K <0.01% +2,204 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 29,318 $400K 0.01% +373 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 29,976 $399K 0.05% new 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 28,348 $386K 0.04% -85 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 27,924 $381K 0.2% -2,348 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 27,326 $372K 0.1% -1,078 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 26,972 $368K 0.19% +2,969 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 26,874 $366K 0.06% +3,283 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 26,772 $365K 0.22% +6,438 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 26,478 $361K 0.11% -2,277 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 26,401 $360K 0.03% -323 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 26,357 $359K 0.02% +11,152 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 29,658 $344K 0.02% +1,126 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 24,564 $343K <0.01% +3,659 13F-HR/A Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 25,069 $342K <0.01% +2,334 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 24,687 $336K 0.02% +3,731 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 24,653 $336K 0.03% +306 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 24,450 $333K <0.01% -361,650 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 24,134 $329K 0.21% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 24,049 $328K 0.06% +224 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 23,454 $320K 0.07% -12,000 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 23,427 $319K 0.02% -5,886 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 23,342 $318K 0.02% -1,129 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 23,124 $316K 0.03% +42 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 22,973 $313K 0.04% +3,127 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 22,865 $312K 0.05% -2,906 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 22,344 $305K 0.03% +57 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 21,956 $299K 0.03% +6,033 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 21,531 $293K <0.01% -2,105 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 21,476 $293K <0.01% -74 13F-HR Timeline Group Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 21,327 $291K 0.15% +4,699 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 21,292 $290K 0.24% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 21,252 $290K 0.02% +2,216 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 20,936 $285K 0.03% +136 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 20,918 $285K 0.02% -10,810 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 20,843 $284K 0.13% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 20,342 $277K <0.01% +1,506 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 19,854 $271K 0.07% -2,493 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 19,444 $265K <0.01% -341 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 19,439 $265K 0.01% -76 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 19,394 $264K 0.06% +17,811 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 19,105 $260K 0.01% -745 13F-HR Timeline Group WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 19,067 $260K 0.02% -910 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 18,679 $255K <0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 18,649 $254K 0.1% -33,090 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 18,552 $253K 0.01% -1,289 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 18,120 $247K <0.01% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 17,947 $245K 0.02% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 17,872 $244K 0.01% +7,215 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,637 $240K 0.01% -7,239 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 17,478 $238K <0.01% +878 13F-HR Timeline Group Adero Partners, LLC More: the full row for Adero Partners, LLC 17,461 $238K 0.02% +1,416 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 16,364 $229K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 17,896 $227K 0.01% -324 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 16,331 $222K 0.02% +16,309 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 16,103 $219K <0.01% -229 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 15,995 $218K 0.46% -3,246 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 15,959 $218K <0.01% +2,058 13F-HR/A Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 15,921 $217K 0.02% +3,921 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 15,814 $216K <0.01% new 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 15,588 $212K <0.01% +1,721 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,765 $210K 0.01% -1,498 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 15,325 $209K 0.11% +457 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 15,290 $208K <0.01% +2,358 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 15,182 $207K 0.02% +210 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 15,149 $206K 0.15% -978 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 15,100 $206K 0.01% -41,500 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 15,030 $205K 0.13% -3,253 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,940 $204K 0.01% -182 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 14,841 $202K 0.14% +97 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 14,800 $202K <0.01% -473 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 14,539 $198K 0.01% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 14,500 $198K 0.02% -3,000 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 14,474 $197K 0.02% -1,968 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 14,241 $194K 0.04% +2,176 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 14,239 $194K 0.02% +1,640 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 16,519 $194K 0.13% +4,879 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 14,157 $193K 0.05% +1,865 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 14,140 $193K 0.07% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,041 $191K <0.01% new 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 13,952 $190K 0.1% +3,322 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,791 $188K <0.01% +124 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,563 $185K <0.01% +518 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,468 $184K 0.04% -158 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,441 $183K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,410 $183K <0.01% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 13,158 $179K <0.01% -2,599 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 13,140 $179K 0.07% +15 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 13,103 $179K <0.01% -2,753 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 13,000 $177K <0.01% +968 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 12,996 $177K 0.03% +190 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 12,655 $172K <0.01% +689 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 12,481 $170K 0.02% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 12,382 $169K <0.01% -19,348 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 12,257 $167K 0.01% +329 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 12,204 $166K 0.09% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 11,989 $163K 0.01% new 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,776 $161K <0.01% -1,469 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 11,681 $159K 0.01% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 11,675 $159K 0.02% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 11,633 $159K 0.04% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 11,503 $157K 0.09% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 11,442 $156K 0.06% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 11,258 $153K 0.06% +961 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 11,249 $153K 0.01% +5,561 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 11,193 $153K 0.03% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 11,097 $151K 0.02% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,078 $151K <0.01% new 13F-HR/A Timeline Group CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 11,000 $150K 0.01% new 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 10,766 $147K 0.01% new 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 10,720 $146K 0.01% +598 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,664 $145K <0.01% +9,277 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 10,660 $145K 0.12% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 10,607 $145K 0.01% -135 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,486 $143K <0.01% new 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 10,080 $137K <0.01% -711,725 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 10,068 $137K 0.01% new 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,066 $137K <0.01% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 10,000 $136K 0.02% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 10,000 $136K 0.08% -34,225 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10,895 $133K <0.01% -4,689 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 10,544 $129K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 9,454 $129K 0.02% 0 13F-HR/A Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,652 $125K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 8,459 $115K 0.01% -6,697 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,789 $106K 0.02% +680 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,285 $99.3K <0.01% -1,840 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 6,387 $87.1K 0.02% +258 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 6,451 $87K 0.03% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,073 $82.8K 0.01% -999 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,586 $76.1K 0.01% +1,637 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,733 $64.5K <0.01% -389 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 4,598 $62.7K 0.05% -656 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 4,592 $62.6K <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,575 $62.4K <0.01% +4,065 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,464 $60.8K <0.01% -592 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,109 $56K <0.01% +176 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,563 $48.6K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,367 $47.1K <0.01% -3,497 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,257 $44.4K 0.01% +1,754 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,000 $40.9K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,973 $40.5K <0.01% +104 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,777 $37.9K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,634 $36K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,623 $35.8K <0.01% +754 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,943 $33.7K 0.02% -531 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,412 $32.9K <0.01% +721 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,322 $31.6K 0.02% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,821 $25K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,832 $25K 0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,797 $24.5K <0.01% -18,390 13F-HR/A Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,666 $22.7K <0.01% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,564 $21K 0.01% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 1,500 $20.4K 0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,418 $19.3K <0.01% +1,062 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,330 $18.1K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,289 $17.6K 0.01% +609 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,253 $17.1K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,207 $16.5K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,205 $16.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,180 $16.1K <0.01% +41 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,174 $16K <0.01% -224 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,158 $15.8K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,158 $15.8K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,146 $15.6K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,112 $15.2K <0.01% +66 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,100 $15K 0.01% +100 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,093 $14.9K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,061 $14.5K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,059 $14.4K <0.01% +272 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 978 $13K <0.01% +27 13F-HR/A Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 878 $12K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 977 $11.8K <0.01% -3 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 813 $11.1K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 764 $10.4K <0.01% -241 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 751 $10.2K <0.01% +45 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 750 $10.2K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 746 $10.2K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 717 $9.77K <0.01% -717 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 611 $8.33K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 578 $7.88K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 571 $7.78K <0.01% 0 13F-HR Timeline