DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 4,516 $313K 0.16% new 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 4,900 $311K 0.04% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,797 $305K 0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,732 $301K <0.01% new 13F-HR/A Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,667 $296K 0.14% new 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 4,601 $292K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,532 $287K 0.02% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,458 $283K 0.01% new 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4,361 $277K 0.03% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,358 $277K <0.01% -72 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,345 $273K <0.01% new 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,071 $259K 0.03% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 3,931 $250K +26 Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,815 $242K 0.01% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 3,777 $240K <0.01% new 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 3,750 $238K 0.11% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,696 $235K 0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,675 $233K <0.01% -3,254 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,663 $233K <0.01% -10 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,635 $231K <0.01% -833 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 3,543 $225K 0.06% new 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 3,511 $223K 0.17% new 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,480 $221K 0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,447 $219K <0.01% +607 13F-HR/A Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,398 $216K 0.01% +292 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,393 $215K <0.01% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,271 $208K <0.01% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,208 $204K 0.06% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,150 $200K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,995 $190K <0.01% +2,008 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,532 $161K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,752 $111K 0.01% -1,790 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,673 $106K <0.01% -611 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,400 $88.9K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,375 $87.4K <0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,216 $77.3K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,162 $73.8K <0.01% +768 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,125 $71.5K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,122 $71.3K 0.01% -144 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,080 $68.6K <0.01% +423 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,025 $65.1K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 999 $63.5K 0.01% +24 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 937 $59.5K <0.01% +217 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 925 $58.8K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 889 $56.5K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 878 $55K 0.02% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 856 $54.4K <0.01% -58 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 847 $53.8K <0.01% -65 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 847 $53.8K 0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 750 $47.6K 0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 709 $45K <0.01% +66 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 662 $42.1K <0.01% -12 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 642 $40.8K 0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 601 $38.2K <0.01% +128 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 595 $37.8K <0.01% 0 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 584 $37.1K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 555 $35.3K <0.01% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 550 $34.9K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 505 $32.1K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 499 $31.7K <0.01% -84 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 493 $31K <0.01% new 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 487 $30.9K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 483 $30.7K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 435 $27.6K <0.01% +208 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 419 $26.6K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 405 $26K 0.02% -315 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 386 $24.5K <0.01% -245 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 345 $21.9K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 311 $19.8K <0.01% +90 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 310 $19.7K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 277 $17.6K <0.01% +77 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 255 $16.2K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 250 $15.9K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 248 $15.8K <0.01% +9 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 239 $15.2K 0.01% +125 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 218 $13.8K <0.01% -6 13F-HR Timeline City State Bank More: the full row for City State Bank 212 $13.5K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 206 $13.1K <0.01% -2,334 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 201 $13K <0.01% -71 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 196 $12.5K <0.01% +148 13F-HR/A Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 194 $12.3K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 193 $12.2K 0.01% -250 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 185 $11.8K 0.05% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 178 $11.3K <0.01% -79 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 140 $10.6K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 150 $9.43K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 104 $6.53K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 100 $6.35K <0.01% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 91 $5.78K <0.01% -1,037 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 83 $5.78K <0.01% -46 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 73 $5K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 75 $4.76K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 75 $4.76K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 74 $4.7K <0.01% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 73 $4.64K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 69 $4.38K <0.01% +28 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 68 $4.32K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 67 $4.26K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 65 $4.13K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 62 $3.94K <0.01% +9 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 52 $3.3K <0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 52 $3.3K <0.01% -208 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 50 $3.18K <0.01% +5 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 36 $2.29K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 35 $2.22K <0.01% -16 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 33 $2.1K <0.01% -5 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 32 $2.03K <0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 43 $2K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 39 $2K <0.01% -6 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 31 $1.97K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 29 $1.84K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 25 $1.59K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 25 $1.59K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 25 $1.59K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 24 $1.52K <0.01% -12 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 22 $1.4K <0.01% +11 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 22 $1.4K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 21 $1.33K <0.01% 0 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 20 $1.27K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 17 $1.08K <0.01% -8 13F-HR Timeline CX Institutional More: the full row for CX Institutional 16 $1K <0.01% 0 13F-HR/A Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 11 $1K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 15 $953 <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 13 $826 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 11 $699 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 10 $636 <0.01% 0 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $636 <0.01% +3 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 10 $635 <0.01% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 9 $557 <0.01% +5 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 8 $508 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 8 $508 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6 $381 <0.01% new 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 6 $381 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $255 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $254 <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3 $191 <0.01% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3 $191 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2 $128 <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $64 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1 $64 <0.01% -2 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $64 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $64 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.