Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 8,536 $463K <0.01% +1,943 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 8,437 $458K 0.06% -31 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 8,381 $455K 0.07% new 13F-HR Timeline Group ProShare Advisors LLC More: the full row for ProShare Advisors LLC 8,303 $451K <0.01% -276 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,293 $450K 0.01% -1,859 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 8,188 $444K 0.02% -107 13F-HR/A Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 8,173 $443K 0.23% -963 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 8,150 $442K 0.07% +54 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 8,139 $442K <0.01% -231 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 8,110 $440K 0.39% -100 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,040 $436K 0.01% +8 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 8,000 $434K 0.03% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 8,000 $434K 0.06% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,940 $431K 0.02% -129 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,840 $425K <0.01% +1,396 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,772 $422K 0.01% -246 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 7,625 $414K 0.31% +1,196 13F-HR Timeline ROYCE & ASSOCIATES LP More: the full row for ROYCE & ASSOCIATES LP 7,602 $412K <0.01% -39 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,502 $407K 0.01% -193 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,479 $406K <0.01% -531 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,477 $406K 0.03% -117 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,386 $401K 0.01% -1,846 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 7,370 $400K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,315 $397K 0.02% +22 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 7,312 $397K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,290 $396K 0.01% +1,221 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 7,269 $394K 0.44% -13,571 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 7,235 $393K 0.02% -30 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 7,230 $392K 0.03% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 7,166 $389K 0.08% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 7,141 $387K 0.02% +1,201 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,054 $383K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,976 $381K <0.01% +2,752 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 7,013 $381K <0.01% +1,142 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 6,979 $379K <0.01% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,967 $378K 0.01% -1,771 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 6,938 $377K <0.01% -550 13F-HR Timeline Group VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 6,850 $372K 0.17% -7,241 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 6,810 $370K 0.04% +1 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 6,800 $369K 0.11% +33 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 6,752 $366K 0.03% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 6,733 $365K 0.17% -2,161 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,694 $363K 0.04% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,652 $361K 0.01% new 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 6,632 $360K 0.17% -80,708 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,573 $357K 0.01% -7,612 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 6,400 $347K 0.16% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,381 $346K 0.06% -263 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,375 $346K 0.02% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 6,361 $345K 0.09% +1,787 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 6,306 $342K 0.25% -874 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,241 $339K 0.04% -12,719 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 6,204 $337K 0.01% -1,514 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 6,195 $336K 0.07% -307 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 6,132 $333K 0.02% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 6,127 $332K 0.04% +15 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 6,100 $331K 0.17% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,972 $324K 0.01% +617 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,958 $323K 0.15% +218 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,950 $323K 0.02% +46 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,842 $317K <0.01% -977 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,754 $312K <0.01% -1,579 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,747 $312K 0.01% +131 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,703 $310K 0.01% +1,093 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,686 $309K <0.01% -1,792 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 5,672 $308K 0.09% -128 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,650 $307K 0.01% -68 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,602 $304K 0.03% -8 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 5,583 $303K 0.01% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 5,565 $302K 0.03% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,462 $296K 0.01% +493 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 5,376 $292K 0.89% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 5,361 $291K 0.02% -432 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,217 $283K 0.02% -9 13F-HR Timeline Bell Bank More: the full row for Bell Bank 5,202 $282K 0.01% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,182 $281K <0.01% +20 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 5,148 $279K 0.14% +17 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 5,294 $278K <0.01% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,083 $276K 0.03% +2,142 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,077 $275K <0.01% -1 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 5,043 $274K 0.04% -186 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,014 $272K 0.02% -12 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,931 $268K 0.04% +445 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,927 $267K 0.04% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,888 $265K 0.04% +19 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,889 $262K 0.11% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,822 $262K 0.02% -240 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 4,820 $262K 0.01% -89 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,818 $261K 0.04% -150 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 3,404 $261K <0.01% -15,035 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 4,964 $261K <0.01% -300 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,797 $260K <0.01% -4,030 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,718 $257K <0.01% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,712 $256K 0.03% +113 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 4,705 $255K 0.02% +3,905 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 4,630 $251K 0.05% -3,093 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,602 $250K <0.01% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 