Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,447 $474K 0.01% +705 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 8,326 $467K 0.05% -269 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 8,312 $466K 0.18% -115 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 8,300 $466K 0.02% new 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,223 $461K <0.01% -171,048 13F-HR Timeline Group ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 8,221 $461K 0.01% +110 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 8,200 $460K 0.04% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 8,120 $455K 0.1% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 8,078 $453K 0.15% new 13F-HR/A Timeline Argent Trust Co More: the full row for Argent Trust Co 7,930 $445K 0.02% +554 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 7,899 $443K 0.05% +5,497 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,750 $435K 0.02% new 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 7,627 $428K <0.01% -481 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,514 $421K 0.01% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,484 $420K 0.03% 0 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 7,476 $419K 0.03% 0 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 7,382 $414K 0.03% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,335 $411K 0.01% -95 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 7,308 $410K 0.01% 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 7,235 $406K <0.01% +1,068 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,199 $404K 0.01% -15 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 7,178 $403K 0.3% -516 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 7,163 $402K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,134 $400K <0.01% +4,074 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,098 $398K 0.01% -490 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 7,095 $398K 0.23% -18,305 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 6,919 $388K 0.04% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,843 $384K 0.03% 0 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 6,798 $381K <0.01% 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 6,797 $381K 0.09% +265 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,777 $380K <0.01% -805 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 6,750 $379K <0.01% -203,250 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 6,687 $375K <0.01% -6,629 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 6,700 $375K 0.06% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,629 $372K 0.07% +142 13F-HR Timeline Quarry LP More: the full row for Quarry LP 6,628 $372K 0.09% +6,392 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,581 $369K 0.01% +934 13F-HR Timeline Group Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 6,541 $367K 0.01% -1,900 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 6,492 $364K 0.12% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,477 $363K <0.01% -302 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 6,768 $362K 0.01% new 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,439 $361K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,375 $358K 0.02% +2,523 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,299 $353K <0.01% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 6,278 $352K 0.02% +315 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 6,261 $351K 0.02% -1,797 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,190 $347K 0.01% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,183 $347K 0.01% -1,000 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 6,151 $345K 0.17% new 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 6,148 $345K 0.03% +866 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,138 $344K 0.01% +40 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 6,104 $342K 0.1% +151 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 6,037 $341K 0.01% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 6,031 $338K 0.08% -140 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,999 $337K <0.01% +353 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,959 $334K <0.01% new 13F-HR/A Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,941 $333K 0.01% +1,852 13F-HR/A Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 5,924 $332K 0.05% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,862 $329K <0.01% -152,067 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,844 $328K 0.02% +1 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,022 $325K 0.01% -1,043 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 5,732 $322K 0.01% -31 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,727 $321K 0.04% +1,759 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,715 $321K <0.01% +1,758 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,701 $320K <0.01% -1,127 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,647 $317K <0.01% +211 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 5,573 $313K 0.07% +4,460 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 5,485 $308K 0.2% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,361 $301K 0.02% -529 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 5,265 $295K 0.02% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,072 $284K 0.02% new 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 5,035 $282K 0.08% -10,245 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 4,987 $280K 0.03% -1,136 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,979 $279K 0.01% +339 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,930 $277K <0.01% -50 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 4,857 $274K <0.01% +508 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,870 $273K 0.01% -238 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 4,814 $270K 0.17% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,800 $269K 0.01% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,759 $266K 0.07% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,666 $262K <0.01% +381 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 4,655 $261K 0.05% -100 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,632 $260K <0.01% +137 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 4,600 $258K 0.14% 0 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 4,545 $255K 0.15% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,540 $255K <0.01% +3,419 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,537 $254K 0.12% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,518 $253K 0.02% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,506 $253K 0.07% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,506 $253K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,505 $253K 0.01% +1,645 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,466 $250K 0.01% 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 4,456 $250K 0.02% -250 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 4,620 $250K 0.25% -288 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,363 $245K <0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 4,356 $244K 0.05% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,331 $243K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,299 $243K 0.02% +1,169 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,314 $242K 