Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,848 $289K 0.01% +416 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,664 $282K <0.01% +737 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 7,494 $276K 0.04% -3,095 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,401 $272K <0.01% -16,719 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 7,350 $271K 0.07% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,262 $267K <0.01% +3 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,220 $266K <0.01% +5,467 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 7,089 $261K 0.03% +4 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 6,940 $255K 0.04% +835 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,069 $255K <0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,930 $255K <0.01% -690 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 6,917 $255K 0.22% -6,583 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 6,883 $253K 0.08% +2,350 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,862 $253K <0.01% -2,405 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,800 $250K 0.01% 0 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 6,668 $245K 0.07% 0 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 6,578 $242K 0.1% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,552 $241K <0.01% new 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 6,537 $241K 0.08% +481 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,501 $239K <0.01% -7,043 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,500 $239K 0.03% -2,500 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 6,457 $238K 0.16% +1,000 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 6,412 $236K 0.11% new 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 6,005 $235K 0.13% 0 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 6,311 $232K 0.08% -100 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 6,204 $228K 0.01% +443 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 6,072 $224K 0.02% new 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 5,955 $219K 0.11% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,905 $217K <0.01% +303 13F-HR/A Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,881 $216K 0.02% new 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 5,692 $210K 0.08% new 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 5,676 $209K 0.05% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,501 $202K 0.02% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,445 $200K <0.01% -350 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 5,043 $186K 0.09% +3,008 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,658 $171K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,564 $168K <0.01% new 13F-HR Timeline Group Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 3,846 $142K <0.01% +3,700 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,584 $132K <0.01% -1,741 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,765 $102K 0.01% +100 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2,503 $92.1K 0.06% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,375 $87.4K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,320 $85.4K 0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 2,314 $85.2K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,150 $79.1K 0.01% +1,276 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2,126 $78.3K 1.41% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,924 $70.8K 0.01% +7 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,846 $68K 0.02% new 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,701 $62.6K <0.01% +172 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,405 $51.7K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,358 $50K 0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,358 $50K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,238 $45.6K <0.01% +350 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,202 $44.2K <0.01% +421 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,073 $39.5K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,000 $36.8K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,000 $36.8K <0.01% 0 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 521 $32.4K 0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 789 $29K 0.01% 0 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 737 $27.1K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 704 $25.9K 0.01% -1,909 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 700 $25.8K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 548 $20.2K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 476 $17.5K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 466 $17.2K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 439 $16.2K <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. 426 $15.7K <0.01% 0 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 332 $12.2K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 325 $12K <0.01% new 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 315 $11.6K <0.01% +14 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 292 $10.7K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 272 $10K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 247 $9K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 240 $8.83K <0.01% 0 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) 219 $8.06K <0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 200 $7K <0.01% -2 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 171 $6.29K <0.01% 0 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 150 $5.52K <0.01% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 140 $5.16K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 136 $5.01K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 134 $4.93K <0.01% -700 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 130 $4.79K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 113 $4.16K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 91 $3.35K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 80 $2.94K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 75 $2.76K <0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 60 $2.21K <0.01% +20 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 49 $2K <0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 50 $1.84K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 42 $1.55K <0.01% +42 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 28 $1.03K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 30 $1K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 25 $920 <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 20 $737 <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 20 $736 <0.01% -28 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 16 $589 <0.01% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 14 $530 <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 14 $515 <0.01% -733 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9 $331 <0.01% new 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 1 $37 <0.01% 0 13F-HR Timeline Group