Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 11,827 $104K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,739 $103K <0.01% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 11,656 $102K 0.01% -375 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 11,594 $102K <0.01% +181 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,268 $98.9K 0.01% -373 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 11,130 $97.7K 0.02% +234 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,081 $97.3K <0.01% -1,030 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 10,624 $93.3K <0.01% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 10,071 $88.4K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 9,165 $80.5K <0.01% +4,160 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,526 $74.9K <0.01% -764 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,864 $69K <0.01% +3,601 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,381 $64.8K <0.01% +838 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,746 $50.5K <0.01% +663 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 5,257 $46.2K 0.01% +128 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,183 $45K <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4,870 $42.8K 0.03% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,075 $35.8K 0.01% +804 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,592 $31.5K <0.01% +1,597 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,575 $31.4K <0.01% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,532 $31K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,777 $24.4K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,430 $21.3K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,273 $20.4K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,303 $20.2K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,941 $17K <0.01% +89 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,739 $15.3K <0.01% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,622 $14.2K <0.01% new 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,411 $13.9K <0.01% -94 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,560 $13.7K 0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,559 $13.7K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,501 $13.2K <0.01% +522 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,452 $12.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,183 $10.4K <0.01% +324 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,181 $10.4K <0.01% +316 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,137 $9.98K <0.01% -317 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,109 $9.74K 0.01% +539 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,068 $9.38K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 920 $8.08K <0.01% +604 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 919 $8.07K <0.01% -110 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 899 $7.89K <0.01% +226 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 884 $7.76K <0.01% +444 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 766 $6.72K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 689 $6K <0.01% +3 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 677 $5.95K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 611 $5.37K <0.01% +6 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 559 $4.91K <0.01% -145 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 530 $4.65K <0.01% -1,548 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 524 $4.6K <0.01% +33 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 519 $4.56K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 452 $3.95K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 422 $3.71K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 392 $3.44K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 387 $3.4K <0.01% +223 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 384 $3.37K <0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 348 $3.29K <0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 363 $3.19K <0.01% new 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 363 $3.19K <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 361 $3.17K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 347 $3.05K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 347 $3.05K <0.01% +84 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 329 $2.89K <0.01% new 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 321 $2.82K <0.01% -30 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 319 $2.8K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 312 $2.74K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 297 $2.61K <0.01% +62 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 284 $2.49K <0.01% +208 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 281 $2.47K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 270 $2.37K <0.01% 0 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 255 $2.24K <0.01% -307 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 250 $2.19K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 211 $1.85K <0.01% -8 13F-HR/A Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 177 $1.55K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 155 $1.36K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 146 $1.28K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 135 $1.19K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 119 $1.04K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 108 $948 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 104 $914 <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 99 $869 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 78 $685 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 68 $598 <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 64 $562 <0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 59 $518 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 51 $448 <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 51 $447 <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 49 $431 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 49 $430 <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 43 $378 <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 43 $378 <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 42 $369 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 37 $325 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 33 $290 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 30 $263 <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 29 $255 <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 25 $217 <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 16 $140 <0.01% new 13F-HR Timeline