SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,078 $135K <0.01% -2,963 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,871 $128K <0.01% +132 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,623 $120K <0.01% -35,300 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 3,600 $119K 0.06% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,445 $114K <0.01% +30 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,414 $113K 0.01% +1,910 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,296 $109K 0.01% -827 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,178 $105K 0.03% -22,883 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,025 $100K 0.03% -3,693 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,977 $98.4K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,911 $96.2K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,821 $93.2K <0.01% -571 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,810 $92.9K <0.01% -100 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,704 $89.4K 0.05% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,500 $82.6K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,319 $76.6K 0.02% +44 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,298 $75.9K 0.05% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,229 $73.7K <0.01% -445 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,150 $71.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,142 $71K <0.01% +573 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,011 $66.5K <0.01% -8,959 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,878 $62.1K <0.01% +303 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,869 $61.8K 0.06% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,769 $58.5K <0.01% +113 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,667 $55.1K 0.03% -5,020 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,575 $52.1K 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,555 $52K <0.01% -222 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,563 $51.7K <0.01% +1,240 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,500 $50.6K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,350 $44.6K 0.02% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,324 $43.8K -6,647 Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,300 $43K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,283 $42.4K 0.01% 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,279 $42.3K <0.01% +57 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,270 $42K <0.01% +470 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,253 $41.4K <0.01% +18 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,238 $40.9K <0.01% -269 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,231 $40.7K 0.01% -1,641 13F-HR Timeline Group Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 1,200 $39.7K 0.03% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,104 $36.5K <0.01% 0 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,064 $35K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,056 $34.9K 0.02% -15 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,037 $34.3K <0.01% -19 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 1,017 $33.6K 0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,000 $33K 0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,000 $32.9K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 900 $31K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 907 $30K <0.01% +407 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 904 $29.9K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 847 $28K 0.01% -847 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 845 $27.9K <0.01% +637 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 825 $27.3K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 793 $26.2K <0.01% +783 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 766 $25.3K <0.01% -239 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 687 $22.7K <0.01% +686 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 628 $20.8K <0.01% -259 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 592 $19.6K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 576 $19K <0.01% -50 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 538 $17.8K <0.01% -96,800 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 530 $17.5K <0.01% -14,363 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 503 $16.6K <0.01% -46 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 500 $16.5K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 500 $16.5K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 483 $16K <0.01% -17 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 480 $15.9K <0.01% 13F-HR Timeline Westside Investment Management, Inc. 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Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 250 $8.26K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 247 $8.16K <0.01% -36 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 225 $7.44K 0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 220 $7.23K <0.01% +75 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 211 $6.97K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 208 $6.87K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 203 $6.71K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 200 $6.61K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 200 $6.61K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 200 $6.61K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. 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More: the full row for Cape Investment Advisory, Inc. 158 $5.22K <0.01% -119 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 138 $4.56K <0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 135 $4.46K <0.01% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 134 $4.43K <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 131 $4.33K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 130 $4.3K <0.01% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 121 $4K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 118 $3.9K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 106 $3.5K <0.01% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 104 $3.44K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 105 $3.38K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 100 $3.31K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 100 $3.31K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 100 $3.31K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 100 $3.31K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. 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A. 85 $2.81K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 85 $2.81K <0.01% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 83 $2.74K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 76 $2.51K <0.01% -24 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 75 $2.48K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 70 $2.31K <0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 68 $2.25K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 66 $2.18K <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 61 $2.03K <0.01% -2,524 13F-HR Timeline IFC & Insurance Marketing, Inc. 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More: the full row for TD Waterhouse Canada Inc. 28 $925 <0.01% -113 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 26 $859 <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 24 $793 <0.01% 0 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 25 $776 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 18 $595 <0.01% +5 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 16 $528 <0.01% +8 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 15 $496 <0.01% -13 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 14 $463 <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 14 $463 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $463 <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 13 $430 <0.01% 0 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 11 $364 <0.01% -3 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $331 <0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $298 <0.01% +2 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7 $232 <0.01% -11 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6 $198 <0.01% -19 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $165 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5 $165 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3 $99 <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3 $93 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $67 <0.01% +1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $34 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $33 <0.01% -2 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1 $33 <0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 1 $33 <0.01% 0 13F-HR Timeline