Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,530 $380K 0.03% +33 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,525 $379K <0.01% +105 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,488 $369K 0.01% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,470 $365K 0.06% +45 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,456 $362K 0.1% -79 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 1,456 $362K 0.02% +161 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,450 $360K 0.01% +69 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,443 $358K 0.04% -4 13F-HR/A Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 1,440 $358K 0.11% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,440 $358K 0.13% -4 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,437 $357K 0.11% -28 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,420 $353K 0.01% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,403 $348K 0.02% +67 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,404 $348K 0.01% -144 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,194 $347K 0.22% +10 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,396 $347K 0.05% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,395 $346K 0.23% 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 1,392 $346K 0.09% -460 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,390 $345K 0.02% new 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,378 $342K 0.03% +83 13F-HR/A Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,377 $342K 0.13% +10 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 1,377 $342K 0.3% 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,371 $340K 0.01% +67 13F-HR Timeline EPIQ Capital Group, LLC More: the full row for EPIQ Capital Group, LLC 1,367 $339K 0.09% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,366 $339K 0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,343 $333K <0.01% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,339 $332K 0.06% -75 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 1,337 $332K 0.01% +3 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,331 $330K 0.05% -15 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,328 $329K <0.01% -95 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,316 $327K 0.01% +463 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,315 $327K 0.01% new 13F-HR Timeline Group White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 1,314 $326K 0.14% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,274 $325K 0.05% 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,310 $325K 0.07% -250 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,307 $324K 0.01% 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,306 $324K <0.01% +31 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,298 $322K 0.01% new 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 1,287 $320K 0.07% +15 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,284 $319K 0.05% new 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,084 $316K 0.26% 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,261 $313K 0.05% -169 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 1,258 $312K 0.04% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,095 $311K 0.15% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,250 $310K <0.01% -191 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 1,246 $309K 0.15% -905 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 1,242 $308K 0.04% new 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,233 $306K 0.67% -5,681 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,226 $304K 0.03% new 13F-HR Timeline MIG Capital, LLC More: the full row for MIG Capital, LLC 1,225 $304K 0.03% new 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 1,224 $304K <0.01% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,223 $304K 0.05% new 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 1,221 $303K 0.22% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,220 $303K 0.27% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,156 $301K 0.01% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,203 $299K 0.02% new 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 1,200 $298K 0.01% new 13F-HR Timeline Group Callan Capital, LLC More: the full row for Callan Capital, LLC 1,186 $294K 0.02% -82 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,168 $290K 0.02% new 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 1,165 $289K 0.1% -134 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 1,160 $288K 0.09% -61,880 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 967 $288K 0.08% 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,154 $287K 0.11% 0 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,150 $286K 0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,145 $284K 0.01% -5 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,142 $284K 0.07% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,129 $280K <0.01% -170 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 1,125 $279K 0.01% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,120 $278K 0.02% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,116 $277K 0.02% -303 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 1,095 $272K 0.02% -846 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,095 $272K 0.05% -4,946 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,080 $268K 0.14% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,078 $268K 0.01% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,073 $266K 0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,072 $266K 0.01% -129 13F-HR Timeline Group Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,072 $266K 0.04% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,069 $265K 0.02% +344 13F-HR Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 1,067 $265K 0.16% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,063 $264K 0.16% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,050 $261K <0.01% new 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,045 $259K 0.03% new 13F-HR/A Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 1,044 $259K 0.03% -543 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,039 $258K 0.02% +214 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,036 $257K 0.02% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,036 $257K <0.01% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,000 $256K 0.01% new 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 1,028 $255K 0.02% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 1,022 $254K 0.07% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 993 $254K 0.03% +236 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,016 $252K 0.08% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,010 $251K 0.01% new 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 1,000 $248K 0.52% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 919 $245K 0.07% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 972 $241K 0.04% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 967 $240K 0.01% -1,001 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 965 $240K 0.01% +70 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 964 $239K 0.01% +40 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 963 $239K 0.15% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 958 $238K 0.05% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 951 $236K 0.02% new 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 950 $236K 0.1% 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 949 $236K 0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 918 $235K 0.03% +608 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 946 $235K 0.05% 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 944 $234K 0.05% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 943 $234K 0.01% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 939 $233K 0.02% new 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 938 $233K 0.14% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 933 $232K 0.18% 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 900 $230K 0.09% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 915 $227K 0.03% new 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 913 $227K 0.04% new 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 906 $225K 0.08% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 900 $224K 0.01% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 899 $223K <0.01% new 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 898 $223K 0.07% new 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 895 $222K 0.09% new 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 890 $221K 0.04% new 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 868 $216K 0.03% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 866 $215K <0.01% -620 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 865 $215K 0.05% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 858 $213K 0.01% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 858 $213K 0.02% -300 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 857 $213K <0.01% -283 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 857 $213K 0.11% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 856 $213K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 819 $211K 0.02% -148,844 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 842 $209K 0.02% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 842 $209K 0.02% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,136 $208K 0.01% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 837 $208K 0.01% new 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 830 $206K 0.04% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 830 $206K 0.11% -565 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 829 $206K 0.02% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 689 $205K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 824 $205K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 800 $204K 0.02% +104 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 822 $204K 0.01% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 810 $201K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 808 $201K <0.01% -200 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 799 $198K <0.01% +51 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 787 $195K 0.03% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 765 $190K 0.04% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 760 $189K 0.01% +229 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 750 $186K 0.05% +500 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,035 $186K 0.06% +960 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 742 $184K <0.01% -84 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 737 $183K 0.02% +99 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 708 $176K <0.01% -2,327 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 687 $171K <0.01% +170 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 684 $170K <0.01% +436 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brooklyn Investment Group More: the full row for Brooklyn Investment Group 672 $167K 0.05% -1,088 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 661 $164K 0.01% +457 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 631 $157K 0.04% +195 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 611 $156K 0.01% +300 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 628 $156K 0.02% +500 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 621 $154K <0.01% +100 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 620 $154K 0.09% new 13F-HR Timeline Group IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 611 $152K 0.08% +545 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 598 $148K 0.02% -76 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 576 $143K <0.01% -12,019 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 577 $143K 0.01% -11 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 573 $142K 0.01% -24 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 545 $135K 0.09% -15 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 531 $132K <0.01% +3 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 515 $128K 0.02% +115 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 500 $124K 0.04% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 500 $124K 0.1% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 498 $124K 0.01% -97 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 496 $123K 0.02% -6,202 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 493 $122K 0.04% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 490 $122K <0.01% +273 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 470 $117K 0.06% +300 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 469 $116K 0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 465 $115K 0.04% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 441 $110K <0.01% +7 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 423 $105K <0.01% +71 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 422 $105K 0.01% +276 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 420 $104K 0.03% -44 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 412 $102K 0.02% +100 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 410 $102K 0.03% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 409 $102K 0.02% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 400 $99.3K 0.01% -152 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 400 $99.3K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. R Squared Ltd More: the full row for R Squared Ltd 400 $99.3K 0.1% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 391 $97.1K 0.02% +274 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 381 $94.6K 0.03% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 362 $89.9K 0.01% +150 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 352 $87.4K 0.03% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 342 $87K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 350 $86.9K 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 346 $85.9K <0.01% +92 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 341 $84.7K 0.01% -60 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 338 $83.9K 0.05% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 337 $83.7K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 336 $83.4K <0.01% -7,167 13F-HR/A Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 336 $83.4K 0.12% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 315 $78K 0.02% +23 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 308 $76.5K 0.05% 0 13F-HR Timeline