Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,860 $489K 0.01% +889 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 8,733 $482K 0.01% +197 13F-HR/A Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 8,700 $480K 0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8,690 $480K 0.01% +591 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,685 $479K 0.01% -384 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) 8,671 $479K 0.01% +5,604 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 8,658 $478K -4,536 Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 8,636 $477K 0.02% -7,695 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,519 $470K <0.01% +563 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 8,480 $468K 0.25% -350 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,401 $464K <0.01% +208 13F-HR Timeline Group Fractal Investments LLC More: the full row for Fractal Investments LLC 8,400 $464K 0.06% new 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 8,349 $461K 0.06% -937 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 8,200 $460K 0.03% 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 8,277 $457K 0.11% -37 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 8,225 $454K 0.01% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,126 $449K <0.01% new 13F-HR Timeline Group Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 7,953 $439K 0.39% +105 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,941 $438K <0.01% -271 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,772 $429K 0.01% -1,320 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 7,750 $428K 0.03% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,743 $427K 0.06% new 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 7,731 $427K 0.03% 0 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 7,684 $425K 0.01% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 7,606 $420K 0.05% -125 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 7,599 $420K <0.01% -175,519 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 7,592 $419K 0.03% new 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 7,571 $418K <0.01% 13F-HR/A Timeline Group Vestcor Inc More: the full row for Vestcor Inc 7,488 $413K 0.01% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 7,416 $409K 0.04% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,262 $401K 0.01% +2,592 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 7,125 $400K 0.01% -553 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 7,233 $399K 0.02% -1,157 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,922 $382K <0.01% +2,065 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,855 $378K <0.01% +901 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 6,824 $377K 0.01% +1,800 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,724 $371K 0.02% +2,614 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,721 $371K 0.02% +130 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,567 $366K <0.01% -20,138 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 6,588 $364K 0.06% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,546 $361K 0.01% -1,047 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 6,348 $350K 0.02% new 13F-HR/A Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 6,268 $346K 0.01% +512 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 6,226 $344K 0.17% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,160 $340K <0.01% +117 13F-HR Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 5,952 $329K 0.06% +58 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 5,946 $328K 0.02% -987 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,899 $326K <0.01% +116 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 5,890 $325K 0.01% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,884 $325K <0.01% -50 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 5,753 $318K 0.03% -221 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,744 $317K <0.01% -29 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,534 $306K 0.02% +252 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,475 $302K 0.01% -97 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 5,436 $300K <0.01% -46,368 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 5,411 $299K 0.26% +77 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,395 $298K 0.01% +908 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,380 $297K 0.01% -10 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,367 $296K 0.02% -16 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,274 $291K 0.02% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,260 $290K 0.04% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 5,253 $290K 0.03% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,205 $287K <0.01% -6,410 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,155 $285K 0.02% 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5,117 $283K 0.12% -324 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,087 $281K <0.01% -167 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 5,038 $278K 0.13% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,994 $276K 0.11% -314 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,993 $276K <0.01% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,961 $274K 0.01% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,784 $268K 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 4,829 $267K <0.01% +1,693 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,734 $265K <0.01% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 4,753 $262K <0.01% -1,951 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,749 $262K <0.01% +598 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,726 $261K <0.01% new 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,713 $260K <0.01% +81 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,710 $260K 0.01% +1,017 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 4,600 $254K <0.01% 0 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,580 $253K 0.02% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,542 $251K 0.2% -30 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,983 $250K <0.01% +406 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 4,504 $249K 0.04% -3,225 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,473 $247K 0.01% +23 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 4,470 $247K 0.04% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,444 $245K 0.01% +77 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,420 $244K 0.06% +40 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 4,388 $242K 0.2% 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 4,350 $240K 0.01% 0 13F-HR/A Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 4,347 $240K 0.04% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,344 $240K 0.03% -10 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 4,304 $238K 0.1% +304 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,286 $237K <0.01% -641 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 4,233 $234K <0.01% -3,231 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,187 $231K <0.01% -34,584 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,136 $228K -464 Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 4,105 $227K 0.03% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,084 $225K <0.01% -892 13F-HR Timeline Group