0.09% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,241 $238K 0.02% -1,243 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,231 $237K 0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,224 $237K 0.01% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,162 $233K 0.07% -906 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,155 $233K -187,438 Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,143 $232K 0.01% +2,720 13F-HR Timeline Group DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 4,117 $231K 0.1% +134 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,095 $230K 0.06% -5,577 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,086 $229K <0.01% -679 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,079 $229K <0.01% +24 13F-HR Timeline Group Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 4,076 $229K 0.09% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 4,010 $225K 0.01% -67,788 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,000 $224K 0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 4,000 $224K 0.22% new 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,938 $221K 0.06% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,922 $220K 0.01% -35,970 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,891 $218K 0.14% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,875 $217K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,850 $216K 0.01% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,811 $214K 0.01% new 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,779 $212K 0.01% -9,701 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,773 $212K 0.01% new 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,755 $211K 0.01% 0 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,710 $209K <0.01% +2,788 13F-HR Timeline Group 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 3,703 $208K 0.01% +953 13F-HR Timeline Group Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,639 $204K 0.05% new 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 3,607 $202K 0.04% -63,779 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,576 $201K 0.15% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,567 $200K 0.01% -336 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,410 $191K 0.01% +168 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,263 $183K 0.01% +6 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,083 $173K <0.01% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,935 $165K <0.01% -27 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,883 $162K <0.01% -55 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,762 $155K <0.01% new 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,656 $149K <0.01% -452 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,499 $140K 0.06% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,412 $135K <0.01% +503 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,210 $124K 0.02% +1,069 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,206 $124K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,149 $121K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,049 $115K <0.01% -90 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,026 $114K 0.01% -33 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,045 $114K 0.01% +449 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,003 $112K 0.01% +60 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,964 $110K 0 Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,841 $103K 0.04% +19 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,803 $101K <0.01% +329 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,800 $101K <0.01% -190 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,790 $100K 0.01% +1,588 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,740 $97.6K 0.03% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,564 $90.5K 0.02% -3 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,608 $90.2K <0.01% -71 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 82,096 $89.3K 0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,591 $89.2K 0.01% +516 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,537 $86.2K 0.01% new 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,454 $81.6K <0.01% +302 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 1,400 $78.5K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,393 $78.1K <0.01% -60 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,337 $76.6K 0.03% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,337 $75K <0.01% +1,031 13F-HR/A Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,280 $71.8K 0.03% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,223 $68.6K 0.02% +81 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,212 $68K 0.01% -175 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,142 $67.8K <0.01% +580 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,098 $61.6K <0.01% +36 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,050 $58.9K 0.06% +100 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,041 $58.4K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,030 $57.8K <0.01% -9 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,000 $56.1K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 956 $53.6K 0.02% 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 903 $53K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 930 $52.2K 0.03% +30 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 831 $47K 0.03% new 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 820 $46K <0.01% new 13F-HR/A Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 734 $41.2K <0.01% +4 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 712 $39.9K <0.01% -3,987 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 666 $37.4K 0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 657 $36.9K 0.02% -690 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 621 $34.8K <0.01% -44 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 582 $32.6K <0.01% +63 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 542 $30.4K <0.01% -621 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 517 $29K 0.01% +306 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 488 $27.4K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 450 $25.2K <0.01% +50 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 444 $24.9K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 440 $24.7K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 408 $23K <0.01% +219 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 386 $21.7K <0.01% +43 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 410 $21.3K 0.01% -297 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 375 $21K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 355 $19.9K <0.01% +2 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 355 $19.9K <0.01% -11 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 344 $19.3K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 340 $19.1K <0.01% -150 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 317 $18K 0.01% -546 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 309 $17.3K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $16.8K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 257 $14.4K <0.01% +61 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 256 $14.4K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 244 $14K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.