4,565 $248K 0.05% +89 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,538 $246K 0.07% +13 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,530 $246K <0.01% -1,164 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,528 $246K 0.01% -10,460 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,508 $245K 0.02% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,485 $243K 0.04% -298 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,443 $241K 0.04% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 4,415 $240K 0.14% -836 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,371 $237K 0.02% -106 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 4,360 $237K 0.03% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 4,327 $235K 0.23% -930 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 4,309 $234K 0.03% new 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,308 $234K 0.11% -747 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,125 $224K 0.01% new 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 4,050 $220K 0.01% new 13F-HR Timeline FRONTIER CAPITAL MANAGEMENT CO LLC More: the full row for FRONTIER CAPITAL MANAGEMENT CO LLC 4,003 $217K <0.01% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,000 $217K 0.01% -2,500 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,000 $217K 0.01% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 4,000 $217K 0.05% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,635 $215K 0.08% new 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,959 $215K 0.01% -8,039 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,934 $213K <0.01% 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 3,929 $213K 0.01% -356 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 3,920 $213K 0.01% -808 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,862 $210K 0.12% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,804 $206K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,781 $205K <0.01% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,774 $205K 0.06% -3,336 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,767 $204K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,765 $204K <0.01% +944 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,744 $203K <0.01% -4,744 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 3,742 $203K <0.01% new 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,741 $203K 0.04% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,739 $203K 0.02% +438 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,726 $202K 0.02% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,761 $202K 0.03% -1,325 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,718 $202K 0.04% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,703 $201K 0.01% -704 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,502 $190K 0.01% -165 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,093 $168K <0.01% new 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 2,111 $115K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,050 $111K 0.03% +14 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,995 $109K <0.01% +1,045 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,000 $109K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,993 $108K <0.01% +284 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,962 $106K 0.04% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,900 $104K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,765 $95.8K 0.03% +806 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,704 $92.5K 0.02% -239 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,592 $86.4K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,557 $84.5K <0.01% +819 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,547 $83.9K <0.01% +26 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,474 $80K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,312 $71.2K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,270 $68.9K <0.01% -8 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,254 $68K 0.02% +46 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,210 $65K <0.01% -17,048 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,201 $63.7K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,170 $63.5K 0.05% -92 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 1,113 $60.4K 0.05% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,105 $60K 0.03% +3 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,042 $56.5K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,021 $55.4K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 965 $52.3K <0.01% -272 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 950 $51.5K <0.01% -852 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 941 $51.1K 0.03% -3 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 927 $50.3K <0.01% +10 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 922 $50K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 902 $49.2K <0.01% +3 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 866 $47K 0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 805 $43.7K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 798 $43K 0.03% -826 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 644 $34.9K <0.01% +135 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 604 $32.8K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 574 $31.1K 0.01% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 522 $28.3K 0.02% -292 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 507 $28K <0.01% -1,530 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 515 $27.9K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 511 $27.7K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 435 $23.6K <0.01% +375 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 421 $23K <0.01% +121 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 420 $22.8K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 417 $22.6K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 385 $20.9K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 380 $20.6K <0.01% -536 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 324 $17.6K <0.01% +5 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 321 $17.4K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 318 $17.3K <0.01% +20 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 310 $16.8K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 300 $16.3K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 284 $15.4K 0.01% +11 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 293 $15.4K <0.01% +52 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 282 $15.3K 0.01% +212 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 281 $15.2K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 281 $15.2K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 274 $14.9K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 269 $14.6K <0.01% +12 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 255 $13.8K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 239 $13K <0.01% +205 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 234 $12.7K 0.01% +87 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 231 $12.6K <0.01% +1 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 229 $12.4K <0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 221 $12K <0.01% 0 13F-HR Timeline