Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,674 $320K 0.01% +103 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,436 $320K <0.01% new 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,437 $319K 0.03% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,428 $318K 0.02% +13 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,416 $316K 0.03% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,414 $315K <0.01% 0 13F-HR Timeline Group Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,400 $312K 0.18% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,387 $309K <0.01% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,365 $304K 0.07% -225 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,325 $295K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,321 $294K 0.01% -50 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,267 $282K 0.01% +2 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,265 $282K 0.09% +145 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,252 $279K <0.01% -5 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,229 $274K 0.05% new 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 1,220 $272K 0.03% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,203 $268K 0.12% new 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 1,200 $267K 0.02% new 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 1,200 $267K 0.2% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,190 $265K 0.01% new 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,180 $263K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,169 $260K <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 1,159 $258K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,150 $256K 0.01% -100 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,142 $255K <0.01% -128 13F-HR Timeline Group FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,358 $253K 0.11% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,093 $244K 0.11% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,074 $239K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,057 $236K 0.01% -58 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,057 $236K <0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,041 $232K <0.01% -235 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,038 $231K 0.02% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,037 $231K 0.01% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,036 $231K 0.03% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,023 $228K 0.06% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,019 $227K 0.01% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,015 $226K 0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,009 $225K <0.01% new 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 1,006 $224K 0.15% 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 1,000 $223K 0.02% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,000 $223K <0.01% -53,835 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,000 $223K 0.02% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 997 $222K <0.01% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 993 $221K <0.01% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 989 $220K 0.06% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 973 $217K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 971 $216K <0.01% -2 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 965 $215K 0.14% -197 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 959 $214K 0.02% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,013 $212K 0.03% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 947 $211K <0.01% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 942 $210K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 923 $206K <0.01% +523 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 912 $203K <0.01% +6 13F-HR Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 924 $202K <0.01% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 905 $202K 0.06% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 898 $200K 0.12% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 882 $197K <0.01% -30 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 877 $195K <0.01% -252 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 901 $195K 0.07% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 870 $194K 0.09% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 862 $192K 0.01% +3 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 757 $169K 0.09% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 668 $149K <0.01% -414 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 655 $146K 0.08% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 647 $144K <0.01% -122 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 640 $143K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 623 $139K <0.01% +14 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 601 $134K <0.01% +400 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 574 $127K 0.01% -6,460 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 557 $124K 0.03% new 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 546 $121K <0.01% +531 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 500 $111K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 495 $110K 0.02% -18 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 475 $106K <0.01% +56 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 452 $101K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 525 $98.1K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 433 $96.5K 0.01% +71 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 415 $92.5K <0.01% +2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 411 $91.6K 0.01% -10 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 406 $90.5K 0.01% -2 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 405 $90.3K <0.01% -1,517 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 376 $83.8K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 360 $80.2K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 351 $78.1K <0.01% -1,753 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 349 $77.8K <0.01% new 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 325 $72.4K <0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 306 $68K <0.01% 0 13F-HR Timeline Group KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 300 $66.9K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 291 $64.9K <0.01% +26 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 289 $64.4K 0.01% +19 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 251 $56K <0.01% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 250 $55.7K <0.01% +150 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 250 $55.7K 0.01% +25 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 250 $55.7K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 250 $54.8K <0.01% +54 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 225 $50.2K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 225 $50.1K 0.1% -2,685 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 205 $45.7K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 198 $44.1K <0.01% -30 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 194 $43.2K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 181 $40.3K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 177 $39.5K 0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 176 $39.2K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 175 $39K <0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 172 $38.3K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 167 $37.2K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 152 $33.9K <0.01% +40 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 150 $33.4K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 132 $29.4K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 125 $27.9K 0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 100 $22.4K 0.01% -83 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 100 $22K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 87 $19.4K <0.01% -329 13F-HR Timeline CX Institutional More: the full row for CX Institutional 82 $18K <0.01% -50 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 77 $17.1K <0.01% -17,113 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 65 $14.5K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 57 $12.7K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 57 $12.6K <0.01% -3 13F-HR Timeline TOBAM More: the full row for TOBAM 38 $12K <0.01% -341 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 50 $11.1K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 50 $11.1K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 47 $10.5K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 45 $10K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 44 $9.81K <0.01% +6 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 44 $9.78K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 41 $9.14K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 40 $8.92K <0.01% +20 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 38 $8K <0.01% new 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 35 $7.8K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 34 $7.58K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 33 $7.36K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 30 $6.69K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 30 $6.69K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 30 $6.11K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 27 $6.02K <0.01% +19 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 25 $5.57K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 24 $5.35K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 23 $5.02K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 19 $4.24K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 19 $4.24K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 17 $3.79K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 16 $3.57K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 14 $3.12K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 16 $3.02K <0.01% +2 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 11 $2.45K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 10 $2.23K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10 $2.23K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $1.79K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 6 $1.34K <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 6 $1.34K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5 $1.11K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4 $880 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3 $669 <0.01% +2 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2 $529 <0.01% new 13F-HR/A Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1 $223 <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1 $223 <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.