Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 22,235 $389K <0.01% +2,844 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 22,094 $387K 0.09% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 21,981 $385K 0.05% +3,705 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 21,865 $383K 0.01% +77 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 21,662 $379K <0.01% -819 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 21,485 $376K <0.01% new 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 21,418 $375K 0.04% -904 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 21,263 $374K <0.01% +202 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 21,293 $373K 0.01% -787 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 21,180 $371K <0.01% -15,498 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 21,151 $370K 0.01% -593 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,493 $359K 0.01% +1,845 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20,001 $350K <0.01% +1,921 13F-HR/A Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 20,313 $350K 0.02% -249 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 19,956 $349K <0.01% +15,863 13F-HR/A Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 19,934 $349K 0.01% +435 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 19,297 $346K 0.02% +1,492 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 19,482 $341K 0.02% +1,355 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 18,781 $329K 0.01% -1,055 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 17,664 $309K <0.01% +7,521 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 17,609 $308K <0.01% -5,784 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 17,398 $304K 0.01% -1,986 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 17,360 $304K 0.07% -83,454 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 17,205 $301K 0.03% +2,427 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 17,180 $301K 0.18% +1,318 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 16,849 $295K <0.01% +2,730 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 16,588 $290K <0.01% +250 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 16,142 $282K 0.09% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 16,011 $280K 0.01% +2,294 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 15,966 $279K 0.01% -10,315 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,820 $277K 0.01% +548 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 15,822 $277K <0.01% +322 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 15,805 $277K <0.01% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 15,516 $272K 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 15,435 $270K 0.07% -1,647 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,342 $268K <0.01% +812 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 14,939 $261K 0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,917 $261K <0.01% 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 14,514 $254K 0.07% 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 14,382 $252K <0.01% +1,582 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 13,839 $242K 0.02% +943 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,648 $239K <0.01% +1,609 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 13,453 $235K 0.01% -1,160 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 13,261 $232K 0.01% +554 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 12,947 $227K 0.05% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 12,862 $225K 0.06% +45 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 12,844 $225K 0.04% +59 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 12,684 $222K 0.08% 0 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 12,504 $219K <0.01% +90 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 12,513 $219K 0.03% -272 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 12,411 $217K 0.15% +1,627 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,212 $214K <0.01% +513 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 12,180 $213K 0.01% -73 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 12,040 $211K 0.04% +250 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 12,039 $211K 0.04% 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,868 $208K <0.01% -1,071 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,830 $207K <0.01% -1,775 13F-HR Timeline Group DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 11,796 $206K 0.04% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 11,324 $198K 0.01% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 11,253 $197K 0.01% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 11,170 $195K 0.05% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,110 $194K <0.01% +849 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,097 $194K <0.01% +497 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 11,041 $193K 0.02% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 11,164 $193K 0.05% -606 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10,973 $192K 0.1% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,884 $190K 0.01% -561 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 10,851 $190K 0.12% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 10,815 $189K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,698 $187K <0.01% new 13F-HR/A Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,578 $185K <0.01% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 10,482 $183K 0.12% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,421 $182K <0.01% +90 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 10,374 $182K 0.12% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,231 $179K 0.01% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 10,186 $178K <0.01% new 13F-HR Timeline Group Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 10,177 $178K 0.11% -202 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 10,122 $177K 0.07% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,104 $177K 0.03% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 10,066 $176K 0.05% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,923 $174K <0.01% +4,046 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 10,110 $171K -163 Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 9,016 $158K 0.03% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 8,482 $148K 0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 8,099 $142K <0.01% -1,836 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 7,231 $127K 0.03% +27 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,777 $119K <0.01% -126,872 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6,467 $113K 0.08% +14 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,909 $103K <0.01% +220 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,799 $102K <0.01% +3,731 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,789 $83.8K <0.01% +581 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,667 $81.7K <0.01% +695 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,651 $81.4K <0.01% +1,912 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,440 $77.7K 0.01% +1,163 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,307 $75.4K 0.01% +941 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,094 $71.6K <0.01% +1,762 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,698 $64.7K <0.01% -569 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,546 $62.1K 0.01% +1,504 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,443 $60.3K 0.02% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,300 $57.8K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,273 $57.3K <0.01% -202 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,198 $56K 0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,749 $48.1K <0.01% +227 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 2,576 $45.1K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,393 $41.9K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,259 $39.5K <0.01% +1,139 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) 2,226 $39K <0.01% -676 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,219 $38.8K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,211 $38.7K <0.01% +380 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,197 $38.4K 0.01% +1,394 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,028 $35.5K <0.01% +31 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 1,970 $34.5K 0.02% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,825 $33K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,803 $31.6K 0.01% +234 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,771 $31K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,556 $27.2K <0.01% +235 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,525 $26.7K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,478 $25.9K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,468 $25.7K <0.01% +23 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,384 $24.2K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,340 $23.4K 0.01% 0 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/ 1,229 $21.5K <0.01% new 13F-HR Timeline Group Reflection Asset Management More: the full row for Reflection Asset Management 1,149 $20.8K 0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,137 $19.9K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,062 $18.6K <0.01% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,012 $17.7K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 992 $17.4K <0.01% +340 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 938 $16.4K <0.01% +31 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 895 $15.7K <0.01% +725 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 838 $15.3K <0.01% +106 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 842 $14.7K 0.01% +11 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 800 $14K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 795 $13.9K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 728 $12.7K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 723 $12.7K <0.01% +606 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 691 $12.1K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 681 $11.9K <0.01% +211 13F-HR Timeline Group REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 648 $11.3K 0.02% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 645 $11.3K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 628 $11K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 617 $10.8K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 604 $10.6K <0.01% -46 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 598 $10.5K <0.01% 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 593 $10.4K 0.01% 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 586 $10.3K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 546 $9.55K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 546 $9.55K 0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 540 $9K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 500 $8.75K <0.01% +200 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 470 $8.22K 0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 424 $7.42K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 400 $7K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 388 $6.79K <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. 348 $6.09K <0.01% +46 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 340 $5.95K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 336 $5.88K <0.01% -336 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 309 $5.41K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 302 $5.28K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 300 $5.25K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 293 $5.13K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 267 $4.67K <0.01% +67 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 266 $4.66K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 265 $4.64K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 257 $4.5K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 246 $4.3K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 235 $4.11K <0.01% +4 13F-HR Timeline CX Institutional More: the full row for CX Institutional 234 $4K <0.01% +165 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 212 $3.71K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 206 $3.6K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 205 $3.59K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 205 $3.59K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 202 $3.54K <0.01% 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 200 $3.5K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 197 $3.45K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 195 $3.41K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 190 $3.33K <0.01% -20 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 189 $3.31K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 182 $3.19K <0.01% +46 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 181 $3.17K <0.01% new 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 172 $3.01K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 169 $2.96K <0.01% 0 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 153 $2.68K <0.01% -11 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 147 $2.57K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 146 $2.56K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 134 $2.35K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 123 $2.15K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 123 $2.15K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 122 $2.13K <0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 102 $1.78K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 94 $1.65K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 84 $1.47K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 80 $1.4K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 75 $1.31K <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 74 $1.29K <0.01% -18 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 71 $1.24K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 67 $1.17K <0.01% +15 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 65 $1.14K <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 62 $1.08K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 55 $963 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 51 $893 <0.01% new 13F-HR Timeline