HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 670 $80.3K <0.01% -47 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 597 $71.6K <0.01% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 566 $67.9K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 509 $61K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 507 $60.8K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 493 $59.1K <0.01% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 486 $58.3K 0.04% +95 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 470 $56.4K 0.02% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 363 $43.6K 0.05% +3 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 338 $41K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 281 $33.7K 0.01% -72 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 261 $31.6K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 249 $29.9K 0.03% +103 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 243 $29.1K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 223 $26.7K <0.01% -151 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 211 $25.6K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 213 $25.5K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 195 $23.4K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 189 $22.7K <0.01% -103 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 177 $21.4K <0.01% -15 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 170 $20.4K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 170 $20.4K 0.01% -13 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 169 $20.3K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 170 $20K <0.01% -59 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 159 $19.1K <0.01% -1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 157 $18.8K <0.01% -750 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 151 $18K <0.01% -78 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 144 $17.5K <0.01% +23 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 142 $17K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 138 $16.5K <0.01% +114 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 137 $16.4K <0.01% 0 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 136 $16.3K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 131 $15.7K <0.01% -159 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 110 $13.2K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 102 $12.2K 0.01% -21 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 100 $12K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 98 $11.8K <0.01% -45 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 92 $11K <0.01% -16 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 91 $11K <0.01% -20 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 80 $9.59K <0.01% -3,650 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 79 $9.47K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 77 $9.32K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 80 $9K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 73 $8.75K <0.01% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 62 $7.43K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 57 $6.83K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 56 $6.74K <0.01% -13 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 55 $6.59K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 53 $6.36K <0.01% -35 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 51 $6.12K <0.01% +2 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 51 $6.12K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 45 $5.4K <0.01% -30 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 44 $5.28K <0.01% 0 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 42 $5.04K <0.01% new 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 42 $5K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 40 $4.84K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 39 $4.72K <0.01% +36 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 38 $4.56K <0.01% -22 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 37 $4.44K <0.01% -8 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 36 $4.32K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 30 $4K <0.01% -107 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 33 $3.96K <0.01% +20 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 31 $3.75K <0.01% +11 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 27 $3.24K <0.01% new 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 26 $3.12K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 25 $3K <0.01% +4 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 24 $2.88K <0.01% new 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 22 $2.64K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 22 $2.64K <0.01% +10 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 20 $2.42K <0.01% -1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 20 $2.4K <0.01% +4 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 20 $2.4K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 19 $2.28K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 16 $1.92K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 16 $1.92K <0.01% -72 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 15 $1.8K <0.01% -4 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 15 $1.8K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 15 $1.8K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 12 $1.44K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 12 $1.44K <0.01% -2 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 10 $1.2K <0.01% -2 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 9 $1.08K <0.01% +1 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 9 $1.08K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 12 $1K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 8 $959 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 7 $840 <0.01% -11 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6 $719 <0.01% -270 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6 $719 <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6 $719 <0.01% -247 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $719 <0.01% +1 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5 $600 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5 $600 <0.01% -2 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5 $600 <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 5 $600 <0.01% 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4 $480 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4 $480 <0.01% -32 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4 $480 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 4 $480 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $480 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $480 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 4 $480 <0.01% 0 13F-HR/A Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3 $402 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $360 <0.01% -2 13F-HR/A Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3 $360 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2 $240 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2 $210 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $120 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $120 <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1 $120 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $120 <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1 $120 <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 0 $56 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 0 $44 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 8 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.