Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,653 $219K <0.01% 13F-HR/A Timeline Group Avanza Fonder AB More: the full row for Avanza Fonder AB 5,617 $217K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,568 $215K 0.02% new 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 5,542 $214K 0.19% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,499 $213K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,393 $209K <0.01% -389 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,388 $208K <0.01% -921 13F-HR Timeline Group WHITEBOX ADVISORS LLC More: the full row for WHITEBOX ADVISORS LLC 5,348 $207K <0.01% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,315 $206K 0.03% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 5,289 $205K 0.04% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,279 $204K 0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 5,266 $204K <0.01% -17,136 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,215 $202K 0.02% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,903 $190K <0.01% -4,398 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 4,710 $182K 0.01% 0 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,594 $178K <0.01% -1,301 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,326 $167K 0.01% -4,752 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,212 $163K <0.01% -3,921 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,047 $156K 0.01% -2,358 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,934 $152K 0.01% -1,304 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,889 $150K <0.01% +1,030 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,590 $139K <0.01% +298 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,500 $135K 0.04% +1,500 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,441 $133K 0.01% +3,191 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,290 $127K 0.02% -1,400 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,283 $127K <0.01% +2,343 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,170 $123K <0.01% -23 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,815 $108K <0.01% -26 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,732 $106K <0.01% +411 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,715 $105K 0.01% -85 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 2,702 $104K 0.07% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,689 $104K 0.03% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,658 $103K <0.01% +1,715 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,650 $102K 0.03% new 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 2,617 $101K 0.01% -200 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,605 $101K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,447 $94.6K <0.01% -113 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,181 $91.6K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,260 $87K 0.05% +766 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,214 $85.6K <0.01% +77 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,566 $84.4K 0.01% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,163 $83.6K <0.01% +434 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,081 $80.5K <0.01% -219 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,054 $79.4K <0.01% +215 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,027 $78.4K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,661 $64K <0.01% +73 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,599 $61.8K <0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,565 $60.5K <0.01% 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,533 $59.3K <0.01% -309 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,415 $54.7K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,327 $51.3K <0.01% +927 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,196 $46.3K <0.01% +65 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,110 $43K 0.03% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,047 $40.5K <0.01% +593 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,042 $40.3K 0.01% -2,351 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,017 $39.3K <0.01% -770 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,000 $38.7K <0.01% -1,187 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,000 $38.7K <0.01% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 920 $35.6K 0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 911 $35.2K <0.01% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 815 $31.5K <0.01% -591 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 814 $31.5K 0.02% +103 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 800 $30.9K 0.02% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 776 $30K 0.01% -125 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 764 $29.5K <0.01% -27 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 744 $28.8K <0.01% +87 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 733 $28.3K <0.01% 13F-HR/A Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 725 $28K 0.01% 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 712 $27.5K 0.02% 0 13F-HR/A Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 699 $27K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 675 $26.1K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 672 $26K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 672 $26K <0.01% -563 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 640 $24.7K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 603 $23.3K <0.01% -186 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 575 $22.2K 0.01% +424 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 550 $21.3K 0.01% -6 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 535 $20.7K <0.01% +67 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 520 $20.1K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 498 $19.3K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 471 $18.2K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 465 $18K <0.01% +13 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 381 $14.7K <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 360 $13.9K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 39 $13.8K <0.01% -4 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 352 $13.6K <0.01% -116 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 347 $13.4K <0.01% +107 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 333 $12.9K <0.01% -30,237 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 313 $12.1K <0.01% +90 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 310 $12K <0.01% -1,437 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 308 $11.9K <0.01% +288 13F-HR/A Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 300 $11.6K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 300 $11.6K <0.01% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 297 $11.5K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 286 $11.1K <0.01% +218 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 267 $10.3K <0.01% +234 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 267 $10.3K <0.01% -509 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 266 $10.3K <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 248 $9.59K 0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 247 $9.55K <0.01% +246 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 234 $9.05K <0.01% -94 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 224 $8.66K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 220 $8.51K <0.01% -67 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 213 $8.24K <0.01% +76 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 204 $7.89K <0.01% -254 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 190 $7.35K <0.01% -312 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 189 $7.31K 0.01% +103 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 185 $7.15K <0.01% -455 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 172 $6.64K <0.01% -235 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 171 $6.61K 0.01% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 156 $6.03K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 161 $6K <0.01% -104 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 150 $5.8K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 148 $5.72K <0.01% +127 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 140 $5.41K <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 115 $5K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 117 $4.54K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 117 $4.52K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 113 $4.37K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 112 $4.33K <0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 110 $4.25K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 108 $4.18K <0.01% -1,054 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 99 $3.84K <0.01% -7 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 98 $3.79K <0.01% +59 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 97 $3.75K <0.01% +37 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 86 $3.33K <0.01% +13 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 85 $3.3K <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. 85 $3.28K <0.01% -9 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 84 $3.25K <0.01% +18 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 71 $2.75K <0.01% -94 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 66 $2.55K <0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 62 $2.4K <0.01% -244 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 60 $2.32K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 59 $2.28K <0.01% -33 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 56 $2.16K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 54 $2.09K <0.01% +4 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 53 $2.05K <0.01% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 50 $1.93K <0.01% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 47 $1.83K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 44 $1.7K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 42 $1.62K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 37 $1.57K <0.01% -77 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 40 $1.55K <0.01% -65 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 40 $1.55K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 38 $1.47K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 37 $1.43K <0.01% -79 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 37 $1.43K <0.01% -38 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 35 $1.35K <0.01% 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 32 $1.24K <0.01% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 36 $1.21K <0.01% -43,312 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 30 $1.16K <0.01% -15 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 30 $1.16K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 40 $1K <0.01% -9 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 25 $967 <0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 23 $889 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 22 $851 <0.01% -2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 20 $774 <0.01% -260 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 19 $735 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 18 $697 <0.01% -3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 18 $696 <0.01% -1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 16 $619 <0.01% -131 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 15 $581 <0.01% -1,409 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 15 $581 <0.01% -59 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 15 $580 <0.01% -550 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 15 $572 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 13 $503 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 13 $503 <0.01% -1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 13 $503 <0.01% -70 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13 $503 <0.01% -61 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 12 $465 <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 12 $464 <0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 10 $387 <0.01% -2 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 10 $387 <0.01% -47 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 10 $387 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7 $271 <0.01% -12 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $271 <0.01% -6 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 6 $232 <0.01% -2 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 6 $232 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $193 <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4 $155 <0.01% -62 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $155 <0.01% -9 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3 $116 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 0 $10 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.