STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,755 $302K <0.01% 0 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,715 $299K 0.05% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,703 $298K 0.01% +263 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,684 $296K 0.01% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,683 $296K 0.13% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,651 $293K 0.03% +1 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,630 $292K <0.01% -855 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,553 $286K 0.02% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,679 $284K 0.03% -201 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,535 $284K 0.08% -500 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 3,500 $281K 0.05% 0 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,500 $281K 0.01% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,454 $278K 0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,384 $272K <0.01% -1,099 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 3,362 $270K 0.19% -18 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 3,320 $266K 0.18% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,236 $260K 0.02% +100 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,220 $259K <0.01% +60 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 3,215 $258K 0.03% +100 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,200 $257K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,187 $256K <0.01% +291 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,155 $254K 0.03% -140 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,150 $253K 0.02% 0 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 3,145 $253K 0.03% +575 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,130 $252K 0.09% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,100 $249K <0.01% +174 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 3,000 $241K 0.09% +600 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,987 $240K 0.01% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,970 $239K 0.01% -180 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,893 $233K 0.01% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,850 $229K <0.01% 0 13F-HR/A Timeline COMERICA BANK More: the full row for COMERICA BANK 2,809 $226K <0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,806 $225K 0.01% -95 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 2,805 $225K 0.04% +1 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,796 $225K 0.08% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,771 $223K <0.01% 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,770 $223K <0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,731 $222K <0.01% +75 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,742 $220K <0.01% new 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,695 $217K 0.07% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,677 $215K <0.01% +2 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,650 $213K 0.01% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 2,606 $209K 0.03% +63 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,593 $208K 0.02% +50 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,580 $207K 0.01% -258 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 2,575 $207K 0.19% 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,568 $206K 0.01% 0 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,540 $204K 0.13% -1,050 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,539 $204K <0.01% +100 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,525 $203K 0.05% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,517 $202K 0.06% -33 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,461 $198K <0.01% -473 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,395 $192K <0.01% +350 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,275 $183K 0.14% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 2,160 $174K 0.04% +295 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,054 $165K <0.01% -3,285 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,896 $165K 0.04% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,867 $150K <0.01% -616 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,590 $128K <0.01% -35 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,568 $126K 0.02% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,301 $105K 0.05% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,256 $101K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,252 $101K <0.01% +100 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,143 $91.9K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,140 $91.6K <0.01% -129 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,095 $88K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,080 $86.8K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,073 $86.2K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 1,043 $83.8K 0.01% -61 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,007 $80.9K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 944 $75.9K <0.01% +17 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 921 $74K <0.01% -28 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 907 $72.9K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 900 $72.3K 0.02% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 900 $72.3K 0.03% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 888 $71.4K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 866 $69.6K 0.05% +75 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 856 $68.8K 0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 850 $68K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 792 $63.7K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 792 $63.7K 0.03% 13F-HR/A Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 748 $60.1K 0.03% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 721 $57.9K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 700 $56.3K <0.01% -20 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 696 $56K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 650 $52.2K <0.01% -40 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 614 $50K <0.01% +184 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 612 $49.2K <0.01% 0 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 600 $48.2K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 600 $48.2K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 563 $45.2K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 535 $43K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 515 $41.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 502 $40.3K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 500 $40.3K <0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 450 $36.2K <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 425 $34.2K 0.02% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 418 $33.6K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 402 $32.3K <0.01% -225 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 400 $32.1K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 400 $32.1K 0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 382 $30.7K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 380 $30.5K <0.01% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 350 $28.1K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 340 $27K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 325 $26.1K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 317 $25.5K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 308 $25K 0.01% +100 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 303 $24.4K 0.01% 0 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 301 $24.2K 0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 300 $24.1K <0.01% 0 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 300 $24.1K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 300 $24.1K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 300 $24K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 276 $22.2K <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 275 $22.1K <0.01% -75 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 264 $21.2K <0.01% 0 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 260 $20.9K 0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 250 $20.1K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 236 $19K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 219 $17.6K <0.01% -647 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 205 $16.5K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 203 $16.3K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 200 $16.1K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 200 $16.1K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 200 $16.1K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 200 $16.1K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 195 $15.7K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 186 $15K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 185 $14.9K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 168 $14K <0.01% 0 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 161 $12.9K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 160 $12.9K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 150 $12.1K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 150 $12.1K <0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 150 $12.1K <0.01% 0 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 150 $12.1K <0.01% new 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 143 $11.5K 0.01% 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 128 $10.3K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 125 $10K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 121 $9.72K <0.01% 0 13F-HR Timeline Group 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 100 $8.04K <0.01% 0 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 100 $8.04K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 100 $8.04K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $8.04K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 88 $7.09K <0.01% +47 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 80 $6.43K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 83 $6K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 74 $5.95K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 72 $5.79K <0.01% 0 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 67 $5.38K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 60 $5K <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 50 $4.02K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 50 $4K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 50 $3.98K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 46 $3.7K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 32 $2.57K <0.01% -3 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 28 $2.25K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 23 $1.87K <0.01% -1 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 22 $1.77K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 20 $1.61K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $965 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 4 $322 <0.01% 0 13F-HR Timeline