Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 552 $298K 0.03% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 552 $297K 0.01% -33 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 551 $297K <0.01% +122 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 550 $296K 0.08% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 548 $295K <0.01% -96 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 544 $293K <0.01% 0 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 540 $291K 0.03% +96 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 538 $290K 0.03% +111 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 524 $282K 0.02% +87 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 523 $282K <0.01% new 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 521 $281K <0.01% -1 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 514 $277K 0.03% new 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 509 $274K <0.01% -431 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 507 $273K <0.01% -935 13F-HR Timeline Group North Dakota State Investment Board More: the full row for North Dakota State Investment Board 506 $273K 0.01% +9 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 505 $272K 0.01% -42 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 504 $272K 0.01% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 503 $271K 0.04% +72 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 502 $271K <0.01% +95 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 501 $270K <0.01% -84 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 500 $269K 0.01% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 497 $268K <0.01% +15 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 495 $267K 0.01% +8 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 488 $263K <0.01% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 488 $263K 0.01% +13 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 485 $261K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 485 $261K <0.01% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 414 $258K 0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 478 $257K 0.01% -9 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 475 $256K <0.01% +17 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 451 $243K 0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 450 $242K 0.18% +33 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 443 $239K <0.01% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 441 $238K <0.01% -1 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 440 $237K 0.01% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 437 $235K 0.04% -8 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 435 $234K <0.01% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 430 $232K 0.03% new 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 427 $230K 0.07% 0 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 423 $228K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 423 $228K <0.01% +91 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 422 $227K 0.02% -139 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 416 $224K new Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 414 $223K 0.02% +3 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 412 $222K 0.02% +56 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 400 $216K 0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 400 $216K 0.03% -75 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 397 $214K 0.05% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 396 $213K <0.01% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 396 $213K 0.04% new 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. 391 $211K 0.01% new 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 390 $210K 0.03% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 385 $207K 0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 384 $207K <0.01% -36 13F-HR/A Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 375 $202K <0.01% new 13F-HR Timeline FOUNDATION RESOURCE MANAGEMENT INC More: the full row for FOUNDATION RESOURCE MANAGEMENT INC 375 $202K 0.02% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 359 $201K <0.01% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 349 $188K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 329 $177K <0.01% +37 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 300 $162K 0.01% -1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 295 $159K <0.01% +97 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 288 $154K <0.01% 0 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. 283 $152K <0.01% -96 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 277 $149K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 250 $135K <0.01% -210 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 248 $134K <0.01% -15 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 217 $117K 0.02% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 209 $113K <0.01% +39 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 209 $113K 0.01% +1 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 204 $110K 0.05% +5 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 178 $95.9K <0.01% +151 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 167 $90K <0.01% -2 13F-HR Timeline Ares Systematic Credit Ltd More: the full row for Ares Systematic Credit Ltd 144 $77.6K 0.05% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 141 $76K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 117 $67.1K 0.04% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 110 $59.3K 0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 110 $59.3K <0.01% -12 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 109 $58.7K <0.01% +1 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 100 $53.9K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $53.9K 0.02% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 100 $53.9K 0.03% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 98 $52.8K <0.01% -9 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 92 $49.6K 0.03% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 91 $49K <0.01% -3 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 90 $48K 0.03% 0 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 83 $44.7K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 82 $44.2K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 79 $42.6K 0.03% +16 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 69 $37.2K <0.01% +19 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 66 $35.6K <0.01% 0 13F-HR Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 61 $33.1K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 60 $32.3K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 59 $31.8K <0.01% +13 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 59 $31.8K <0.01% new 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 55 $29.6K <0.01% -18 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 54 $29.1K 0.02% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 53 $28.6K 0.01% +34 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 51 $27.5K 0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 50 $26.9K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 49 $26.4K <0.01% -13 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 49 $26.4K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 48 $25.9K <0.01% -1 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 45 $24.2K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 42 $22.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 40 $21.6K <0.01% -4 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 40 $21.6K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 39 $20.9K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 38 $20.5K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 37 $19.9K <0.01% +13 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 35 $18.9K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 35 $18.9K <0.01% +2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 34 $18.3K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 34 $18.3K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 33 $17.8K <0.01% +13 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 33 $17.8K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 33 $17.8K <0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 32 $17.2K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 31 $17K 0.01% -8 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 29 $15.6K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 28 $15.1K <0.01% +11 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 28 $15.1K <0.01% +5 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 28 $14.6K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 27 $14.5K <0.01% new 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 26 $14K <0.01% +5 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 24 $12.9K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 24 $12.9K <0.01% +4 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 24 $12.9K 0.01% new 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 22 $11.9K <0.01% new 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 21 $11.3K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 20 $11K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 18 $9.7K <0.01% -3 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 17 $9.16K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 16 $8.62K <0.01% +11 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 15 $8.08K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 14 $7.54K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 14 $7.54K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 12 $6.47K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 12 $6.47K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 12 $6.47K <0.01% +7 13F-HR/A Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 12 $6.47K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10 $5.39K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 10 $5.39K <0.01% +3 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 9 $4.85K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9 $4.85K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9 $4.85K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 8 $4.49K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 8 $4.31K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 7 $3.78K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6 $3.23K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 6 $3.23K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 6 $3.23K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $3.23K <0.01% +4 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 6 $3.23K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 6 $3.23K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6 $3.23K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 5 $2.69K <0.01% +3 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5 $2.69K <0.01% +3 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 5 $2.69K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $2.35K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4 $2.16K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4 $2.16K <0.01% +2 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4 $2.15K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4 $2.15K <0.01% -1 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4 $2.15K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4 $2.15K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4 $2.15K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4 $2.15K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4 $2.15K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3 $1.62K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $1.62K <0.01% +1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3 $1.62K <0.01% +1 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 3 $1.62K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $1.62K <0.01% +2 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2 $1.09K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $1.08K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2 $1.08K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2 $1.08K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 2 $1.08K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2 $1.08K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2 $1.08K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 2 $1K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1 $618 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $559 <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1 $544 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1 $539 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $539 <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1 $539 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $539 <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $539 <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 1 $539 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1 $539 <0.01% new 13F-HR/A Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $372 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Cordant, Inc. More: the full row for Cordant, Inc. 0 $151 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. 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.