CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 33,921 $297K <0.01% -16,438 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 33,602 $294K <0.01% +18,398 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 32,652 $286K <0.01% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 32,331 $283K <0.01% -162 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 31,500 $276K 0.12% 0 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 30,150 $264K <0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 30,044 $263K <0.01% -29,139 13F-HR Timeline Group Aequim Alternative Investments LP More: the full row for Aequim Alternative Investments LP 30,000 $263K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 29,640 $260K <0.01% +6,500 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 29,242 $256K 0.01% +4,161 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 29,166 $255K <0.01% +1,024 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 29,165 $255K 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) 29,107 $255K 0.01% -4,945 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 28,840 $253K <0.01% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 28,654 $251K <0.01% +10,505 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 28,354 $248K <0.01% +13,042 13F-HR/A Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 28,012 $245K 0.1% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 26,264 $230K <0.01% new 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 26,060 $228K 0.03% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 25,629 $225K <0.01% -2,622 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 25,519 $224K 0.05% +3,505 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 25,257 $221K 0.05% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 24,573 $215K 0.05% +10,130 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 24,330 $213K 0.09% -852 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 23,911 $209K 0.02% -86,311 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 23,427 $205K <0.01% -9,052 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 22,793 $204K 0.02% -800 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 22,227 $195K 0.03% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,101 $194K <0.01% -197 13F-HR Timeline Group VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 22,000 $193K 0.05% +10,000 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 21,022 $184K 0.06% 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 20,532 $184K 0.01% +7,014 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 20,854 $183K 0.01% -569 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 20,117 $176K 0.02% new 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 19,752 $173K <0.01% -2,477,092 13F-HR/A Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 19,573 $171K new Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 18,732 $164K <0.01% +5,533 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 18,378 $164K <0.01% -24,863 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 18,054 $158K <0.01% -4,739 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 17,300 $152K 0.02% -1,000 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 16,989 $149K 0.11% +8,308 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 16,865 $148K <0.01% -6,896 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 16,837 $147K <0.01% -1,641 13F-HR/A Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 16,459 $147K <0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,512 $145K <0.01% +4,811 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 16,326 $143K 0.01% -516 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 16,309 $143K <0.01% -6,512 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 15,913 $139K <0.01% -2,179 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 15,610 $137K 0.07% 0 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 15,587 $137K 0.05% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 15,423 $136K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 15,442 $135K <0.01% new 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 15,133 $133K <0.01% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 15,009 $131K <0.01% -1,254 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 14,769 $129K <0.01% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 14,638 $128K <0.01% -4,322 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 14,055 $123K 0.02% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 14,033 $123K 0.04% +2,833 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,800 $121K 0.01% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 12,981 $114K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,700 $114K <0.01% -135 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 12,617 $111K <0.01% +604 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,614 $110K <0.01% +228 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 12,572 $110K <0.01% -8,823 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 12,493 $109K 0.02% -8,922 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 12,376 $109K <0.01% +1,884 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 12,392 $109K 0.01% +1,570 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 12,039 $105K 0.02% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11,822 $104K <0.01% +6,533 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,821 $104K <0.01% 0 13F-HR Timeline Group Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 11,200 $98.1K 0.22% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,181 $97.9K <0.01% +1,152 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 11,172 $97.9K 0.02% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 11,171 $97.9K <0.01% -35 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,951 $95.9K <0.01% new 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,700 $93.7K <0.01% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 10,700 $93.7K 0.07% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,609 $92.9K <0.01% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 10,200 $89.4K 0.02% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,144 $88.9K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 8,903 $78K <0.01% 0 13F-HR Timeline Group PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 8,244 $72.2K 0.02% -25,670 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,063 $70.6K <0.01% +3,605 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 7,749 $67.9K 0.01% +1,749 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,647 $67K <0.01% -25,980 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,239 $63.4K 0.01% -74 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,114 $62.3K <0.01% +2,538 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,693 $58.6K <0.01% +369 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,155 $45.2K <0.01% -2,300 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 4,323 $38K 0.02% -763 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,306 $37.7K <0.01% +3,718 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. 4,170 $37K <0.01% +1,138 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,597 $32K <0.01% -61 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,000 $26.3K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,000 $26.3K <0.01% 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 3,000 $26K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,635 $23.1K <0.01% -9,325 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,562 $22.4K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,478 $21.7K <0.01% -442 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,018 $20.9K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 2,342 $20.5K 0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,218 $19.4K <0.01% -1,703 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,000 $17.5K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,993 $17.5K <0.01% +1,333 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,911 $16.7K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,844 $16.2K <0.01% -32 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,791 $15.7K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,732 $15.2K <0.01% +9 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,668 $14.6K <0.01% -417 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,541 $13.5K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,448 $12.7K <0.01% -26,819 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,431 $12.5K <0.01% +1,308 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,400 $12.3K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,372 $12K 0.01% -1,372 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,336 $11.7K <0.01% -845 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,209 $10.8K <0.01% -609 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 1,164 $10.2K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,153 $10.1K <0.01% -1,171 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,166 $10K <0.01% -1,907 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 1,120 $9.81K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,100 $9.64K <0.01% -400 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 1,088 $9.53K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 932 $8.16K <0.01% +692 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 800 $7.01K <0.01% -949 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 741 $6.49K <0.01% -387 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 739 $6.47K <0.01% -51 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 709 $6.21K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 700 $6.13K <0.01% +400 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 693 $6.07K <0.01% -17,606 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 690 $6.04K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 600 $5.26K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 596 $5.22K <0.01% +595 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 591 $5.18K <0.01% -4,867 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 583 $5.11K <0.01% -2,318 13F-HR Timeline CX Institutional More: the full row for CX Institutional 620 $5K <0.01% -620 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 552 $4.84K <0.01% +52 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 458 $4.24K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 465 $4.07K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 433 $3.8K <0.01% -334 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 404 $3.54K <0.01% +217 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 400 $3.5K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 400 $3.5K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 400 $3.5K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 387 $3.39K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 368 $3.22K <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 329 $2.88K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 300 $2.63K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 295 $2.58K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 290 $2.54K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 274 $2.4K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 270 $2.37K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 260 $2.28K <0.01% -24 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 253 $2.22K <0.01% +162 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 249 $2.18K <0.01% +10 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 245 $2K <0.01% -75 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 215 $1.88K <0.01% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 200 $1.75K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 195 $1.71K <0.01% -138 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 189 $1.66K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 188 $1.65K <0.01% -1,031 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 178 $1.62K <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 180 $1.58K <0.01% 0 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 150 $1.31K <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 135 $1.18K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 133 $1.17K <0.01% -192 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 9 $1.12K <0.01% -6 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 110 $964 <0.01% 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 105 $920 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 100 $876 <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $876 <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $876 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 96 $841 <0.01% -404 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 90 $788 <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 78 $683 <0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 76 $666 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 69 $604 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 65 $569 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 61 $535 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 53 $464 <0.01% -39 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 50 $438 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 34 $297 <0.01% +9 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 30 $263 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 23 $202 <0.01% +9 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 22 $193 <0.01% -20 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 19 $166 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16 $141 <0.01% +4 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 15 $132 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 14 $123 <0.01% -8 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 13 $114 <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7 $61 <0.01% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $43 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $9 <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 15 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.