Claro Advisors Inc. More: the full row for Claro Advisors Inc. 14,809 $177K 0.02% -1,090 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 17,148 $174K <0.01% 0 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 14,453 $172K 0.11% +2,020 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 14,301 $170K 0.03% new 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,084 $168K <0.01% +1,256 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 13,589 $162K 0.01% +213 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 13,290 $158K 0.01% +1,761 13F-HR/A Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 13,232 $158K 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,153 $157K <0.01% +1,108 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 12,934 $154K 0.01% -358 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 12,414 $153K <0.01% 0 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 12,731 $152K 0.01% new 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 12,723 $152K 0.01% +985 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 12,684 $151K 0.07% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,594 $151K <0.01% +1,195 13F-HR Timeline Amount filed as zero, left out of ratios. Shay Capital LLC More: the full row for Shay Capital LLC 12,635 $151K 0.04% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,558 $150K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,574 $150K <0.01% +691 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 12,555 $150K 0.01% +833 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 12,519 $149K 0.03% +607 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 12,446 $148K 0.02% +1,411 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,916 $142K <0.01% +546 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,877 $142K <0.01% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 11,662 $139K <0.01% -54,263 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,367 $135K <0.01% +390 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 11,346 $135K 0.03% +612 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10,973 $135K 0.09% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 11,246 $134K 0.02% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 11,077 $132K 0.01% new 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 10,388 $124K <0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,372 $124K <0.01% -246 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,306 $123K <0.01% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 9,701 $116K 0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9,286 $111K 0.02% +7,648 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,127 $96.9K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 7,074 $84.3K 0.02% +121 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6,582 $78.5K 0.06% +3,433 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,174 $73.6K <0.01% +691 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,715 $68.1K <0.01% +559 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,748 $56.6K 0.01% -335 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,102 $48.9K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,034 $48.1K 0.01% +1,467 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,843 $46K <0.01% -396 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,849 $45.9K <0.01% -380 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,558 $42.4K <0.01% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,300 $39.3K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,297 $39.3K <0.01% +403 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,319 $39K 0.02% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,082 $36.7K <0.01% -918 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,787 $33.2K <0.01% +258 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 2,576 $31.7K 0.02% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,303 $31.4K 0.02% -327 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,523 $30.1K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,470 $29.4K <0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,342 $27.9K <0.01% +60 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,566 $27.1K <0.01% +1,108 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,102 $25K <0.01% +1,659 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,031 $24.2K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,998 $23.8K <0.01% -871 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,962 $23.5K <0.01% +149 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,761 $21K <0.01% +1,689 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,694 $20.2K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,594 $19K <0.01% -13 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,538 $18.3K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,478 $17.6K <0.01% +135 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,430 $17K <0.01% +1,428 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,340 $16K 0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,322 $15.8K <0.01% +803 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,232 $14.7K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,203 $14.3K <0.01% +597 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,151 $14K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,137 $13.6K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,052 $12.5K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 842 $10.7K <0.01% -51 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 895 $10.7K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 862 $10.3K <0.01% -212 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 795 $9.48K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 738 $9.42K <0.01% +51 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 767 $9.14K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 763 $9.1K <0.01% -4,104 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 696 $8.3K <0.01% -995 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 691 $8.24K <0.01% +132 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 679 $8.09K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 645 $7.69K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 625 $7.45K <0.01% -536 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 550 $6.56K 0.01% -367 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 500 $6.16K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 540 $6K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 473 $5.64K <0.01% 0 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) 433 $5.16K <0.01% -3,504 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 397 $4.73K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 390 $4.65K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 347 $4.14K <0.01% +207 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 318 $3.79K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 300 $3.69K <0.01% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 300 $3.58K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 300 $3.58K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 296 $3.53K <0.01% 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 284 $3.5K <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. 288 $3.44K <0.01% +129 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 287 $3.42K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 254 $3.03K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 240 $2.86K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 205 $2.46K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 206 $2.46K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 170 $2.03K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 165 $1.97K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 161 $1.92K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 156 $1.86K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 151 $1.8K <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 147 $1.75K <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 125 $1.49K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 105 $1.25K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 101 $1.2K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 100 $1.19K <0.01% -615 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 93 $1.11K <0.01% -335 13F-HR Timeline CX Institutional More: the full row for CX Institutional 69 $1K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 80 $954 <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 76 $907 <0.01% -1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 55 $656 <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 46 $548 <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 42 $501 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 30 $358 <0.01% -26 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 17 $203 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -413 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 0 $0 0% -409 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.