Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,397 $534K 0.07% -1,166 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 6,287 $525K 0.58% -45 13F-HR Timeline 111 Capital More: the full row for 111 Capital 6,209 $519K 0.1% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,198 $518K 0.01% +1,666 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 6,144 $513K 0.01% -232 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 6,104 $510K 0.08% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,997 $501K 0.17% +1,579 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 5,977 $499K 0.16% 0 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 5,976 $499K <0.01% +32 13F-HR/A Timeline Group Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 5,940 $496K <0.01% new 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,935 $496K 0.01% +55 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,881 $491K <0.01% -353 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,870 $490K 0.14% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,789 $483K <0.01% 0 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 5,780 $483K 0.25% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,765 $481K 0.04% -9,677 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 5,654 $472K 0.24% +210 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,635 $471K 0.06% +1,089 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 5,488 $458K 0.01% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,420 $453K 0.12% -119 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 5,417 $452K 0.14% 0 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 5,377 $449K 0.02% +547 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 6,042 $447K <0.01% -2,088 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 5,340 $446K <0.01% +524 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 5,338 $446K <0.01% +129 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,330 $445K 0.02% +2,044 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 5,300 $443K 0.17% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 5,206 $435K 0.06% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,105 $426K 0.01% -5,299 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,063 $423K 0.01% +252 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 4,982 $416K 0.03% +104 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,992 $416K <0.01% +2,991 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,966 $415K <0.01% -664 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,907 $410K <0.01% +71 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,860 $406K 0.05% 0 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 4,838 $404K <0.01% -3,326 13F-HR Timeline Group S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,830 $403K 0.08% 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,829 $403K 0.11% +46 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,820 $403K <0.01% -1,567 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) 4,820 $403K 0.01% -4,666 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,792 $400K 0.03% +603 13F-HR/A Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 4,735 $395K 0.01% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,670 $390K 0.02% +292 13F-HR Timeline Rakuten Investment Management, Inc. More: the full row for Rakuten Investment Management, Inc. 4,659 $389K <0.01% 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 4,650 $388K 0.12% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 4,600 $384K 0.04% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,585 $383K <0.01% -9,963 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 4,585 $383K <0.01% -9,963 13F-HR/A Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4,578 $382K 0.09% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,550 $380K 0.11% -600 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,495 $375K 0.04% -10,056 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,606 $375K 0.01% +430 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,485 $375K 0.01% -2,274 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,473 $374K 0.01% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,416 $369K 0.17% 0 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 4,423 $369K <0.01% -1,200 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 4,404 $368K 0.04% +786 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,389 $367K 0.01% -36 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,311 $360K 0.07% +14 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,221 $352K <0.01% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,213 $352K 0.01% new 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 4,191 $350K 0.02% -500 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 4,115 $344K 0.06% -154,445 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,980 $336K 0.19% +6 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,930 $328K 0.21% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,887 $325K 0.01% -133 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,843 $321K 0.02% +202 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 3,842 $321K 0.03% 0 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,829 $320K 0.09% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,821 $319K 0.01% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 3,796 $317K 0.14% new 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 3,756 $314K 0.03% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,736 $312K <0.01% -35 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 3,699 $309K 0.03% +1,092 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,670 $306K 0.01% -1,130 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 3,625 $303K 0.03% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,612 $302K <0.01% +54 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,590 $300K 0.02% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,560 $297K 0.05% +200 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,522 $294K 0.03% +11 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,494 $292K 0.08% -52 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,490 $291K <0.01% +85 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,475 $290K 0.1% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,467 $290K 0.01% +13 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,471 $290K 0.01% +223 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 3,468 $290K 0.09% +281 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 3,424 $286K 0.01% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 3,424 $286K 0.1% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,417 $285K 0.01% 0 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 3,387 $283K 0.33% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,347 $282K 0.02% new 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,336 $279K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,311 $277K 0.01% -52 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,303 $276K 0.01% -4,100 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3,292 $275K 0.05% 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,290 $275K 0.01% -86 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,280 $274K <0.01% new 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,239 $270K 0.01% -2,683 13F-HR Timeline Group Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 3,195 $270K 0.09% 0 