Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 3,250 $464K <0.01% -500 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,239 $463K <0.01% -20,214 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,172 $453K 0.03% -7 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,164 $452K 0.01% +539 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,137 $448K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,108 $444K 0.01% +247 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 3,050 $436K <0.01% -3,320 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,025 $432K 0.07% 0 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 2,995 $428K 0.09% -600 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,931 $419K 0.01% -812 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,910 $416K 0.1% new 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 2,904 $415K 0.03% 0 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 3,519 $409K 0.36% -524 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,840 $406K 0.04% -73 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 2,803 $400K 0.06% -16,645 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,800 $400K 0.04% new 13F-HR Timeline City State Bank More: the full row for City State Bank 2,794 $399K 0.1% -3 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,727 $389K 0.12% -958 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,723 $389K 0.05% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,709 $387K <0.01% +832 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 2,737 $386K 0.18% -1,708 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,683 $383K 0.02% -358 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,614 $373K <0.01% -63 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 2,606 $372K 0.1% 0 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,602 $372K 0.29% +401 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,595 $371K <0.01% 0 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 2,595 $371K 0.11% +169 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,573 $368K 0.01% +1,285 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,555 $365K 0.25% +622 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,554 $365K 0.11% +159 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,537 $362K 0.03% +89 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,558 $361K 0.05% -71 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,518 $360K <0.01% -32 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,505 $358K 0.01% -131 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 2,464 $352K <0.01% -420 13F-HR/A Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,451 $350K 0.04% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,450 $350K 0.11% 0 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 3,018 $346K 0.17% -75 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,383 $340K -192 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,372 $339K 0.01% +366 13F-HR/A Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,370 $339K 0.11% -200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,340 $334K 0.01% -1,108 13F-HR/A Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,320 $331K 0.15% -1,653 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,307 $330K 0.01% -173 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,295 $328K 0.1% -1,113 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,250 $321K <0.01% -163 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,236 $319K 0.01% +258 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,229 $318K -113 Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,221 $317K 0.28% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,200 $314K 0.22% +72 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,197 $314K 0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2,195 $314K 0.01% new 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,195 $314K <0.01% +367 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,161 $309K 0.02% -60 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,150 $307K <0.01% 0 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 2,142 $306K 0.01% +285 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,140 $306K 0.16% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,137 $305K 0.01% -102 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,132 $305K 0.02% -1,541 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,131 $304K 0.01% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,100 $300K <0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,060 $294K <0.01% -1,506 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,047 $292K 0.08% +110 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,045 $292K 0.01% +704 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 2,023 $289K 0.06% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,984 $283K <0.01% -687 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,976 $282K <0.01% -282 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 1,960 $280K 0.19% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,954 $279K <0.01% +21 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,894 $271K <0.01% +1,046 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,891 $270K 0.02% +1,146 13F-HR Timeline Group Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,872 $267K 0.28% -4 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,862 $266K 0.02% -12 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,863 $266K 0.08% -217 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,811 $259K <0.01% -131 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,802 $257K <0.01% -133 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,800 $257K 0.01% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,798 $257K 0.04% -144 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 1,762 $252K 0.24% +452 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,733 $248K <0.01% -512 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,728 $247K 0.02% -75 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,704 $243K <0.01% -665 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 1,702 $243K 0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,701 $243K 0.01% +39 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,663 $238K 0.01% -16 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. 1,655 $236K 0.01% -1,200 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,645 $235K <0.01% -846 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,632 $233K <0.01% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,595 $232K 0.05% +54 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,616 $231K 0.01% +249 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,616 $231K 0.05% +122 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,613 $230K 0.05% -90 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,592 $227K <0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,581 $226K 0.01% -622 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,578 $225K 0.12% new 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 1,577 $225K 0.12% -138 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,575 $225K 0.04% +36 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,574 $225K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,568 $224K <0.01% -68 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,554 $222K 0.01% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,535 $219K 0.01% -1,850 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,510 $216K <0.01% new 13F-HR/A Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,475 $211K 0.03% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,475 $211K 0.01% +220 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,461 $209K 0.03% 0 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,461 $209K <0.01% +76 13F-HR Timeline Group Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,460 $209K 0.07% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,445 $206K 0.01% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,444 $206K 0.04% +91 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,421 $203K 0.05% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,407 $201K <0.01% -17,566 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 1,406 $201K <0.01% -453 13F-HR Timeline Group JMN Financial LLC More: the full row for JMN Financial LLC 1,405 $201K 0.2% +79 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,391 $199K <0.01% +929 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,297 $185K 0.02% -135 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,287 $184K <0.01% -336 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,200 $171K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,172 $167K <0.01% -18 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,134 $162K <0.01% -160 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,105 $158K 0.03% +114 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,096 $157K 0.01% +26 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,071 $153K <0.01% +347 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,070 $153K <0.01% +81 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,050 $150K <0.01% +191 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,043 $149K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,027 $147K <0.01% -2,115 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,000 $143K 0.02% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,000 $143K 0.01% new 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 960 $137K 0.13% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 950 $136K 0.03% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 950 $136K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 945 $135K <0.01% -600 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 935 $134K <0.01% -500 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 934 $133K 0.04% +55 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 970 $131K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 912 $130K 0.05% -66 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 900 $129K 0.07% -166,104 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 807 $115K 0.1% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 799 $114K <0.01% +239 13F-HR/A Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 787 $112K 0.01% -7 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 766 $109K -958 Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 709 $101K 0.02% -885 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 704 $101K 0.01% -174 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 682 $97.4K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 679 $95.9K <0.01% +61 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 766 $90.1K 0.05% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 625 $89.3K <0.01% -1,560 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 600 $85.7K 0.01% -50 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 600 $85.7K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 596 $85.1K 0.01% +102 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 555 $79.3K 0.03% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 528 $74.6K <0.01% -458 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 500 $71.4K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 497 $71K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 495 $70.7K 0.04% +266 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 493 $64.3K <0.01% -2,267 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 530 $62K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 409 $58.4K 0.02% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 407 $58.1K 0.01% -10 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 342 $48.9K <0.01% -79 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 340 $48.6K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 340 $48.6K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 331 $47.3K 0.03% +219 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 325 $46.4K <0.01% -400 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 286 $40.9K <0.01% -30 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 276 $39.4K <0.01% new 13F-HR/A Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 274 $39.1K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 270 $38.6K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 260 $37.1K <0.01% -163 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 253 $36.1K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 252 $36K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 251 $35.9K 0.02% +88 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 247 $35.3K 0.01% +77 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 232 $33.1K 0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 221 $31.6K <0.01% +56 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 212 $30.3K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 209 $29.9K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 200 $28.6K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 198 $28.3K <0.01% +4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 189 $27K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 189 $27K 0.01% +17 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 178 $26.4K <0.01% +119 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 180 $25.7K <0.01% -113 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 178 $25.4K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 174 $24.9K 0.01% +141 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 200 $24K 0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 150 $21.4K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 148 $21.1K <0.01% -34 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 148 $21.1K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 145 $20.7K <0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 130 $18.6K 0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 120 $17.1K <0.01% -2,335 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 120 $17.1K <0.01% -64 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 120 $17.1K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 120 $17.1K 0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 113 $16.1K 0.01% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 107 $15.3K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 102 $14.6K 0.01% +57 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 100 $14.3K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 100 $14.3K <0.01% 0 13F-HR Timeline