Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 263 $66.8K <0.01% +188 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 261 $66.3K 0.04% -11 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 251 $63.7K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 249 $63.2K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 244 $61.9K 0.04% +95 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 238 $60.4K 0.02% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 234 $59.4K <0.01% -146 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 232 $58.9K <0.01% 0 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 247 $58K 0.04% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 228 $57.9K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 226 $57.4K 0.01% +10 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 222 $56.4K 0.01% -4 13F-HR Timeline Group Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 217 $55.2K 0.01% -2,853 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 212 $53.8K 0.01% -48 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 207 $52.6K 0.02% +25 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 200 $50.8K <0.01% -26 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 198 $50.3K <0.01% +40 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 196 $49.8K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 188 $47.7K <0.01% 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 176 $44.7K <0.01% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 172 $43.7K 0.03% +42 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 165 $41.9K 0.04% -102 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 162 $41.1K <0.01% +3 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 159 $40.4K <0.01% +82 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 186 $39.6K 0.03% +61 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 150 $38K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 143 $36.4K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 136 $35K 0.01% -64 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 134 $34K 0.03% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 131 $33.3K 0.02% +130 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 129 $33K 0.02% -1,278 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 128 $32.5K <0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 123 $31.2K 0.01% -27 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 116 $29.4K 0.01% +4 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 111 $28.2K 0.01% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 108 $27.4K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 110 $27K <0.01% +26 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 101 $25.6K <0.01% +12 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 100 $25.4K 0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 100 $25.4K 0.01% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 98 $24.9K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 97 $24.6K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 96 $24.4K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 91 $23K <0.01% -12 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 84 $21.3K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 80 $20.3K <0.01% new 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 76 $19.3K <0.01% new 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 75 $19K 0.02% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 73 $18.5K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 72 $18.3K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 70 $17.8K 0.01% -70 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 65 $16.5K <0.01% +23 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 62 $15.7K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 62 $15.7K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 59 $15K <0.01% -4 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 55 $14K <0.01% -114 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 55 $14K 0.02% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 53 $13.5K <0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 50 $12.7K <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 50 $12.7K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 50 $12.7K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 48 $12.2K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 48 $12.2K <0.01% 0 13F-HR/A Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 47 $12K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 47 $11.9K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 47 $11.9K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 46 $11.7K 0.01% -39 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 46 $11.7K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 44 $11.2K <0.01% +15 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 43 $10.9K <0.01% -3 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 42 $10.7K 0.01% +3 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 41 $10.4K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 41 $10.4K 0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 40 $10.2K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 40 $10.2K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 40 $10.2K <0.01% +5 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 37 $9.39K <0.01% +34 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 36 $9.14K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 35 $8.88K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 35 $8.88K <0.01% +2 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 34 $8.63K 0.05% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 34 $8.63K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 34 $8.63K 0.01% -5 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 30 $7.65K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 30 $7.62K <0.01% +7 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 26 $6.6K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 25 $6.35K <0.01% +24 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 24 $6.09K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 24 $6.09K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 23 $5.84K <0.01% 0 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 23 $5.84K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 22 $5.58K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 22 $5.58K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 22 $5.46K <0.01% -1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 21 $5.36K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 21 $5.33K <0.01% -79 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 20 $5.08K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20 $5.08K <0.01% +11 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 19 $4.82K <0.01% new 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 18 $4.57K <0.01% 0 13F-HR/A Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 16 $4.06K <0.01% -6 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 16 $4.06K <0.01% -249 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 16 $4.06K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 21 $4K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 15 $3.81K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14 $3.55K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 13 $3.27K <0.01% +5 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $3.05K <0.01% +4 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 12 $3.05K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 11 $2.79K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 11 $2.79K 0.05% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10 $2.54K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $2.29K <0.01% +5 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 9 $2.29K <0.01% +5 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 9 $2.29K <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 8 $2.03K <0.01% +1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6 $1.52K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 5 $1.27K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 5 $1.27K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 5 $1.27K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5 $1.27K <0.01% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 4 $1.02K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3 $762 <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 3 $762 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3 $762 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3 $741 <0.01% +1 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $734 <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2 $508 <0.01% 0 13F-HR Timeline Group Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $508 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $507 <0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2 $503 <0.01% new 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $254 <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1 $254 <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1 $254 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $254 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $254 <0.01% 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2 $0 0% -96 13F-HR Timeline Group Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.