Quent Capital, LLC More: the full row for Quent Capital, LLC 607 $224K 0.02% -38 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 606 $223K <0.01% -72 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 596 $223K 0.02% +6 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 600 $221K 0.18% 0 13F-HR Timeline TradeLink Capital LLC More: the full row for TradeLink Capital LLC 600 $221K 1.37% new 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 600 $221K 0.09% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 592 $218K 0.02% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 592 $218K 0.01% -53 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 590 $217K 0.11% -1,909 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 586 $216K 0.01% 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 583 $215K 0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 582 $214K 0.01% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 577 $213K 0.01% -31 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 573 $211K 0.01% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 613 $210K 0.07% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 570 $210K 0.12% -75 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 569 $210K 0.05% new 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 565 $208K 0.08% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 563 $207K 0.13% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 562 $207K 0.02% -121 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 559 $206K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 555 $205K <0.01% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 547 $202K 0.01% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 544 $200K 0.1% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 543 $200K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 518 $191K 0.01% -47 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 498 $185K <0.01% +190 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 500 $184K <0.01% -167 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 500 $184K <0.01% -35 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 494 $182K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 491 $181K 0.03% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 465 $171K 0.15% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 466 $171K <0.01% -226 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 428 $158K 0.02% +281 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 421 $155K 0.01% -338 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 410 $151K 0.01% +33 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 388 $143K 0.01% +72 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 374 $138K 0.01% -5 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 374 $138K 0.04% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 342 $127K 0.08% -41 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 318 $117K 0.01% +12 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 291 $107K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 282 $104K 0.07% +96 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 281 $104K <0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 306 $102K 0.07% +63 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 276 $102K 0.03% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 264 $97.3K <0.01% +60 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 283 $94.8K <0.01% +27 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 249 $91.8K <0.01% -111 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 248 $91.3K <0.01% -34 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 97 $82.6K <0.01% +58 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 219 $80.7K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 215 $79.2K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 204 $75.2K 0.04% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 208 $75K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 199 $73.5K <0.01% -261 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 188 $69.3K 0.01% +31 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 185 $68.6K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 184 $68K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 180 $66.3K 0.01% 0 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 180 $66.3K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 177 $65.2K 0.01% +5 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 175 $64.5K <0.01% +6 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 171 $62.9K <0.01% -18,201 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 169 $62K 0.01% -5 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 161 $59.3K 0.01% +66 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 157 $57.9K <0.01% +5 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 150 $55.3K <0.01% -7 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 149 $54.9K <0.01% -100 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 147 $54.2K <0.01% -88 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 143 $52K 0.01% +28 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 141 $52K <0.01% -276 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 133 $49K <0.01% -237 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 130 $48K <0.01% +9 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 129 $47.4K <0.01% +24 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 129 $47K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 117 $43.1K <0.01% -2 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 125 $42.8K <0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 110 $40.5K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 110 $40.5K <0.01% -13 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 109 $40.2K <0.01% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 109 $40.2K 0.01% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 108 $39.8K <0.01% +3 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 103 $38K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $36.9K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 97 $35.7K <0.01% +40 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 91 $33.5K <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 89 $32.8K <0.01% -17 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 87 $32.1K <0.01% -112 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 85 $31.3K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 85 $31.3K <0.01% +41 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 83 $30.6K <0.01% +77 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 83 $30.6K 0.02% -9 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 82 $30.2K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 79 $29.1K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 77 $28.4K 0.01% +8 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 75 $27.6K <0.01% new 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 90 $26.9K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 73 $26.9K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 73 $26.9K <0.01% -2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 69 $25.4K <0.01% new 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 69 $25.4K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 68 $25.1K 0.01% -15 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 67 $24.7K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 66 $24.3K <0.01% +5 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 66 $24.3K <0.01% new 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 65 $24K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 63 $23.2K <0.01% +24 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 60 $22.1K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 59 $21.7K <0.01% +15 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 58 $21.4K 0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 58 $21.4K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 54 $19.9K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 54 $19.9K <0.01% +47 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 54 $19.6K <0.01% -83 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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WEALTH MANAGEMENT LLC 32 $11.8K <0.01% +1 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 30 $11.1K <0.01% -11 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 30 $11.1K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 28 $10.3K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 28 $10.3K <0.01% +28 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 28 $10.3K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 30 $10.1K <0.01% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 29 $10K <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 27 $9.95K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 26 $9.58K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 24 $8.87K <0.01% -3 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 24 $8.85K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 23 $8.48K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 22 $8.11K <0.01% 0 13F-HR Timeline McClarren Financial Advisors, Inc. 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More: the full row for Reyes Financial Architecture, Inc. 20 $7.37K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 19 $7K <0.01% +14 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 20 $6.75K <0.01% +6 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. 18 $6.63K <0.01% 0 13F-HR Timeline Group Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 18 $6.63K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 18 $6.63K <0.01% -2 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 17 $6.27K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for Grayhawk Investment Strategies Inc. 15 $5.53K 0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 15 $5.53K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 15 $5.34K <0.01% -2 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 14 $5.16K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 14 $5.16K <0.01% -3 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 14 $5.16K <0.01% +7 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 13 $4.79K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. 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More: the full row for HAZLETT, BURT & WATSON, INC. 11 $4K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $3.83K <0.01% +4 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $3.69K <0.01% +5 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 10 $3.69K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 10 $3.69K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 10 $3.69K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $3.34K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 9 $3.32K <0.01% -3 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 8 $2.95K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 8 $2.95K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8 $2.95K <0.01% -11 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 8 $2.95K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 8 $2.95K <0.01% -12 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 7 $2.58K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7 $2.58K <0.01% -58 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 7 $2.58K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 7 $2.58K <0.01% new 13F-HR/A Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 7 $2.58K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 7 $2.58K <0.01% 13F-HR Timeline