Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 14,817 $662K <0.01% -568 13F-HR/A Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 14,775 $660K 0.26% 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) 14,617 $653K 0.02% +9,083 13F-HR Timeline Group Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 14,531 $649K 0.13% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 14,512 $648K <0.01% +6,518 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 14,173 $633K <0.01% +1,146 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 14,081 $629K <0.01% -708 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 13,974 $624K 0.02% -1,115 13F-HR Timeline Group ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 13,835 $618K 0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 13,833 $618K <0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,289 $594K <0.01% -2,985 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 13,201 $590K 0.03% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,133 $587K <0.01% -17,400 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 12,716 $568K <0.01% -1,350 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 12,700 $567K 0.21% 0 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 12,650 $565K <0.01% +5,843 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 11,959 $534K 0.02% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,588 $518K 0.01% +595 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 11,572 $517K 0.06% -682 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 11,423 $510K 0.03% +842 13F-HR Timeline Group CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 11,247 $502K 0.32% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,933 $488K <0.01% +722 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,887 $486K <0.01% +5,762 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 10,600 $474K <0.01% -400 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,443 $466K <0.01% +1,392 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 10,332 $462K 0.01% +23 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 10,231 $457K 0.16% new 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 10,105 $451K 0.13% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 9,841 $440K 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. 9,725 $434K <0.01% -6,481 13F-HR Timeline Group MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 9,693 $433K 0.07% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 9,659 $431K 0.09% -4 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 9,484 $424K 0.02% +116 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 9,129 $408K <0.01% +1,891 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 9,000 $402K 0.25% 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 8,990 $402K 0.02% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 8,934 $399K 0.02% +1,155 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 8,914 $398K 0.02% -124 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 8,858 $395K 0.17% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,688 $388K 0.04% new 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 8,645 $386K <0.01% +2,667 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,551 $382K <0.01% -5,387 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,521 $381K 0.01% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,464 $378K <0.01% -99 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 7,605 $372K 0.01% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 8,301 $371K 0.11% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,193 $366K <0.01% +1,616 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,730 $345K 0.03% -646 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,481 $340K <0.01% +74 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 7,575 $338K 0.12% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 7,538 $337K 0.04% -1,066 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 7,477 $334K <0.01% 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,355 $329K 0.01% +4,211 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 7,310 $327K <0.01% 0 13F-HR/A Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 7,277 $325K <0.01% -3,068 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 7,210 $322K <0.01% -33,767 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,164 $320K <0.01% -1,720 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 7,068 $316K <0.01% +1,536 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,988 $312K <0.01% +29 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,790 $303K 0.01% -1,051 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,761 $302K <0.01% -23 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 6,738 $301K <0.01% new 13F-HR Timeline Group Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 6,644 $297K 0.07% new 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 6,648 $297K 0.02% -500 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 6,584 $294K <0.01% -70 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 6,574 $294K 0.06% +156 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,311 $282K <0.01% +1,500 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 6,300 $281K <0.01% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,249 $279K <0.01% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,874 $262K <0.01% -891 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,817 $260K 0.01% -50 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 5,528 $247K 0.06% new 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 5,500 $246K 0.1% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 5,454 $244K 0.09% new 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 5,355 $239K 0.19% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,278 $236K <0.01% +698 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 5,242 $234K <0.01% -5,242 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 5,239 $234K <0.01% -1,678 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 5,188 $232K <0.01% -38,265 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,093 $228K 0.01% +160 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,079 $227K 0.02% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,895 $219K <0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,818 $215K 0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,771 $213K <0.01% +166 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 4,760 $213K 0.08% 0 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 4,590 $211K 0.11% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,714 $211K <0.01% +22 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,650 $208K <0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,637 $207K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,607 $206K <0.01% -254 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,515 $202K <0.01% -25 13F-HR Timeline Group MOTCO More: the full row for MOTCO 3,950 $176K 0.02% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,843 $172K <0.01% -124 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,715 $166K <0.01% +9 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,456 $151K 0.01% +150 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,378 $151K <0.01% +516 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,904 $130K <0.01% +740 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,724 $123K <0.01% -116 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,617 $117K 0.01% +103 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,365 $106K <0.01% +47 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,117 $94.6K <0.01% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. State of Wyoming More: the full row for State of Wyoming 1,743 $77.9K 0.01% -20 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,473 $72.8K 0.03% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,557 $70K <0.01% -16 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,419 $63.4K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,249 $55.8K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,231 $55K 0.01% +993 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,209 $54K <0.01% +46 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,094 $48.9K <0.01% +51 13F-HR/A Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 1,030 $46K 0.03% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,007 $45K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 976 $43.6K <0.01% +73 13F-HR/A Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 959 $42.8K <0.01% -159 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 931 $41.6K <0.01% +62 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 912 $40.7K <0.01% +229 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 855 $38.2K 0.02% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 847 $37.8K 0.01% +26 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 814 $37K <0.01% +146 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 825 $36.9K 0.01% +429 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 813 $36.3K <0.01% +206 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 574 $29.6K 0.02% +111 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 658 $29.4K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 652 $29.1K <0.01% +359 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 619 $27.7K <0.01% +393 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 505 $22.6K <0.01% +135 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 492 $22K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 479 $21.4K <0.01% +124 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 462 $20.8K <0.01% -19 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 445 $19.9K <0.01% +14 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 401 $17.9K <0.01% +1 13F-HR Timeline Sapience Investments, LLC More: the full row for Sapience Investments, LLC 387 $17.3K 2.24% -11,635 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 358 $16.3K <0.01% 0 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 364 $16K <0.01% -342 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 355 $15.9K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 344 $15.4K <0.01% +14 13F-HR/A Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $13.4K <0.01% -1,600 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 280 $12.5K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 251 $11.2K <0.01% -114 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 202 $9.02K <0.01% +95 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 194 $8.67K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 193 $8.62K <0.01% +8 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 175 $7.82K <0.01% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 162 $7.24K <0.01% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 160 $7.15K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 147 $6.57K <0.01% +35 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 139 $6.2K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 135 $6.03K <0.01% -50 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 144 $6K <0.01% -94 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 129 $5.76K <0.01% +42 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 124 $5.54K <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 117 $5.23K <0.01% new 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 115 $5.14K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 105 $4.69K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 104 $4.65K <0.01% +31 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 103 $4.6K <0.01% +6 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 98 $4.54K <0.01% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 97 $4.35K <0.01% new 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 88 $3.93K <0.01% +15 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 81 $3.62K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 74 $3.31K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 74 $3.31K <0.01% -5,665 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 72 $3.22K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 56 $2.5K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 54 $2.41K <0.01% +34 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 54 $2.41K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 47 $2.1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 45 $2K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 39 $1.76K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 37 $1.65K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 35 $1.56K <0.01% new 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 32 $1.43K <0.01% -362 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 27 $1.21K <0.01% +4 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 26 $1.14K <0.01% -202 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 24 $1.07K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 24 $1.07K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 23 $1.03K <0.01% -3 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 23 $1K <0.01% +11 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 22 $991 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 18 $804 <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 16 $721 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 16 $715 <0.01% +4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $715 <0.01% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 14 $626 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 14 $626 <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 13 $581 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 12 $536 <0.01% +4 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 11 $497 <0.01% 0 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10 $447 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 10 $447 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $313 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7 $312 <0.01% new 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 6 $269 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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