Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 40,297 $853K <0.01% -853 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 39,875 $844K 0.09% -319 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 39,467 $835K 0.09% -171 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 38,870 $822K <0.01% +6,833 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 38,078 $806K <0.01% +162 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 37,985 $804K 0.01% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 37,351 $790K 0.1% -1,799 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 36,849 $780K 0.01% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 36,793 $779K <0.01% +556 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 36,076 $763K 0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 36,038 $763K <0.01% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 35,771 $757K 0.21% -103 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 35,288 $747K 0.22% -2,994 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 34,890 $738K 0.01% -118,920 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 34,716 $735K <0.01% -212,536 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 34,213 $724K 0.04% +1,074 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 34,166 $723K 0.01% -740 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 33,902 $717K 0.08% new 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 32,979 $698K 0.27% +14,864 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 32,641 $691K <0.01% -4,140 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 31,530 $667K 0.01% -226 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 31,507 $667K 0.24% +1,511 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 31,328 $663K 0.09% +2,175 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 31,278 $662K 0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 31,025 $656K 0.04% -1,370 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 30,507 $646K <0.01% +3,236 13F-HR/A Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 30,171 $638K 0.01% +1,235 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 29,567 $626K 0.01% -961 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 29,347 $621K 0.14% -57,456 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 28,908 $612K 0.36% -1,689 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 28,550 $604K 0.01% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 28,364 $600K 0.02% +2,095 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 25,576 $584K 0.03% +119 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 27,050 $572K 0.06% -1,900 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 26,863 $568K 0.05% 0 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 26,738 $566K <0.01% +4,334 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 26,710 $565K <0.01% +2,205 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 26,027 $551K <0.01% +3,347 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 25,753 $545K 0.21% -6,220 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 25,616 $542K 0.04% -616 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 24,453 $534K 0.01% +7,284 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,182 $533K <0.01% +89 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 24,821 $525K 0.02% -3,863 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 24,731 $523K 0.01% -853 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 23,128 $489K 0.02% -3,143 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 23,000 $487K 0.45% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 22,623 $479K 0.01% +578 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 21,795 $461K 0.01% -182 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 21,743 $460K 0.01% +2,040 13F-HR/A Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 21,652 $458K 0.03% -220 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 21,476 $454K 0.02% +433 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 20,746 $439K <0.01% -4,300 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 20,730 $439K 0.02% +125 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 20,694 $438K 0.04% -200 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 20,675 $437K 0.01% +817 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 20,644 $437K 0.07% +4,837 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 20,506 $434K 0.13% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 20,231 $428K <0.01% +9,365 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 19,043 $428K 0.01% +7,919 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 19,860 $420K 0.01% +4,821 13F-HR/A Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 19,735 $418K 0.01% +2,825 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 19,712 $417K 0.07% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 19,335 $409K 0.04% -3,265 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 19,270 $408K 0.29% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 19,264 $408K 0.21% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 19,939 $403K 0.07% +8,604 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 18,819 $398K 0.03% +240 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 18,669 $395K <0.01% +1,780 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 18,513 $392K 0.01% +2,529 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 18,375 $389K 0.08% -32 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 18,058 $382K 0.24% 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 18,046 $382K <0.01% 0 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 17,944 $380K 0.01% +6,423 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 17,888 $379K <0.01% -27,057 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 17,296 $366K <0.01% -671 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 17,114 $362K 0.08% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 16,908 $358K 0.02% +8,102 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 16,835 $356K 0.05% -3,096 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 16,810 $356K <0.01% -17,671 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,597 $351K <0.01% +5,102 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 16,583 $351K <0.01% -2,198 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 16,460 $348K 0.16% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 16,399 $347K 0.03% +900 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 15,934 $337K <0.01% +802 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 15,525 $329K 0.02% -2,665 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 15,487 $328K 0.06% -427 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,380 $325K <0.01% -39,091 13F-HR/A Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 15,262 $323K 0.01% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 15,223 $322K 0.12% 0 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 15,109 $320K 0.55% -7,546 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 14,900 $315K 0.01% +1,300 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 13,123 $307K 0.02% +1,047 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 14,298 $303K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 14,265 $302K 0.06% -4,066 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 13,901 $294K 0.1% +436 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 13,624 $288K 0.03% +2,331 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 13,332 $282K 0.07% -564 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 