Barbara Oil Co. More: the full row for Barbara Oil Co. 15,025 $1.1M 0.41% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14,957 $1.09M <0.01% -634 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 14,483 $1.07M 0.03% +8 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 14,187 $1.03M <0.01% +1,251 13F-HR Timeline Group FORMULA GROWTH LTD More: the full row for FORMULA GROWTH LTD 14,000 $1.02M 0.36% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13,963 $1.02M 0.01% +13,852 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 13,592 $991K 0.01% +4,436 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 13,543 $988K 0.01% -1,052 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 12,505 $912K 0.18% +200 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 12,150 $886K 0.16% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 11,904 $868K 0.03% +4,402 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 11,577 $844K <0.01% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,445 $835K <0.01% -693 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,302 $751K 0.01% +130 13F-HR Timeline Group Elo Mutual Pension Insurance Co More: the full row for Elo Mutual Pension Insurance Co 10,221 $745K 0.01% -1,462 13F-HR Timeline Exane Asset Management More: the full row for Exane Asset Management 8,620 $739K 0.25% -2,044 13F-HR Timeline Siren, L.L.C. in group Siren, L.L.C. More: the full row for Siren, L.L.C. 10,000 $729K 0.03% 0 13F-HR Timeline Group STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 9,510 $693K <0.01% -632 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 9,500 $693K 0.28% 0 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 9,489 $692K <0.01% +820 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 9,000 $656K 0.4% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,058 $647K <0.01% +299 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 8,790 $641K <0.01% -55,793 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 8,610 $628K 0.01% -323 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 8,347 $609K <0.01% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 8,270 $603K 0.01% +2,724 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 8,268 $603K 0.15% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,173 $596K <0.01% +1,024 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 8,000 $583K <0.01% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,582 $553K 0.02% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,466 $543K <0.01% +3,032 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 7,428 $542K <0.01% new 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 7,336 $535K <0.01% +212 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,197 $525K 0.01% +113 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 6,920 $505K <0.01% +70 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,884 $501K <0.01% +591 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 6,773 $494K <0.01% -29 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 6,740 $491K <0.01% +1,594 13F-HR Timeline Group SYMMETRY PEAK MANAGEMENT LLC More: the full row for SYMMETRY PEAK MANAGEMENT LLC 6,370 $464K 3.42% new 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 6,246 $463K 0.03% -329 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,260 $456K 0.01% -383 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 6,175 $450K 0.08% -118 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,111 $446K <0.01% +434 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 6,057 $442K <0.01% 0 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 5,857 $438K <0.01% -6,113 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,963 $435K <0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,937 $433K 0.01% +1,757 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,915 $431K 0.03% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,813 $424K <0.01% +5,713 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 5,729 $418K 0.01% -1,375 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,706 $416K 0.12% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,602 $408K 0.05% +912 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 5,591 $408K 0.01% +591 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,540 $404K 0.01% -207 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,492 $400K <0.01% +509 13F-HR/A Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 5,394 $393K <0.01% +12 13F-HR Timeline Group Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 5,366 $391K 0.01% -483 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 5,256 $383K 0.46% -29 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 5,240 $382K 0.06% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,185 $378K <0.01% +731 13F-HR/A Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 5,133 $374K <0.01% 0 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 5,006 $365K <0.01% +2,073 13F-HR Timeline Group GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 5,000 $365K 0.04% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 4,941 $360K 0.05% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,913 $358K <0.01% -178 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,821 $352K <0.01% -822 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,733 $345K <0.01% -371 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 4,578 $334K <0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,571 $333K 0.01% +284 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 4,570 $333K 0.06% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,581 $331K 0.1% +947 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 4,524 $330K <0.01% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 4,456 $324K <0.01% +39 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 4,290 $323K 0.14% +4 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,117 $300K 0.04% -1,840 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,116 $300K <0.01% +364 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 4,108 $300K 0.03% new 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,090 $298K 0.01% +1,129 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,079 $297K 0.01% +430 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,002 $292K 0.04% -168 13F-HR Timeline 1888 Investments, LLC More: the full row for 1888 Investments, LLC 3,909 $285K 15.22% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,867 $282K <0.01% -67 13F-HR/A Timeline Group &PARTNERS More: the full row for &PARTNERS 3,779 $276K <0.01% +769 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 3,709 $270K <0.01% 0 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,694 $269K 0.05% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,641 $266K <0.01% -2,863 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,490 $254K 0.07% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,441 $251K 0.05% -158 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,367 $246K 0.03% +379 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 3,426 $245K 0.05% 0 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 3,426 $245K 0.05% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,300 $241K <0.01% new 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 3,271 $239K 0.02% -146 