Woodline Partners LP More: the full row for Woodline Partners LP 4,068 $225K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,060 $224K <0.01% -219 13F-HR Timeline Group SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,053 $224K 0.13% +90 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,044 $223K 0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,037 $223K <0.01% +89 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,034 $223K 0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,022 $222K <0.01% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,952 $218K 0.01% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,936 $217K new Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,935 $217K <0.01% +344 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,920 $216K 0.01% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,919 $216K 0.03% -518 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,911 $216K <0.01% -27 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,796 $213K 0.01% +725 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,843 $212K 0.03% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,841 $212K 0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,835 $212K 0.01% -5,174 13F-HR/A Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,832 $212K <0.01% -926 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. 3,800 $210K 0.01% new 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,801 $210K 0.01% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,795 $210K 0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,784 $209K 0.09% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,766 $208K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,761 $208K 0.02% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,753 $207K <0.01% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,753 $207K 0.03% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,735 $206K 0.02% new 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 3,724 $206K 0.01% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,703 $204K 0.01% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,648 $201K <0.01% -2,306 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,603 $199K <0.01% -1,050 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,253 $180K 0.06% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 3,200 $177K 0.17% +300 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 2,721 $150K 0.13% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,514 $141K 0.01% +294 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,516 $139K 0.01% +291 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,270 $125K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,216 $122K 0.09% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,061 $114K 0.01% -177 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2,039 $113K 0.06% +274 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,032 $112K <0.01% -20 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,008 $111K <0.01% -453 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,941 $107K 0.01% -18,319 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,830 $101K 0.03% -20 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,823 $101K <0.01% -536 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,786 $98.6K 0.03% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,764 $97.4K <0.01% -998 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,580 $87.2K 0.01% 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,560 $86.1K <0.01% -851 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,507 $83.2K 0.01% -493 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,603 $82.2K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,458 $80.5K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,428 $78.8K 0.01% +408 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,416 $78.2K <0.01% -57 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,406 $77.6K <0.01% -2,568 13F-HR Timeline Group Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,331 $73.5K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,304 $72K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,301 $71.9K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,290 $71.2K <0.01% -322 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,192 $65.8K <0.01% +430 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,191 $65.8K 0.01% +89 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,165 $64.3K 0.01% +138 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,164 $64.3K 0.01% +21 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,157 $63.9K <0.01% +423 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,127 $62.2K 0.03% +40 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,113 $61.4K <0.01% +189 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 1,051 $58K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,046 $57.8K <0.01% +39 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,010 $55.8K 0.01% +2 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,001 $55.2K <0.01% -64 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,000 $55.2K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,000 $55.2K 0.03% +55 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 985 $54.4K <0.01% -260 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 974 $53.8K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 953 $52.6K 0.01% +219 13F-HR Timeline MOTCO More: the full row for MOTCO 944 $52.1K <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 939 $51.8K <0.01% +67 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 928 $51.2K 0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 879 $48.5K 0.03% -850 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 854 $47.1K 0.01% -9 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 845 $47K <0.01% +506 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dorato Capital Management More: the full row for Dorato Capital Management 806 $44.9K 0.03% 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 804 $44.4K 0.02% 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 782 $43.2K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 792 $43K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 767 $42.3K <0.01% +26 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 750 $41.4K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 711 $39.3K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 711 $39.3K <0.01% +33 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 708 $39.1K <0.01% +137 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 706 $39K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 677 $37.4K <0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 676 $37.3K <0.01% -1,016 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 674 $37K 0.02% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 667 $36.8K 0.01% -1,115 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 650 $35.9K 0.03% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 635 $35.1K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 625 $34.5K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 553 $30.5K <0.01% +168 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 530 $29.3K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 527 $29.1K 0.02% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 505 $27.9K <0.01% 0 13F-HR Timeline