GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 10,000 $236K 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,989 $236K <0.01% -417 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 9,788 $231K 0.02% +64 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 9,763 $231K 0.17% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,730 $230K 0.02% -175 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 9,711 $229K <0.01% +501 13F-HR Timeline CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 9,561 $226K 0.05% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 9,501 $225K 0.03% -2,360 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 9,260 $219K 0.15% 0 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 9,200 $217K 0.24% 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 9,020 $213K 0.01% 0 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,849 $209K <0.01% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,671 $205K <0.01% new 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,465 $200K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 7,149 $169K 0.04% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 6,950 $164K 0.07% +4,597 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,248 $148K <0.01% -3,625 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,148 $145K 0.01% +445 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,662 $134K 0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,548 $131K <0.01% +30 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,975 $118K 0.1% -17,015 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,917 $116K 0.01% 0 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,710 $111K <0.01% -2,284 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,637 $110K <0.01% -20,128 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 4,603 $109K 0.02% 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,100 $102K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,296 $102K 0.01% -210 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,113 $97.2K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,961 $93.6K <0.01% -1,421 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,561 $84.1K <0.01% -3,776 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,500 $82.7K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,399 $80.3K <0.01% +259 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,268 $77.2K <0.01% -749 13F-HR/A Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,140 $74.2K 0.02% -673 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,079 $72.8K <0.01% -95 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,051 $72K <0.01% +522 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,958 $70K <0.01% +405 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,743 $64.8K 0.04% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,676 $63.2K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,474 $58.5K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,436 $57.6K 0.01% -308 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,419 $57.2K 0.04% -83 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,377 $56.2K <0.01% +1,046 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,876 $47.6K <0.01% +1,020 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,960 $46.3K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,835 $43.4K 0.01% +332 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 1,620 $38.3K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,398 $33K <0.01% +314 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,318 $31.2K <0.01% +610 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,269 $30K <0.01% +1,202 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,000 $23.6K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 753 $17.8K <0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 750 $17.7K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 736 $17.4K <0.01% +87 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 685 $16.2K 0.01% 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 683 $16.1K 0.01% -61 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 667 $15.8K <0.01% +133 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 660 $15.6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 610 $14.4K <0.01% -43 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 576 $13.6K <0.01% +305 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 533 $12.6K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 531 $12K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 500 $11.8K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 453 $10.7K <0.01% -146 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 453 $10.7K <0.01% -19,515 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 450 $10.6K <0.01% -164 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 389 $9.19K <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 381 $9K <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 374 $8.84K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 354 $8.37K <0.01% +36 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 309 $7.32K <0.01% +3 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 301 $7.11K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 300 $7.09K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 284 $6.71K <0.01% +34 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 281 $6.64K <0.01% +175 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 275 $6.5K <0.01% +62 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 265 $6.26K <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 258 $6.1K <0.01% new 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 250 $5.91K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 242 $5.72K <0.01% +62 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 226 $5.34K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 224 $5.29K <0.01% 0 13F-HR Timeline Group MOTCO More: the full row for MOTCO 200 $4.73K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 200 $4.73K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 200 $4.73K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 193 $4.55K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 184 $4.35K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 178 $4.21K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 177 $4.18K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 176 $4.16K <0.01% +150 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 171 $4.04K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 161 $3.89K <0.01% +33 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 147 $3.47K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 131 $3.09K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 130 $3K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 122 $2.88K <0.01% 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 113 $2.67K <0.01% -357 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 112 $2.65K <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 111 $2.62K <0.01% new 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 101 $2.39K <0.01% +1 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 99 $2.34K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 98 $2.31K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 95 $2.25K <0.01% -500 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 93 $2.2K <0.01% -155 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 93 $2.2K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 91 $2.15K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 88 $2.08K <0.01% +64 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 100 $2K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 79 $1.87K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 60 $1.42K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 58 $1.37K <0.01% +26 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 56 $1.32K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 55 $1.29K <0.01% +2 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 51 $1.21K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 50 $1.18K <0.01% -568 13F-HR/A Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 42 $992 <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 37 $874 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 35 $828 <0.01% -74 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 33 $780 <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 33 $780 <0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 30 $709 <0.01% 13F-HR Timeline Trust Co More: the full row for Trust Co 25 $591 <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 25 $587 <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 20 $473 <0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 19 $449 <0.01% new 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 19 $448 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 17 $446 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 18 $426 <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 14 $331 <0.01% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 12 $284 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $284 <0.01% -11 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 11 $260 <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 10 $237 <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 9 $213 <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8 $189 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6 $142 <0.01% -6 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4 $95 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $47 <0.01% new 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 1 $24 <0.01% -7 13F-HR Timeline