JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,363 $1.36M <0.01% +2,026 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 10,433 $1.36M 0.57% +790 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 10,137 $1.34M 0.05% +50 13F-HR Timeline Group Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 10,050 $1.32M 0.4% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 9,713 $1.28M <0.01% +549 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,685 $1.28M <0.01% -803 13F-HR Timeline Group BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 9,665 $1.27M 0.29% +3,800 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 9,648 $1.27M 0.01% -22 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,398 $1.24M 0.09% -357 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 9,365 $1.23M 0.1% new 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 9,153 $1.21M 0.47% -14,453 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8,837 $1.16M 0.03% -5,706 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,736 $1.15M 0.01% +1,053 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 8,627 $1.14M 0.18% new 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 8,501 $1.12M 0.47% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,910 $1.1M <0.01% +1,707 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 8,327 $1.1M 0.33% +717 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,007 $1.06M <0.01% +187 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 7,831 $1.03M 0.33% +7,817 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 7,780 $1.03M <0.01% +236 13F-HR Timeline Group Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 7,720 $1.02M 1.23% +1,300 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,601 $1M <0.01% +638 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 7,557 $996K <0.01% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 7,553 $995K 0.16% 0 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 7,345 $968K <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. 6,964 $939K 0.02% -120,000 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 7,055 $930K 0.15% -311 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,037 $927K 0.02% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 7,028 $926K 0.07% -120,024 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,799 $896K 0.02% -125 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,645 $876K 0.06% +3,140 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,581 $867K 0.01% +2,056 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 6,528 $860K <0.01% new 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 6,500 $857K <0.01% +2,275 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 6,425 $847K 0.02% 0 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 6,155 $811K 0.01% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 6,100 $804K 0.04% +750 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,051 $797K <0.01% -755 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 6,000 $791K 0.04% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,895 $776K 0.21% +272 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,863 $773K 0.1% +2,612 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,590 $737K <0.01% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,536 $729K 0.29% +74 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,505 $725K 0.03% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 5,401 $712K 0.06% -1,261 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 5,400 $712K 0.05% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 4,843 $702K <0.01% 0 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 5,281 $696K 0.18% +5,222 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 5,280 $696K 0.08% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,237 $690K 0.02% +1,478 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,217 $687K 0.04% new 13F-HR Timeline Ovata Capital Management Ltd in group Ovata Capital Management Ltd More: the full row for Ovata Capital Management Ltd 5,000 $685K 0.14% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,180 $683K 0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,144 $678K 0.04% +84 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,108 $673K 0.1% +530 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 5,100 $672K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 5,096 $671K <0.01% +4,859 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,047 $665K 0.01% +813 13F-HR Timeline Group Parametrica Management Ltd in group Parametrica Management Ltd More: the full row for Parametrica Management Ltd 5,000 $659K 1.02% -5,000 13F-HR Timeline Group Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 4,999 $659K <0.01% +2,533 13F-HR Timeline ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 4,984 $657K <0.01% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,983 $657K 0.04% -23,932 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,897 $645K 0.05% -117 13F-HR Timeline Group Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 4,798 $632K 0.36% new 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,642 $612K 0.18% +16 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 4,631 $610K 0.04% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 4,594 $605K <0.01% -31,679 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 4,584 $604K 0.01% +2,035 13F-HR Timeline Group Portolan Capital Management, LLC in group Portolan Capital Management, … More: the full row for Portolan Capital Management, LLC 4,580 $604K 0.03% new 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 4,539 $598K 0.01% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 4,531 $597K 0.06% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,517 $595K 0.01% +318 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,470 $589K 0.11% -125 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,406 $581K 0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,378 $577K 0.01% +85 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,300 $567K <0.01% -841,295 13F-HR Timeline Group Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 4,232 $558K 0.24% +115 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,210 $555K 0.01% +437 13F-HR/A Timeline MATAURO, LLC More: the full row for MATAURO, LLC 4,155 $548K 0.09% +1,600 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 4,074 $537K 0.01% new 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,009 $528K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,977 $524K 0.02% +3,877 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,948 $520K 0.01% +2,973 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 3,909 $515K 0.13% new 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 3,822 $504K 0.14% -157 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,556 $469K <0.01% -2,675 13F-HR Timeline Group Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 3,540 $466K 0.18% new 13F-HR Timeline Centerstone Investors, LLC More: the full row for Centerstone Investors, LLC 3,421 $451K 1.61% 0 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 3,413 $450K <0.01% new 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,410 $449K 0.04% 0 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,362 $443K 0.11% new 13F-HR Timeline Group RBF Capital, LLC More: the full row for RBF Capital, LLC 3,250 $428K 0.02% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,112 $410K 0.01% +648 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,102 $409K 0.05% 0 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 3,077 $405K 0.02% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,069 $404K <0.01% +104 