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 3,200 $267K <0.01% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,190 $266K 0.14% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,138 $262K 0.12% -314 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,135 $262K <0.01% +238 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 3,104 $259K 0.04% +3 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,000 $251K 0.09% 0 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 3,000 $251K 0.12% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,040 $249K 0.22% +20 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,023 $246K 0.01% -150 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,941 $246K <0.01% +77 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,940 $246K 0.02% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,935 $245K 0.08% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,908 $243K <0.01% +1,221 13F-HR Timeline Group Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 2,894 $242K <0.01% -963 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,888 $241K <0.01% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,886 $241K 0.01% +225 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,859 $239K 0.02% -5,588 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,767 $231K 0.01% +9 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,759 $230K 0.06% +12 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,700 $225K <0.01% -12,306 13F-HR/A Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,637 $220K <0.01% -135 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,696 $219K 0.09% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,599 $217K <0.01% +111 13F-HR Timeline Group ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 2,588 $216K 0.09% +112 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,579 $215K 0.03% +162 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,579 $215K 0.01% -21 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,538 $212K 0.02% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,517 $210K 0.02% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,518 $210K 0.14% +52 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,511 $210K <0.01% +1,101 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,513 $210K 0.01% new 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 2,483 $207K 0.06% +27 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,473 $207K <0.01% -6 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,449 $205K 0.01% -333 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,439 $204K 0.01% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,439 $204K 0.04% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,400 $200K 0.04% 0 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 2,397 $200K 0.12% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,190 $183K 0.06% +300 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,135 $178K 0.01% -300 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,996 $174K 0.03% new 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 2,072 $173K <0.01% -47,761 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,940 $162K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,845 $154K <0.01% +889 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,828 $153K 0.02% +6 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,813 $151K 0.01% +979 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 1,679 $140K <0.01% 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,603 $133K <0.01% -1,382 13F-HR Timeline Group Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,566 $131K 0.2% -279 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,240 $104K <0.01% -17,365 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,150 $96K 0.07% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,135 $94.8K <0.01% -449 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,066 $89K <0.01% -13,199 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,061 $88.6K <0.01% +1,015 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,057 $88.3K 0.01% +321 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 993 $82.9K <0.01% -11 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 950 $79K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 933 $77.9K <0.01% -295 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 932 $77.8K 0.02% +448 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 927 $77.4K <0.01% +31 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 916 $76.4K 0.01% +29 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 900 $75.2K 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 895 $74.7K <0.01% +35 13F-HR Timeline Group Legacies Wealth LLC More: the full row for Legacies Wealth LLC 842 $70.3K 0.05% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 806 $67K <0.01% +36 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 793 $66.2K <0.01% -258 13F-HR Timeline National Pension Service More: the full row for National Pension Service 699 $58.4K <0.01% +299 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 679 $56.7K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 675 $56.4K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 674 $56.3K <0.01% -36 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 615 $52K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 554 $46.2K 0.02% +1 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 465 $42.9K 0.03% +24 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 501 $41.8K <0.01% -16 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 491 $41K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 486 $40.6K 0.04% -244 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 465 $37.4K <0.01% -5 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 398 $33.2K <0.01% +65 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 378 $31.6K 0.01% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 372 $31.1K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 352 $29.4K <0.01% +115 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 340 $28.4K <0.01% +67 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 335 $28K <0.01% -530 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 318 $26.6K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 301 $25.1K <0.01% 0 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 266 $22.2K <0.01% -85 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 269 $22K <0.01% -23 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 263 $22K 0.01% -146 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 256 $21K <0.01% +154 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 250 $20.9K <0.01% -14 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 241 $20K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 237 $19.8K <0.01% +27 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 224 $18.7K 0.02% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 222 $18.5K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 208 $17.4K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 206 $17.2K 0.01% +26 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 204 $17K <0.01% +177 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 194 $16.2K <0.01% +101 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 186 $15.5K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 184 $15.4K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 183 $15.3K <0.01% -132 13F-HR Timeline