13,205 $279K 0.03% -4,675 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,548 $271K 0.01% -515 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 12,772 $270K 0.08% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 12,737 $270K 0.02% +758 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 12,694 $269K 0.22% +3,722 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 12,500 $264K 0.08% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,480 $264K 0.01% +2,603 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 12,416 $263K 0.02% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 12,371 $262K 0.06% -2,795 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,316 $261K <0.01% -249 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 12,262 $259K <0.01% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,256 $259K 0.01% +3,381 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,102 $256K 0.01% -15,097 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 12,096 $256K 0.03% +90 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 12,022 $254K 0.06% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 12,021 $254K 0.03% new 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 11,907 $252K 0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,668 $247K <0.01% +1,463 13F-HR Timeline Group ARWA LLC More: the full row for ARWA LLC 10,526 $246K 0.12% -1,574 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 11,637 $246K <0.01% +2,839 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 11,599 $245K 0.01% -1,357 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 11,598 $245K 0.07% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 11,518 $244K <0.01% +579 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 11,483 $243K 0.01% +804 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 11,469 $243K <0.01% -139 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 11,333 $240K 0.09% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 11,303 $239K 0.01% new 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,991 $233K 0.01% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,935 $231K 0.01% +101 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,756 $228K <0.01% +1,999 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,749 $227K 0.01% -1,202 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10,692 $226K 0.13% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 10,653 $225K 0.07% -117 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 10,645 $225K 0.03% -6,022 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 10,612 $225K 0.05% +551 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,457 $221K <0.01% +55 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,450 $221K <0.01% new 13F-HR/A Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,264 $217K 0.01% +96 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 10,201 $216K 0.04% -1,966 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 10,192 $216K 0.11% -11,898 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 10,135 $214K 0.01% +57 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 10,019 $212K 0.08% -965 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 10,018 $212K 0.01% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 10,016 $212K 0.04% +1,069 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 9,664 $204K 0.05% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,563 $202K <0.01% +700 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,554 $202K <0.01% -9,634 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 9,552 $202K 0.12% +725 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 9,530 $202K 0.07% +1,231 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,883 $188K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 8,070 $176K <0.01% -315,601 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,000 $169K <0.01% +350 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,889 $167K 0.01% +5,517 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,018 $148K <0.01% -7,234 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,792 $144K <0.01% -524 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,166 $130K 0.01% +5 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 6,105 $129K 0.01% -933 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,637 $119K 0.01% -51 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 5,008 $106K 0.07% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,930 $104K <0.01% +1,717 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,406 $93.2K 0.1% +1,246 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 4,400 $93.1K 0.03% new 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4,255 $90K 0.05% +4,082 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,236 $89.6K <0.01% -14 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,109 $87K <0.01% -206 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,943 $83.4K <0.01% +2,570 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,931 $83.2K <0.01% +1,716 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 3,879 $82.1K 0.02% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 3,636 $76.9K 0.03% 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3,572 $75.6K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,332 $70.5K <0.01% +1,704 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3,183 $69.5K 0.05% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,001 $63.5K 0.01% -190 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,700 $57.1K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,656 $56.2K 0.02% +1,220 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,527 $53.5K <0.01% +57 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,517 $53.3K 0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,510 $53.1K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,495 $52.8K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,321 $49.1K <0.01% +391 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,284 $48.3K <0.01% -137 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,186 $46.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,175 $46K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,121 $44.9K 0.03% +1,294 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,068 $43.8K 0.03% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,000 $42K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,789 $38K <0.01% -2,553 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 1,725 $36.5K <0.01% +1,670 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,680 $35.5K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,640 $34K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,534 $32.5K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,451 $30.7K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,439 $30.4K 0.01% 0 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,375 $30K <0.01% -236 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,394 $29.5K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,344 $28.4K 0.02% -904 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,300 $27.5K 0.02% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,258 $26.6K 0.01% -227 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,208 $25.6K <0.01% -268 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,200 $25.4K 0.01% -320 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,187 $25.1K <0.01% +459 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,181 $25K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,146 $24.2K <0.01% +647 13F-HR Timeline Group