Creative Planning in group Creative Planning More: the full row for Creative Planning 7,659 $493K <0.01% +698 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,648 $492K <0.01% +534 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,648 $492K <0.01% +12 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,405 $477K 0.01% +2,870 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,019 $452K 0.05% +515 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 7,005 $451K 0.01% 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,951 $448K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6,882 $443K 0.05% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,802 $435K <0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,709 $432K 0.03% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,830 $387K 0.2% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,980 $385K 0.12% +464 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 5,902 $380K 0.04% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,730 $369K 0.01% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 5,699 $367K +943 Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,668 $365K <0.01% -17,601 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 5,649 $364K 0.06% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,561 $358K 0.01% new 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,520 $355K 0.03% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,450 $351K <0.01% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,196 $335K 0.02% -272 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,172 $333K 0.01% -5,998 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,161 $332K 0.02% -486 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,153 $332K 0.01% +320 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,139 $331K 0.11% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,137 $331K 0.05% +249 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,000 $322K <0.01% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,842 $312K 0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,719 $311K 0.01% +1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,795 $309K 0.05% -13,848 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 4,754 $306K 0.13% +828 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,724 $304K 0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,680 $301K <0.01% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,586 $295K 0.01% +615 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,248 $291K 0.14% +101 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 4,497 $290K 0.3% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,477 $288K 0.01% +30 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,448 $286K 0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,381 $282K <0.01% -206 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,375 $282K 0.01% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,300 $277K 0.02% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,300 $277K 0.01% +4 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,214 $271K 0.01% -668 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,203 $271K <0.01% +83 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 4,127 $266K 0.08% 0 13F-HR Timeline Group Eddie Patel Inc More: the full row for Eddie Patel Inc 4,069 $262K 0.2% 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,060 $261K 0.01% new 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,000 $258K 0.06% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,927 $253K 0.01% +12 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 3,897 $251K <0.01% new 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 3,890 $250K 0.04% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,887 $250K 0.01% new 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 3,875 $250K 0.11% +220 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 3,800 $245K 0.04% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,790 $244K 0.06% -300 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,580 $241K 0.05% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,731 $240K 0.01% +394 13F-HR Timeline Group OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 4,873 $237K 0.06% 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,600 $232K 0.06% -133 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,480 $224K 0.04% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 3,460 $223K <0.01% -11,000 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,430 $221K 0.07% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 3,416 $220K 0.18% +25 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,406 $219K <0.01% +2,766 13F-HR Timeline Group SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 3,411 $219K 0.08% new 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 3,352 $216K 0.19% 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,260 $210K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,200 $206K 0.14% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 3,180 $205K 0.04% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,150 $203K 0.02% new 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,112 $200K 0.03% -385 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,860 $184K 0.06% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,798 $180K <0.01% +623 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,389 $154K <0.01% +694 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,247 $145K <0.01% 0 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 2,145 $138K <0.01% -1,801 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,099 $135K <0.01% +328 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,022 $130K <0.01% -24 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 2,000 $129K 0.03% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,848 $119K 0.02% -50 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 1,771 $114K 0.13% +14 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,769 $114K 0.01% +78 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,755 $113K <0.01% +155 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,380 $88.9K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,180 $76K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,130 $72.8K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 954 $61K <0.01% +941 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 951 $61K <0.01% +799 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 788 $50.7K 0.02% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 716 $46.2K <0.01% -108 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 705 $45.4K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 700 $45.1K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 665 $42.8K 0.02% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 613 $39.5K 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 600 $38.8K <0.01% 0 13F-HR Timeline Group Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 590 $38K 0.04% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 538 $35K <0.01% -15,211 13F-HR/A Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 493 $31.7K 0.02% +74 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 471 $30.3K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 453 $29.2K <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 448 $28.9K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 421 $27.1K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 412 $26.5K <0.01% +1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 400 $25.8K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 345 $22.2K <0.01% 0 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 331 $21.3K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 325 $20.9K <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 302 $19.5K 0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 300 $19.3K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 300 $19.3K <0.01% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 297 $19.1K 0.05% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 300 $19K 0.02% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 291 $18.7K <0.01% +69 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 280 $18K <0.01% +74 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 270 $17.4K <0.01% -605 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 252 $16.2K <0.01% +2 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 238 $15.3K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 237 $15.3K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 233 $15K <0.01% +54 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 212 $14.1K <0.01% +122 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 212 $13.7K <0.01% +2 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 175 $11.3K 0.01% +1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 170 $10.9K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 162 $10.4K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 155 $9.98K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 132 $8.5K <0.01% 0 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 123 $7.92K 0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 116 $7.47K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 115 $7.41K <0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 75 $4.83K <0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 307 $4.77K 0.09% -4,459 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 66 $4.25K <0.01% 0 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) 61 $3.93K <0.01% +16 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 60 $3.86K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 53 $3.41K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 47 $3.03K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 44 $2.83K <0.01% +24 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 32 $2.06K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 26 $1.66K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 25 $1.65K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 18 $1.16K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 17 $1.1K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 14 $902 <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 14 $901 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 12 $794 <0.01% -35 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 11 $709 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3 $194 <0.01% -7 13F-HR Timeline