Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 20,259 $257K <0.01% new 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 20,181 $256K <0.01% -4,079 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 20,000 $253K <0.01% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 19,282 $244K <0.01% +451 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 19,194 $244K 0.01% -182,806 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 18,829 $239K <0.01% -11,784 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 17,949 $227K 0.01% +100 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 17,835 $226K 0.09% +16,335 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 17,685 $224K <0.01% -3,065 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 17,672 $224K 0.01% -526 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 17,420 $221K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 17,279 $219K <0.01% +4,398 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 16,811 $213K 0.02% -132,899 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 16,696 $212K <0.01% +1,802 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 16,666 $211K 0.14% -1,866 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 16,542 $210K 0.07% -2,518 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 16,431 $208K <0.01% +115 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 16,271 $206K <0.01% +3,898 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 16,216 $205K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 16,037 $203K <0.01% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 15,900 $201K 0.05% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 15,638 $198K 0.06% +2,657 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 15,233 $193K <0.01% +2,854 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 15,200 $193K <0.01% new 13F-HR Timeline Oasis Management Co Ltd. in group Oasis Management Co Ltd. More: the full row for Oasis Management Co Ltd. 15,100 $191K 0.02% -15,000 13F-HR Timeline Group Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 14,938 $189K 0.02% +1,652 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,488 $187K <0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 14,699 $186K <0.01% +26 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,389 $182K <0.01% -633 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 14,174 $179K <0.01% +2,240 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 13,922 $176K <0.01% -3,955 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,898 $176K <0.01% -223 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 13,663 $173K <0.01% +1,750 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 13,596 $172K <0.01% new 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 13,559 $172K 0.03% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,226 $168K <0.01% new 13F-HR/A Timeline Group Corigliano Investment Advisers, LLC More: the full row for Corigliano Investment Advisers, LLC 13,000 $165K 0.06% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 12,942 $164K <0.01% +579 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 12,837 $163K 0.01% +1,943 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 12,627 $160K <0.01% -401 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 12,359 $157K 0.01% -9,338 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 12,268 $155K <0.01% -71 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 12,021 $152K 0.07% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 11,973 $152K <0.01% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 11,744 $149K 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 11,504 $146K 0.06% new 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 11,227 $142K <0.01% -33,225 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 11,081 $140K 0.11% -10 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 10,962 $139K <0.01% +242 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 10,843 $137K <0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,647 $135K <0.01% new 13F-HR Timeline Group Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 10,497 $133K 0.02% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,456 $132K <0.01% +171 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 10,450 $132K 0.01% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 10,440 $132K <0.01% new 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 10,307 $131K <0.01% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,165 $129K <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 10,156 $129K <0.01% -1,082 13F-HR Timeline Group VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 10,000 $127K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 8,123 $103K 0.08% +3,242 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,975 $101K <0.01% -19,565 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 7,560 $95.8K <0.01% +161 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 7,555 $95.7K 0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 4,080 $86K <0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,390 $81K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,116 $77.7K <0.01% +4,844 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 5,372 $77K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,057 $76.7K <0.01% -7,145 13F-HR Timeline Group DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 5,974 $69K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,226 $66.2K <0.01% +2,760 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,219 $66.1K <0.01% +3,119 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,190 $65.8K <0.01% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,920 $62.3K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,613 $58.4K <0.01% +4,429 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 4,542 $58K <0.01% +1,420 13F-HR Timeline Group Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 4,576 $58K 0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,996 $50.6K <0.01% +1,207 13F-HR/A Timeline Group NFSG Corp More: the full row for NFSG Corp 3,400 $43.1K 0.01% +3,150 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,041 $38.5K <0.01% -567 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,012 $38.2K <0.01% +2,186 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,800 $35.5K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,747 $34.8K <0.01% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,384 $30.2K <0.01% -616 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,331 $30K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,261 $28.6K <0.01% +196 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,935 $24.5K <0.01% +11 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,900 $24.1K 0.01% 13F-HR/A Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,797 $22.8K <0.01% +1,397 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,777 $22.5K <0.01% -1,183 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,733 $22K <0.01% +261 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 1,673 $21.2K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,599 $20.3K <0.01% +297 13F-HR Timeline TOBAM More: the full row for TOBAM 1,592 $20K <0.01% -5,246 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHP Wealth Management More: the full row for SHP Wealth Management 1,495 $18.9K <0.01% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,390 $17.6K <0.01% 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,300 $16.5K 0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,250 $15.8K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,185 $15K <0.01% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,152 $14.6K <0.01% -76,792 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,148 $14.5K <0.01% new 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,055 $13.4K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,000 $12.7K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 981 $12.4K <0.01% +247 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 933 $11.8K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 580 $11.2K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 797 $10.1K <0.01% +2 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 775 $9.82K <0.01% +694 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 738 $9.35K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 697 $8.83K <0.01% -36 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 600 $7.6K <0.01% -475 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 600 $7.6K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 571 $7K <0.01% -32 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 551 $6.98K <0.01% -62 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 550 $6.97K <0.01% 13F-HR Timeline Group Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 504 $6.39K <0.01% 0 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 500 $6.33K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 500 $6.33K <0.01% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 500 $6.33K <0.01% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 450 $5.7K <0.01% new 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 430 $5.45K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 407 $5.16K <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 400 $5.07K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 364 $4.61K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 331 $4.19K <0.01% -24 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 325 $4.12K <0.01% -325 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 325 $4.12K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 320 $4.05K <0.01% -200 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 265 $3.36K <0.01% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 253 $3.21K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 250 $3.17K <0.01% -2,859 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 231 $2.93K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 200 $2.53K <0.01% -58 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 176 $2.23K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 169 $2.14K <0.01% -8 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 160 $2.03K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 150 $1.9K <0.01% -376 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 130 $1.65K <0.01% -715 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 129 $1.64K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 105 $1.33K <0.01% -28 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 100 $1.27K <0.01% +50 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 90 $1.14K <0.01% -100 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 90 $1.14K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 89 $1.13K <0.01% +33 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 40 $1K <0.01% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 73 $925 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 71 $900 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 50 $878 <0.01% +26 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 69 $874 <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 60 $760 <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 60 $758 <0.01% -38 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 56 $710 <0.01% +20 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 55 $697 <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 55 $697 <0.01% -153 13F-HR/A Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 50 $634 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 50 $634 <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 50 $634 <0.01% new 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 40 $507 <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 40 $507 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 36 $457 <0.01% -84 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 33 $418 <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 26 $329 <0.01% new 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 25 $317 <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 25 $317 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 23 $292 <0.01% -1 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 21 $266 <0.01% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 20 $253 <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 20 $253 <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 13 $192 <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. 15 $190 <0.01% 0 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 14 $178 <0.01% +6 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $153 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 11 $139 <0.01% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $115 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9 $114 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 5 $64 <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 5 $63 <0.01% -23 13F-HR Timeline City State Bank More: the full row for City State Bank 4 $51 <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3 $38 <0.01% -10 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 2 $25 <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1 $18 <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $13 <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 15 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 10 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.