Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,216 $101K <0.01% +199 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 1,189 $98.4K 0.04% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,184 $98K 0.07% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,173 $97K 0.01% +553 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,143 $94.5K 0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,132 $93K 0.03% 0 13F-HR/A Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,004 $83.1K 0.04% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 897 $74.2K <0.01% -93 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 873 $72.2K 0.02% +603 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 844 $69.8K 0.03% -13 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 832 $68.8K 0.2% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 822 $68K 0.04% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 805 $66.6K 0.04% -595 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 798 $66K <0.01% -329 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 797 $66K -127 Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 752 $62.2K 0.01% +100 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 732 $60.6K <0.01% -66 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 726 $60.1K 0.01% -285 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 689 $57K 0.02% +115 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 680 $56.3K 0.26% -650 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 677 $56K 0.02% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 649 $53.7K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 630 $52.1K <0.01% -124 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 633 $52K 0.01% +381 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 628 $51.9K <0.01% +1 13F-HR Timeline Trust Co More: the full row for Trust Co 624 $51.7K <0.01% +2 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 622 $51.5K 0.04% +175 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 605 $50K 0.01% +440 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 587 $48.6K <0.01% -100 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 572 $47.3K <0.01% +269 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 572 $47.3K 0.03% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 553 $45.8K 0.01% -111 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 553 $45.7K <0.01% +2 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 536 $44.4K 0.03% -175 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 527 $43.6K 0.02% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 525 $43.4K <0.01% +275 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 525 $43.4K 0.02% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 517 $42.8K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 514 $42.5K <0.01% +76 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 505 $41.8K 0.02% -55 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 500 $41.4K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 470 $39K <0.01% -742 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 469 $38.8K <0.01% 0 13F-HR Timeline Group STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 455 $37.7K 0.03% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 454 $37.6K <0.01% new 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 450 $37.2K <0.01% +103 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 447 $37K <0.01% -98 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 440 $36.4K 0.01% +367 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 430 $35.6K <0.01% 0 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 429 $35.5K 0.03% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 423 $35K 0.01% +197 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 410 $33.9K 0.02% -54 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 392 $32.4K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 392 $32.4K <0.01% +25 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 372 $30.8K 0.01% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 363 $30.1K 0.01% +2 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 360 $29.8K 0.03% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 358 $29.6K <0.01% -96 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 355 $29.4K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 350 $29K 0.02% -50 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 341 $28.2K 0.01% +120 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 330 $27.3K 0.01% 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 316 $26.1K 0.02% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 297 $24.6K <0.01% -829 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 291 $24K 0.01% +77 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 283 $23.4K 0.02% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 278 $23K 0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 269 $22.3K 0.02% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 260 $21.5K 0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 252 $20.9K <0.01% -60 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 246 $20.4K 0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 239 $19.8K 0.02% -44 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 226 $18.7K <0.01% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 226 $18.7K <0.01% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 225 $18.6K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 224 $18.5K 0.01% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 215 $17.8K 0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 214 $17.7K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 209 $17.3K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 206 $17K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 201 $16.6K 0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 200 $16.5K <0.01% -1,354 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 196 $16.2K 0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 194 $16.1K <0.01% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 181 $15K <0.01% +2 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 180 $14.9K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 177 $14.6K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 175 $14.5K 0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 175 $14.5K 0.01% +8 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 174 $14.4K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 158 $13.1K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 155 $12.8K <0.01% +1 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 153 $12.7K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 142 $11.8K <0.01% -805 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 136 $11.3K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 133 $11K <0.01% +59 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 138 $11K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 132 $10.9K <0.01% -6 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 132 $10.9K <0.01% +45 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 130 $10.8K <0.01% 0 13F-HR/A Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 125 $10.3K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 122 $10.1K <0.01% +64 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 121 $10K 0.01% 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 120 $9.93K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 115 $9.52K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 108 $8.94K <0.01% -19 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 107 $8.9K <0.01% +107 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 107 $8.86K <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 106 $8.77K <0.01% +29 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 106 $8.74K <0.01% +1 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 104 $8.61K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 100 $8.28K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 100 $8.28K 0.01% -110 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 100 $8K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 95 $7.86K <0.01% -15 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 92 $7.61K <0.01% +31 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 81 $6.7K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 80 $6.62K <0.01% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 75 $6.21K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 73 $6.05K <0.01% new 13F-HR/A Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 71 $5.88K 0.01% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 60 $4.96K <0.01% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 57 $4.7K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 56 $4.63K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 56 $4.63K <0.01% +27 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 52 $4.3K <0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 49 $4.05K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 48 $3.97K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 46 $3.81K <0.01% 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 43 $3.56K <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 43 $3.52K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 43 $3.52K <0.01% +13 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 42 $3.48K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 38 $3.18K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 38 $3.15K <0.01% -63 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 36 $3K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 36 $2.98K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 32 $2.65K <0.01% -63 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 30 $2.48K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 28 $2.32K <0.01% -1,075 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 36 $2K <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 24 $1.99K <0.01% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 23 $1.87K <0.01% -8,444 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 22 $1.82K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 22 $1.82K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 14 $1.16K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 10 $828 <0.01% -4,779 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 5 $414 <0.01% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 5 $414 <0.01% -414 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 3 $251 <0.01% -122 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3 $248 <0.01% -14 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1 $90 <0.01% new 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 1 $84 <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 0 $41 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 0 $31 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CENTRAL BANK OF BRAZIL More: the full row for CENTRAL BANK OF BRAZIL 0 $0 new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.