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,250 $237K 0.03% 0 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,229 $235K 0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,190 $233K <0.01% -243 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,085 $225K <0.01% 0 13F-HR Timeline Group Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 3,044 $222K 0.05% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,867 $209K <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,829 $206K <0.01% -20,694 13F-HR Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 2,771 $202K 0.02% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,750 $201K <0.01% new 13F-HR Timeline Group Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,746 $200K 0.02% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,740 $200K <0.01% -14,879 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,601 $195K 0.01% +1,297 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,624 $191K <0.01% +132 13F-HR/A Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,494 $182K 0.01% +1,205 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,480 $181K <0.01% -296 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,718 $125K <0.01% -1,346 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,600 $117K <0.01% -101 13F-HR/A Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,577 $115K <0.01% -2,619 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,537 $112K <0.01% +1,157 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,492 $109K 0.03% +591 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,393 $102K <0.01% +168 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,343 $97.9K 0.01% +271 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,109 $80.9K <0.01% 0 13F-HR Timeline Group CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 1,100 $80.2K <0.01% +600 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,010 $73.6K <0.01% -373 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,009 $73.6K <0.01% -108 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 938 $68.4K 0.01% +179 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 933 $68K <0.01% +320 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 797 $58.1K <0.01% +768 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 778 $56.7K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 776 $56.6K <0.01% -20 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 747 $54.5K <0.01% +717 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 706 $51.5K <0.01% -267 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 666 $48.6K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 600 $43.8K <0.01% -143 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 500 $36.5K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 480 $35.2K <0.01% +199 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 482 $35K 0.02% -461 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 465 $33.9K <0.01% new 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 423 $30.8K <0.01% +81 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 390 $28.4K <0.01% +321 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 379 $27.6K <0.01% -5 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 354 $25.8K <0.01% new 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. 353 $25.7K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 345 $25.2K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 293 $21.4K 0.01% -3 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 269 $19.6K <0.01% +82 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 256 $18.7K <0.01% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 239 $17K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 225 $16.4K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 217 $15.8K 0.01% -162 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 200 $14.6K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 186 $13.6K <0.01% -211 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 183 $13.3K <0.01% -191 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 174 $12.7K <0.01% +1 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 163 $11.9K <0.01% +37 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 161 $11.7K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 120 $8.75K <0.01% -63 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 112 $8.17K <0.01% new 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 118 $8K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 108 $7.88K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 100 $7.29K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 78 $5.69K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 73 $5.32K <0.01% +15 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 69 $5.03K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 66 $4.81K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 65 $4.74K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 49 $3.57K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 48 $3.5K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 46 $3.34K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 43 $3.14K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 43 $3.14K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 43 $3.13K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 41 $2.99K <0.01% +15 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 39 $2.84K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 38 $2.69K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 34 $2.48K <0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 34 $2.48K <0.01% +6 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 31 $2K <0.01% +23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 22 $1.68K <0.01% +2 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 23 $1.68K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 20 $1.46K <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. 19 $1.39K <0.01% -6 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 17 $1.24K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 17 $1.24K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15 $1.09K <0.01% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 14 $1.02K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 13 $948 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 13 $921 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 11 $803 <0.01% -5 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 10 $730 <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 10 $729 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $712 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8 $583 <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8 $583 <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8 $583 <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 7 $510 <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6 $438 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 6 $438 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $365 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3 $219 <0.01% -1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $219 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $73 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $73 <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.