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 3,000 $395K 0.66% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,973 $392K 0.01% +370 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 2,904 $392K 0.01% +142 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,969 $391K 0.03% +114 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,956 $390K 0.02% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,851 $376K 0.02% -271 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 2,837 $374K 0.02% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,732 $360K <0.01% +6 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,719 $358K <0.01% -620 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,560 $352K <0.01% 0 13F-HR Timeline Group ABN AMRO Bank N.V. in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO Bank N.V. 2,530 $332K <0.01% -179 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,511 $331K <0.01% new 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,498 $329K <0.01% -1,154 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,423 $319K <0.01% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 2,404 $316K 0.04% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,394 $315K <0.01% -114 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,335 $308K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,330 $307K <0.01% -330 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,296 $303K 0.07% new 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 2,279 $300K <0.01% new 13F-HR Timeline Group ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 2,073 $273K 0.23% 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,069 $273K 0.01% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,051 $270K <0.01% -138,205 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,040 $269K <0.01% +1,833 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,038 $269K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,022 $266K 0.01% -97 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,007 $264K <0.01% new 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 2,000 $264K 0.04% -1,500 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 2,000 $264K 0.11% -4,400 13F-HR Timeline Group Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 2,000 $264K 0.01% 0 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,959 $258K 0.02% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,707 $258K 0.01% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,921 $253K <0.01% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,903 $251K <0.01% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,902 $251K <0.01% new 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 1,900 $250K <0.01% 0 13F-HR Timeline Group Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,896 $250K 0.12% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,865 $246K 0.01% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,839 $242K <0.01% -1,985 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 1,764 $232K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,760 $232K 0.04% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,757 $232K 0.01% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,753 $231K <0.01% -9 13F-HR/A Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 1,740 $229K <0.01% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,726 $227K 0.03% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,712 $226K 0.01% new 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,706 $225K 0.02% -1,248 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 1,700 $224K 0.03% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,695 $223K 0.05% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,689 $223K 0.01% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,667 $220K 0.01% new 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,604 $211K <0.01% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 1,586 $209K 0.04% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,577 $208K <0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,576 $208K <0.01% -767 13F-HR/A Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,569 $207K 0.02% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,566 $206K <0.01% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,561 $206K 0.07% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,546 $204K 0.01% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,537 $203K 0.03% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,524 $201K <0.01% new 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 1,514 $199K <0.01% -266 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,438 $189K <0.01% +696 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,265 $167K 0.06% -3,171 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,425 $164K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,177 $155K <0.01% +331 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,130 $149K 0.01% -5,035 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,100 $145K <0.01% +900 13F-HR/A Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,090 $144K <0.01% -2,955 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,043 $137K <0.01% +108 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,000 $132K 0.12% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,000 $132K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 994 $131K 0.05% +51 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 960 $126K 0.01% -222 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 942 $124K <0.01% +227 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 926 $122K <0.01% +11 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 857 $113K 0.01% +100 13F-HR Timeline Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 850 $112K <0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 700 $92.2K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 693 $91.3K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 667 $87.9K <0.01% -218 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 650 $86K <0.01% 0 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 606 $79.9K <0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 589 $77.6K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 567 $74.7K <0.01% -451 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 550 $72.5K 0.03% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 519 $68.4K 0.01% -107 13F-HR Timeline SYCOMORE ASSET MANAGEMENT More: the full row for SYCOMORE ASSET MANAGEMENT 600 $62K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 400 $52.7K <0.01% -184 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 386 $50.9K <0.01% +74 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 375 $49.4K <0.01% +372 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 360 $47.4K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 340 $44.8K <0.01% +134 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Binnacle Investments Inc More: the full row for Binnacle Investments Inc 340 $44.8K 0.03% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 325 $42.8K 0.02% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 300 $39.5K <0.01% 0 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 260 $34.3K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 257 $33.9K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 244 $32.2K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 240 $31.6K <0.01% 0 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. 235 $31K <0.01% -14,798 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 200 $26.4K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 200 $26.4K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 200 $26.4K 0.01% 0 13F-HR Timeline