Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 3,096 $225K 0.16% +21 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,058 $223K <0.01% -386 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,983 $217K <0.01% -14,408 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,953 $215K 0.01% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,913 $212K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,900 $211K +60 Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,879 $210K <0.01% -14,881 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,090 $208K 0.11% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,852 $208K <0.01% -647 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,738 $205K 0.1% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 2,821 $205K <0.01% -192 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,769 $202K 0.04% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,642 $120K 0.01% +449 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,633 $119K 0.01% +982 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,593 $116K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,464 $107K <0.01% +206 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,438 $105K <0.01% -2,000 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,367 $99.5K 0.01% new 13F-HR/A Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,171 $85.3K 0.01% -606 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,033 $78.2K <0.01% -12 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,070 $77.9K <0.01% +105 13F-HR/A Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 833 $60.7K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 696 $50.7K 0.01% +691 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 687 $50K <0.01% -134 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 625 $45.5K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 575 $42K <0.01% +253 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 540 $39.3K <0.01% +246 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 492 $35.8K <0.01% +295 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 470 $34.2K <0.01% -12 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 378 $27.5K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 367 $26.9K <0.01% +267 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 365 $26.6K <0.01% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 321 $23.4K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 308 $22.4K <0.01% -699 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 306 $22.3K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $21.8K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 300 $21.8K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 278 $20.2K <0.01% +22 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 285 $20K <0.01% 0 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. 265 $19K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 224 $16.3K <0.01% -18 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 219 $16K <0.01% -7 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 211 $15K <0.01% +13 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 201 $14.6K <0.01% -92 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 159 $11.6K <0.01% +68 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 150 $10.9K <0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 142 $10.3K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 141 $10.3K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 136 $9.9K <0.01% -301 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 134 $9.76K 0.01% +55 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 130 $9.47K <0.01% +40 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 123 $8.96K <0.01% +36 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 117 $8.52K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 117 $8.52K <0.01% -11,277 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 114 $8.3K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 100 $7.97K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 109 $7.97K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 107 $7.79K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 100 $7.28K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 100 $7.28K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 100 $7.28K <0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 99 $7.21K <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 103 $7K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 90 $6.55K <0.01% +10 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 88 $6K <0.01% +76 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 67 $5.41K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 68 $4.95K <0.01% +39 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 67 $4.88K <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 62 $4.51K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 58 $4.22K <0.01% -115 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 58 $4.22K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 57 $4.15K <0.01% -1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 55 $4K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 53 $3.86K <0.01% -25 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 49 $3.57K <0.01% +10 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 47 $3.42K <0.01% 0 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 46 $3.35K <0.01% -3 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 41 $2.99K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 39 $2.89K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 36 $2.62K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 36 $2.62K <0.01% -43 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 35 $2.55K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 31 $2.26K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 31 $2.26K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 31 $2.26K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 23 $1.68K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20 $1.46K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $1.17K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 15 $1.09K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 10 $1K <0.01% +4 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 12 $874 <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 12 $874 <0.01% +6 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 9 $656 <0.01% +5 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 9 $655 <0.01% +2 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 7 $534 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7 $510 <0.01% -7 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6 $437 <0.01% new 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5 $365 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $365 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $364 <0.01% +3 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5 $364 <0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4 $291 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $291 <0.01% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $219 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $146 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $73 <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2 $0 0% -6 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.