Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 125 $4.11K <0.01% -3,847 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 120 $3.94K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 120 $3.94K <0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 120 $3.94K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 119 $3.91K <0.01% +54 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 118 $3.88K <0.01% -36 13F-HR Timeline Security National Bank More: the full row for Security National Bank 109 $3.58K <0.01% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 108 $3.55K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 106 $3.48K <0.01% -24 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 105 $3.45K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 219 $3.15K <0.01% +62 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 93 $3K <0.01% +50 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 90 $2.96K <0.01% -18 13F-HR/A Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 86 $2.83K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 85 $2.79K <0.01% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 83 $2.73K <0.01% -92 13F-HR Timeline Group Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 82 $2.69K <0.01% new 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 80 $2.63K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 80 $2.63K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 80 $2.63K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 80 $2.63K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 77 $2.53K <0.01% new 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 77 $2.53K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 65 $2.14K <0.01% -8 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 64 $2.1K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 61 $2K <0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 60 $1.97K <0.01% -150 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 55 $1.81K <0.01% +5 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 49 $1.61K <0.01% -54 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 48 $1.58K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 46 $1.51K <0.01% -10 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 46 $1.51K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 43 $1.41K <0.01% 0 13F-HR Timeline Group Putney Financial Group LLC More: the full row for Putney Financial Group LLC 42 $1.38K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 42 $1.38K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 40 $1.31K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 40 $1.31K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 40 $1.31K <0.01% -16 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 40 $1.31K 0.02% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 40 $1.31K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 40 $1.31K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 36 $1.2K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 35 $1.15K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 34 $1.12K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 33 $1.08K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 44 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CX Institutional More: the full row for CX Institutional 40 $1K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 33 $1K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 30 $987 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 29 $953 <0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 28 $920 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 26 $855 <0.01% -293 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 26 $854 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 26 $854 <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 26 $854 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 24 $789 <0.01% +4 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 20 $657 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 19 $625 <0.01% 0 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 18 $592 <0.01% -4 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 17 $558 <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 17 $558 <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 17 $558 <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 16 $526 <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 16 $526 <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 16 $526 <0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 15 $493 <0.01% +9 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12 $394 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 11 $361 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $312 <0.01% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 8 $263 <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 8 $263 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6 $198 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $165 <0.01% -5 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 5 $164 <0.01% 0 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4 $132 <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3 $99 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $99 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $98 <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 3 $98 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $66 <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2 $66 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $66 <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,008 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.