FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,500 $297K 0.02% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,500 $297K 0.02% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,493 $296K 0.01% +250 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,451 $291K 0.02% -349 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,429 $288K 0.02% -91 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,420 $287K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,407 $286K <0.01% -4 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,384 $283K 0.07% +26 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,382 $283K 0.01% +201 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,367 $281K <0.01% -464 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,349 $279K 0.02% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,302 $273K 0.03% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,300 $273K 0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,296 $273K <0.01% new 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 2,272 $270K 0.18% -80 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,267 $269K 0.08% new 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 2,239 $268K 0.14% -557 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 2,250 $267K 0.25% 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,238 $266K <0.01% -286 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,186 $260K <0.01% 0 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 2,186 $260K 0.02% -574 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,171 $259K 0.03% +13 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,183 $259K 0.01% -65 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,170 $258K 0.14% +404 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,155 $256K 0.06% +21 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,147 $255K <0.01% -52 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,145 $255K 0.03% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,136 $254K 0.01% 0 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 2,135 $253K 0.22% 13F-HR/A Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,100 $249K <0.01% 0 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,100 $249K <0.01% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,099 $249K 0.02% -92 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,070 $247K 0.06% -77 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,063 $245K 0.03% -130 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 2,047 $243K 0.18% -23 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,018 $240K 0.01% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,983 $235K 0.07% 0 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 1,981 $235K 0.08% 0 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 1,946 $231K 0.01% +267 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 1,935 $230K 0.13% +216 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 1,934 $230K 0.03% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,925 $229K 0.02% +20 13F-HR/A Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,889 $224K 0.03% +64 13F-HR Timeline Group Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 1,796 $223K 0.18% 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,805 $222K 0.09% -16 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 1,795 $221K 0.14% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,861 $221K 0.02% -12 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,860 $221K 0.05% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,855 $220K 0.02% -504 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,850 $220K 0.07% -61 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,830 $217K 0.01% -32 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 1,795 $213K <0.01% -1 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,784 $212K 0.03% +53 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,773 $211K <0.01% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,768 $210K 0.04% +28 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,739 $207K 0.05% -16 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,738 $206K 0.01% 0 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 1,708 $203K 0.03% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,695 $201K <0.01% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,687 $200K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,423 $169K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,372 $163K 0.01% -16 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,262 $151K 0.04% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 1,190 $141K 0.08% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,166 $139K 0.01% -307 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,069 $127K 0.07% -1 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,016 $121K 0.03% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,011 $120K 0.01% -495 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1,000 $119K 0.01% 0 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 905 $107K 0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 861 $102K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 787 $93.5K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 753 $89.4K <0.01% -37 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 688 $81.7K 0.01% -167 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 681 $80.9K <0.01% -1,161 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 656 $77.9K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 627 $74.5K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 564 $67K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 555 $66K <0.01% 0 13F-HR/A Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 480 $57K 0.02% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 468 $55.6K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 411 $48.9K 0.03% -15 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 404 $48K 0.02% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 388 $46.1K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 319 $37.9K <0.01% -75 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 313 $37.2K 0.01% +16 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 310 $36.8K <0.01% -24 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 303 $36.6K 0.01% +3 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 308 $36.6K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 294 $34.9K <0.01% -113 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 269 $31.9K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 209 $24.8K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 194 $23.1K 0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 162 $19.2K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 161 $19.1K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 159 $18.9K 0.01% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 154 $18.3K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 145 $17.3K 0.01% +1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 130 $15.4K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 125 $14.8K <0.01% new 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 103 $12.2K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 102 $12.1K <0.01% +2 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 100 $11.9K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 94 $11.2K <0.01% +58 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 92 $11K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Pacific Financial More: the full row for First Pacific Financial 86 $10.2K <0.01% +1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 78 $9.31K <0.01% -4 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 70 $8.31K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 60 $7.15K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 60 $7.12K <0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 60 $7.12K 0.01% 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 59 $7.02K <0.01% +1 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 66 $7K <0.01% +1 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 56 $6.67K <0.01% -15 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 52 $6.17K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 43 $5.11K <0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 40 $5K <0.01% 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 29 $3.44K <0.01% 0 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 28 $3.36K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 23 $2.74K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 21 $2.49K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 9 $1.07K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6 $713 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 6 $713 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4 $475 <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2 $238 <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2 $238 <0.01% new 13F-HR Timeline Group