IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,588 $98.4K <0.01% +199 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,475 $96.7K 0.01% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 6,390 $95.5K 0.02% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,023 $90K <0.01% +2,791 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 6,000 $89.6K 0.03% -11,500 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,341 $79.8K <0.01% -27,242 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,089 $76K 0.01% +3,481 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5,700 $71K 0.05% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,602 $68.8K <0.01% +3,602 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 3,878 $57.9K 0.06% new 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) 3,532 $52.8K <0.01% +3,298 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,384 $50.6K <0.01% -4,081 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 3,368 $50.3K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,236 $48.3K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,123 $47K <0.01% -1,844 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,098 $46.3K <0.01% +2,824 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 2,806 $41.9K 0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,580 $40.9K <0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,446 $36.5K 0.01% -7,964 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,312 $34.5K 0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,225 $33.2K <0.01% +1,255 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,000 $29.9K <0.01% +910 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,868 $27.9K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,765 $26.4K 0.02% +1,400 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,733 $25.9K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,715 $25.6K <0.01% +54 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,662 $24.8K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,636 $24.4K <0.01% -83 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,495 $22.3K <0.01% -179 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 1,408 $21.6K <0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,369 $21K <0.01% -73 13F-HR/A Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,358 $20.3K <0.01% +842 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,315 $19.6K <0.01% +876 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,312 $19.6K <0.01% new 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,133 $16.9K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,036 $15.5K 0.01% +1,025 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,000 $14.9K <0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 993 $14K <0.01% -145 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 867 $13K <0.01% -350 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 875 $12.7K <0.01% +337 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 778 $11.6K 0.01% -125 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 761 $11.4K <0.01% +98 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 695 $10.4K <0.01% -699 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 657 $9.82K <0.01% +49 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 588 $8.79K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 584 $8.72K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 581 $8.68K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 535 $7.99K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 500 $7.47K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 500 $7.47K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 500 $7.47K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 500 $7.47K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 450 $6.72K <0.01% -15 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 435 $6.5K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 435 $6.5K <0.01% -938 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 434 $6.48K 0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 432 $6.45K <0.01% -1,110 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 428 $6.39K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 398 $5.97K <0.01% -7 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 383 $5.72K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 354 $5.29K <0.01% +13 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 326 $4.85K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 312 $4.66K <0.01% -400 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 306 $4.57K <0.01% -92 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 295 $4.41K <0.01% +262 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 253 $3.78K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 252 $3.77K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 200 $3.19K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 211 $3.15K <0.01% -152 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 200 $2.99K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 175 $2.62K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 142 $2.12K <0.01% +34 13F-HR Timeline CX Institutional More: the full row for CX Institutional 146 $2K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 120 $1.79K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 119 $1.78K <0.01% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 118 $1.76K <0.01% -999 13F-HR/A Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 100 $1.49K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 97 $1.45K <0.01% -42 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 81 $1.21K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 78 $1.17K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 73 $1.09K <0.01% +36 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 70 $1.05K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 68 $1.02K <0.01% -1,110 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 110 $1K <0.01% +33 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 65 $971 <0.01% 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 61 $911 <0.01% -51 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 56 $837 <0.01% -4 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 53 $792 <0.01% -18 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 52 $777 <0.01% new 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 39 $587 <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 38 $568 <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 36 $538 <0.01% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 34 $508 <0.01% +4 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 30 $448 <0.01% -22 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 29 $433 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 18 $273 <0.01% 13F-HR Timeline Trust Co More: the full row for Trust Co 18 $269 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $225 <0.01% -109 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $105 <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 6 $94 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4 $60 <0.01% 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2 $31 <0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2 $30 <0.01% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 206,364 $3.05K -12,169 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.