CHOREO, LLC More: the full row for CHOREO, LLC 1,537 $319K <0.01% +23 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,508 $313K 0.01% +14 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,504 $312K <0.01% +4 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 1,495 $310K 0.02% new 13F-HR Timeline TOBAM More: the full row for TOBAM 1,087 $309K 0.08% +1,049 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,467 $304K 0.09% 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,460 $303K 0.06% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,450 $301K 0.02% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 1,438 $298K <0.01% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,438 $298K 0.12% +345 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,437 $298K 0.03% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,415 $293K 0.02% -13 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,415 $293K 0.11% +150 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,414 $293K <0.01% 0 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,391 $288K <0.01% -10,192 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 1,027 $288K 0.23% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,384 $287K <0.01% -144 13F-HR/A Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,037 $281K 0.06% -948 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,349 $280K <0.01% new 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,340 $278K 0.09% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,337 $277K 0.1% +1,112 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 1,326 $275K 0.15% 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,325 $275K 0.02% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,323 $274K 0.12% +120 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,307 $271K 0.18% +1,274 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,273 $264K <0.01% +21 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,267 $263K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,254 $260K 0.01% +235 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,238 $257K 0.04% new 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,218 $252K 0.02% -198 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,212 $251K <0.01% new 13F-HR Timeline Group Arnhold LLC More: the full row for Arnhold LLC 1,200 $249K 0.02% 0 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 1,200 $249K 0.18% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,199 $249K <0.01% +228 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,196 $248K 0.02% -1,782 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,196 $248K 0.66% -282 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,180 $245K <0.01% 0 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 1,159 $240K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,155 $239K 0.01% +5 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,151 $239K <0.01% +9 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,145 $237K <0.01% new 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 1,143 $237K 0.02% -77 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 1,143 $237K 0.02% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,142 $237K <0.01% -27 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,136 $236K 0.01% +274 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,119 $232K 0.01% -202 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,011 $231K 0.03% -2 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,113 $231K 0.23% 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,100 $228K 0.03% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,066 $221K 0.02% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,065 $221K 0.05% -300 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,039 $215K 0.01% -35 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,038 $215K 0.02% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,030 $213K 0.08% -941 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,024 $212K <0.01% -13 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,015 $210K 0.01% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,009 $209K <0.01% 0 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 1,006 $209K 0.12% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,000 $207K 0.01% 13F-HR Timeline Group LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 1,000 $207K 0.02% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 993 $206K <0.01% -48 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 975 $202K <0.01% +2 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 971 $201K <0.01% +94 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 954 $198K <0.01% +42 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 953 $198K <0.01% +71 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 900 $187K <0.01% +400 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 900 $187K <0.01% -15,000 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 890 $185K <0.01% -167 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 862 $179K <0.01% +215 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 835 $173K 0.01% -88 13F-HR Timeline Quarry LP More: the full row for Quarry LP 780 $162K 0.03% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 775 $161K 0.01% new 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 757 $157K 0.08% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 756 $157K <0.01% +341 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 721 $146K 0.06% -180 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 700 $145K 0.1% -265 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 525 $141K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 663 $137K <0.01% +40 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 660 $137K <0.01% -8 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 655 $136K 0.07% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 640 $133K 0.03% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 597 $124K <0.01% +595 13F-HR/A Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 508 $105K 0.01% +75 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 480 $99.5K 0.01% -15 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 472 $97.7K <0.01% -3 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 471 $97.7K <0.01% +19 13F-HR Timeline MSRH, LLC More: the full row for MSRH, LLC 471 $97.6K 0.11% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 426 $88.3K <0.01% +15 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 391 $81K <0.01% -14 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 388 $80.4K 0.02% new 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 386 $80K <0.01% +95 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 385 $79.8K 0.03% +218 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 376 $77.9K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 375 $77.8K <0.01% new 13F-HR/A Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 360 $74.6K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 356 $73.8K 0.02% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 355 $73.6K <0.01% -246 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 340 $70.5K 0.05% new 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 329 $68.2K 0.08% 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 $67.4K <0.01% 0 13F-HR Timeline Group WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 318 $65.9K 0.05% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 316 $65.8K <0.01% +66 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 312 $64.7K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 306 $63K <0.01% 0 13F-HR/A Timeline Group KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 300 $62.2K 0.02% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 300 $62.2K 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) 289 $59.9K <0.01% -7,001 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 272 $56.4K <0.01% +21 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 255 $52.9K 0.01% -34 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 250 $51.8K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 250 $51.8K <0.01% 0 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 250 $51.8K 0.01% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 247 $51.2K 0.01% 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 246 $51K 0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 225 $46.6K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 199 $41.2K <0.01% +1 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 194 $40.2K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 177 $36.7K 0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 176 $36.5K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 175 $36.3K 0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 175 $36.3K <0.01% 0 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 174 $36.1K 0.03% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 166 $34.4K <0.01% -39 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 162 $33.6K 0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 155 $32.1K <0.01% +5 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 138 $28.6K <0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 132 $27.4K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 125 $25.9K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 122 $25.3K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 121 $25.1K <0.01% +64 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 115 $23.8K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 113 $23.4K <0.01% -39 13F-HR Timeline Group Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 106 $21.9K 0.01% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 100 $21K <0.01% 0 13F-HR Timeline Group Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 93 $19.4K 0.01% new 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 93 $19.3K <0.01% 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 83 $17.2K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 82 $17K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 77 $16K <0.01% -10 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 76 $15.8K <0.01% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 71 $14.7K <0.01% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 65 $13.5K <0.01% 0 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 61 $13K <0.01% +23 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 61 $12.6K 0.01% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 60 $12.4K 0.01% -40 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 57 $11.8K <0.01% +13 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 57 $11.7K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 54 $11.2K <0.01% +10 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 50 $10.4K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 50 $10.4K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 50 $10.4K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 50 $10.4K <0.01% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 50 $10.4K <0.01% 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 47 $9.74K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 45 $9.33K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 44 $9.12K <0.01% +14 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 41 $8.5K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 30 $7.31K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 35 $7.25K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 35 $7.25K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 34 $7.05K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 33 $6.77K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 30 $6.22K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 29 $6.01K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 22 $5.89K <0.01% +6 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 26 $5.39K <0.01% -1 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 25 $5.18K <0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 23 $4.67K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 22 $4.56K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 20 $4.15K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 20 $4.15K <0.01% -20 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 19 $3.94K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 19 $3.94K <0.01% +3 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 19 $3.94K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 14 $2.9K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 14 $2.9K <0.01% 13F-HR/A Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 12 $2.49K <0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 11 $2.28K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 10 $2.09K <0.01% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 10 $2.07K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 10 $2.07K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10 $2.07K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 10 $2.07K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 12 $2K <0.01% -534 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $1.9K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 6 $1.24K <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 6 $1.24K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 6 $1.16K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3 $1K <0.01% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4 $819 <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3 $622 <0.01% new 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3 $622 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2 $415 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $415 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2 $412 <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -4,720 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.