IAT REINSURANCE CO LTD. More: the full row for IAT REINSURANCE CO LTD. 1,193 $28.7K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,140 $27K <0.01% +439 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,112 $26.8K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 932 $24.1K <0.01% +928 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 997 $24K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 873 $21K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 778 $18.7K 0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 749 $18K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 718 $17.4K <0.01% +637 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 652 $15.7K <0.01% -10 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 634 $15.3K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 628 $15.1K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 612 $14.7K <0.01% +99 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 562 $13.5K <0.01% +10 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 552 $13.5K <0.01% 0 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 553 $13.3K <0.01% -288 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 532 $13K <0.01% -2 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 461 $11.1K <0.01% -13 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 392 $9.44K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 356 $8.57K <0.01% new 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 351 $8.45K <0.01% +27 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 326 $7.85K 0.01% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 313 $7.54K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 292 $7.03K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 287 $6.92K <0.01% +68 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 277 $6.67K <0.01% +1 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 237 $5.71K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 199 $4.79K <0.01% +23 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 169 $4.07K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 154 $3.71K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 128 $3.08K <0.01% -33 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 121 $2.91K <0.01% -669 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 103 $2.48K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 99 $2.38K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 79 $1.9K <0.01% -723 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 78 $1.88K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 72 $1.73K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 65 $1.57K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 59 $1.42K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 50 $1.2K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 50 $1.2K <0.01% +47 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 50 $1.2K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 45 $1.08K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 40 $964 <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 40 $963 <0.01% 0 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 40 $963 <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 37 $891 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 36 $867 <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 29 $698 <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 28 $674 <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 28 $673 <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 26 $634 <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 22 $530 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 21 $506 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 19 $457 <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 16 $390 <0.01% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 14 $337 <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 11 $273 <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 11 $265 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 11 $265 <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 10 $241 <0.01% -8 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 9 $217 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 8 $193 <0.01% 0 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8 $193 <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 8 $193 <0.01% -4 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 8 $192 <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5 $121 <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4 $99 <0.01% -189 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4 $96 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4 $96 <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 4 $90 <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3 $72 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3 $72 <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2 $53 <0.01% -43 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 2 $48 <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2 $48 <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1 $24 <0.01% 0 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1 $24 <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1 $24 <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1 $24 <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.