Note Advisors, LLC More: the full row for Note Advisors, LLC 11,001 $719K 0.5% -2,176 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 10,570 $691K <0.01% -611 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,086 $659K 0.01% +372 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 10,000 $654K 0.34% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 9,590 $627K <0.01% +648 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 9,524 $622K 0.3% +125 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 9,492 $620K 0.05% +1,832 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 9,471 $619K 0.23% -432 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 9,419 $612K 0.22% -46,432 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,134 $597K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,093 $594K 0.06% -222 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 8,975 $587K 0.38% +31 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,875 $580K 0.04% -297 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 8,838 $578K 0.18% +59 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,840 $575K 0.05% +2,143 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 8,790 $574K <0.01% -944 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 8,785 $574K 0.09% 0 13F-HR/A Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 8,174 $534K 0.09% +1,570 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 8,171 $534K 0.03% -70 13F-HR Timeline Group KKM Financial LLC More: the full row for KKM Financial LLC 8,096 $532K 0.18% +45 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 8,120 $531K 0.4% +355 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 8,086 $528K 0.13% -365 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,026 $524K 0.01% +2,368 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 7,946 $515K 0.25% +83 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,757 $507K 0.06% -1,187 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,637 $499K 0.01% -162 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 7,610 $497K 0.12% +284 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 7,456 $487K 0.1% -68,820 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,401 $484K 0.03% -3,627 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,326 $479K 0.07% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,142 $466K 0.04% +6,739 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 7,019 $459K 0.08% -1,476 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,893 $451K 0.02% +1,181 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 6,895 $451K 0.23% +2,239 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,847 $447K 0.08% +509 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,609 $432K 0.07% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,543 $428K <0.01% +59 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 6,262 $409K 0.09% +1,227 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 6,125 $400K <0.01% +6,122 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,036 $394K <0.01% +942 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,020 $393K 0.03% -890 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,019 $393K <0.01% -1,858 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,016 $393K 0.03% -219 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,000 $392K 0.02% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 5,758 $376K 0.13% -1,086 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,752 $376K 0.02% +21 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 5,367 $351K 0.03% -288 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 5,366 $351K 0.05% -301 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,350 $350K 0.04% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,203 $340K 0.15% +1,361 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 5,188 $339K 0.03% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,003 $327K <0.01% new 13F-HR Timeline Group Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 4,908 $321K 0.21% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,877 $319K <0.01% -1,027 13F-HR/A Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 4,811 $314K 0.17% +62 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 4,745 $310K 0.01% +73 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,472 $292K <0.01% 0 13F-HR/A Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 4,472 $292K 0.07% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,343 $284K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,197 $274K <0.01% -131 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,114 $269K 0.01% new 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 4,061 $266K 0.25% +31 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 4,030 $263K 0.05% -472 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,993 $261K 0.02% -1,062 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 3,944 $258K 0.01% new 13F-HR/A Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,911 $256K 0.02% +670 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,823 $250K 0.03% -151,731 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,821 $250K 0.01% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 3,775 $247K 0.06% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,758 $246K <0.01% new 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 3,697 $242K 0.02% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,615 $236K <0.01% +208 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,592 $235K <0.01% +137 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 3,563 $233K 0.08% -15 13F-HR/A Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,550 $232K 0.12% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,481 $227K 0.07% new 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 3,456 $226K 0.2% -335 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,453 $226K 0.01% new 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,447 $225K 0.04% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,391 $221K 0.03% +49 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,367 $220K 0.01% -2,191 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,319 $217K 0.01% -11 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,297 $215K 0.09% 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,280 $214K 0.08% +23 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,230 $211K 0.02% +1,483 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,177 $209K 0.1% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,104 $203K <0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,048 $199K 0.17% -491 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,009 $197K 0.04% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,794 $183K 0.13% +147 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,598 $170K <0.01% -800 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,535 $166K 0.01% -8 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,500 $163K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,485 $162K <0.01% -15 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,260 $148K 0.01% +24 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,189 $143K <0.01% 0 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,535 $141K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,142 $140K <0.01% +5 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,423 $93K 0.01% -353 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,226 $80.1K <0.01% +281 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,225 $80.1K <0.01% +370 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,183 $77.3K <0.01% 0 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,119 $73.1K 0.03% -597 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,085 $70.9K <0.01% -260 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,035 $67.6K <0.01% +402 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 970 $63.4K 0.02% +393 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 894 $58.3K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 866 $56.6K <0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 625 $40.8K <0.01% +8 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 609 $40K 0.01% +9 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 608 $39.7K <0.01% +597 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 591 $38.6K <0.01% -277 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 586 $38.3K <0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 579 $37.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 571 $37.3K 0 Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 525 $34.3K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 428 $28K <0.01% +400 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 428 $28K <0.01% 0 13F-HR/A Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 404 $26.4K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 389 $25.4K <0.01% -1,449 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 386 $25.2K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 381 $24.9K <0.01% +369 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 374 $24.4K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 372 $24.3K <0.01% +179 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 317 $20.7K <0.01% -49 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 291 $19K 0.01% -565 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 268 $17.5K <0.01% +137 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 264 $17.3K 0.01% +172 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 244 $15.9K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 232 $15.2K 0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 230 $15K 0.01% +222 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 228 $15K <0.01% +210 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 227 $14.8K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 207 $13.5K <0.01% -305 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 200 $13.1K 0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 200 $13.1K 0.01% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 12,162 $12.2K 0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 166 $10.8K <0.01% new 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 161 $10.5K <0.01% +88 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 158 $10.3K <0.01% +102 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 150 $9.8K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 150 $9.8K <0.01% -950 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 134 $8.76K 0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 118 $7.71K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 108 $7.06K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 104 $6.87K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 103 $6.73K <0.01% new 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 100 $6K <0.01% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 89 $5.83K <0.01% -40 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 86 $5.61K <0.01% +1 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 85 $5.55K <0.01% 0 13F-HR Timeline Group EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 78 $5.1K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 69 $4.5K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 61 $3.96K <0.01% +1 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 58 $3.79K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 52 $3.4K <0.01% 0 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 50 $3.27K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 47 $3.07K <0.01% +31 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 46 $3K <0.01% -62 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 44 $2.88K <0.01% -15 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 44 $2.88K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 30 $1.96K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 28 $1.83K <0.01% -56 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 25 $1.63K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 24 $1.57K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 21 $1.37K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 20 $1.31K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 17 $1.12K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 16 $1.03K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 13 $850 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 13 $818 <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 11 $719 <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 11 $719 <0.01% 0 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 9 $589 <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4 $261 <0.01% new 13F-HR Timeline Group Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 3 $196 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2 $131 <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2 $131 <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1 $91 <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1 $65 <0.01% 0 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1 $65 <0.01% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1 $65 <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 15 $0 0% 0 13F-HR Timeline 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.