HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 973 $192K 0.02% +250 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 976 $192K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 941 $186K <0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 933 $184K <0.01% +123 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 831 $164K 0.14% +9 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 799 $158K 0.08% -32 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 799 $158K <0.01% +63 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 771 $152K 0.01% +43 13F-HR Timeline OSSIAM More: the full row for OSSIAM 764 $151K <0.01% -90 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 726 $143K 0.02% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 530 $140K <0.01% -106 13F-HR Timeline CX Institutional More: the full row for CX Institutional 666 $132K <0.01% +42 13F-HR/A Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 588 $116K 0.01% -313 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 560 $111K 0.01% 0 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 556 $109K <0.01% -21,161 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 547 $108K <0.01% -119 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 543 $107K <0.01% +122 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 525 $104K <0.01% +262 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 516 $102K 0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 502 $99.1K 0.01% -15 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 427 $84.3K 0.01% +1 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 399 $78.9K <0.01% -302 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 368 $72.6K <0.01% +79 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 361 $72K 0.04% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 333 $66.2K 0.02% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 337 $66K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 277 $54.7K 0.01% +16 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 271 $53.5K <0.01% +15 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 271 $53.5K 0.01% +48 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 235 $46.1K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 232 $45.8K <0.01% +107 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 231 $45.7K <0.01% +133 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 224 $44.2K <0.01% +20 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 219 $43.2K <0.01% -63 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 208 $41.1K 0.01% +5 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 192 $37.8K <0.01% -116 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 189 $37.3K <0.01% +4 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 183 $36.1K <0.01% -299 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 166 $32.8K 0.02% +6 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 148 $29.1K <0.01% +136 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 144 $28.5K 0.01% +95 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 142 $28K 0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 146 $28K 0.02% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 140 $27.7K 0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 139 $27K <0.01% +4 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 138 $27K 0.02% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 134 $26.5K <0.01% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 125 $24.7K <0.01% 0 13F-HR Timeline Group Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 122 $24.1K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 118 $23.3K <0.01% +77 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 116 $22.8K 0.01% -11 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 98 $19.4K <0.01% -63 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 97 $19.2K <0.01% -41 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 97 $19.1K <0.01% -52 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 95 $19K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 94 $18.6K 0.01% -83 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 90 $17.7K <0.01% -48 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 87 $17.2K <0.01% +59 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 84 $16.6K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 78 $15.4K <0.01% -14 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 77 $15.2K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 75 $14.8K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 73 $14.4K <0.01% +50 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 68 $13.5K 0.01% +31 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 62 $12.2K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 60 $11.8K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 56 $11.1K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 55 $10.9K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 54 $10.7K <0.01% -2 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 53 $10.5K <0.01% +13 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 54 $10.3K 0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 51 $10.1K <0.01% -11 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 50 $9.97K <0.01% +28 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 50 $9.88K <0.01% -892 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 47 $9.29K 0.01% -237 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 45 $9K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 45 $8.89K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 35 $6.91K <0.01% -40 13F-HR/A Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 34 $6.71K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 33 $6.52K <0.01% +2 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 29 $6.07K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 27 $5.33K <0.01% -14 13F-HR/A Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 27 $5.33K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 30 $5K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 25 $4.94K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 24 $4.74K <0.01% -354 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 24 $4.74K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 24 $4.74K <0.01% -4 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 22 $4.34K <0.01% -62 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 20 $3.95K <0.01% +10 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 20 $3.95K <0.01% -1 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 17 $3.37K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 17 $3.36K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 16 $3.17K <0.01% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 17 $3K <0.01% +4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HM PAYSON & CO More: the full row for HM PAYSON & CO 15 $2.96K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 15 $2.96K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 15 $2.96K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 15 $2.96K <0.01% +5 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 13 $2.57K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $2.57K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 13 $2.46K <0.01% +3 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 12 $2.37K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 12 $2.37K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11 $2.18K <0.01% -1 13F-HR Timeline Group Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 11 $2.17K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 10 $1.98K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $1.58K <0.01% -6 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8 $1.49K <0.01% -26 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7 $1.38K <0.01% +4 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7 $1.38K <0.01% +1 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 6 $1.19K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 6 $1.19K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 6 $1.19K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5 $1K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $987 <0.01% +3 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $791 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4 $790 <0.01% +4 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 4 $790 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3 $593 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $592 <0.01% +1 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3 $592 <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 3 $562 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $395 <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2 $395 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $395 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 2 $395 <0.01% +1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $198 <0.01% -129 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1 $198 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $197 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1 $197 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3 $0 0% new 13F-HR/A Timeline Value filed as zero, left out of ratios. FJARDE AP-FONDEN /FOURTH SWEDISH NATION… More: the full row for FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 2 $0 0% -28,512 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. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 47 $27 -26 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.