Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,017 $300K <0.01% -16,141 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 9,300 $280K 0.01% 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 9,199 $277K <0.01% -200 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 8,663 $261K 0.01% -548 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,564 $258K <0.01% -2,402 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 8,500 $256K 0.01% -2,000 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 8,467 $255K 0.14% +4,967 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 8,162 $246K <0.01% new 13F-HR Timeline CCM INVESTMENT GROUP, LLC More: the full row for CCM INVESTMENT GROUP, LLC 8,257 $245K 0.03% 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 8,083 $244K 0.05% -14,997 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,034 $242K 0.01% -451 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 8,000 $241K 0.03% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 7,919 $239K <0.01% -528 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,756 $234K 0.01% -381 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,674 $231K 0.08% +337 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 7,420 $224K 0.07% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,273 $219K <0.01% +2,659 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,159 $216K <0.01% -1,198 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 7,075 $213K <0.01% -2,952 13F-HR Timeline Group MAIRS & POWER INC More: the full row for MAIRS & POWER INC 7,000 $211K <0.01% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 6,978 $210K <0.01% -24,454 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,973 $210K 0.03% -3,175 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 6,906 $208K <0.01% 0 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 6,769 $204K 0.02% -16,043 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,707 $202K <0.01% +3,279 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 6,701 $202K <0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,909 $178K <0.01% +2,293 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 5,689 $171K 0.03% +5,063 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,163 $125K 0.08% +658 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 3,610 $109K 0.07% -122 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,558 $101K <0.01% -712 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,156 $95.1K <0.01% +1,215 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,850 $85.9K <0.01% -809 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,755 $83K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,639 $79.5K <0.01% +174 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 2,536 $76.4K 0.06% 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,200 $66.3K 0.01% -302 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,949 $64.8K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,193 $63.3K <0.01% -100 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,060 $62.1K 0.02% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,030 $61.2K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,992 $60K <0.01% -220 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/ 1,889 $56.9K <0.01% +1,263 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,850 $55.7K <0.01% +846 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,827 $55K 0.01% +1,188 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,801 $54.3K <0.01% +635 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,663 $50.1K <0.01% -2,423 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,632 $49.2K <0.01% +171 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,632 $49K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,614 $48.6K <0.01% +328 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,583 $47.7K <0.01% -381 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,415 $42.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 1,373 $41K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,320 $39.8K <0.01% -12 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,301 $39K <0.01% +916 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 1,258 $37.9K 0.01% -8,789 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,227 $37K <0.01% -624 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,200 $36.2K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,165 $35.1K <0.01% +14 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,106 $33.3K <0.01% +20 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,062 $32K <0.01% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,043 $31.4K <0.01% -60 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,000 $30.1K <0.01% -44 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 999 $30.1K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 962 $29K 0.01% +9 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 886 $26.7K <0.01% -159 13F-HR Timeline Trust Co More: the full row for Trust Co 878 $26.5K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 876 $26.4K <0.01% +554 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 832 $25.1K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 831 $25K <0.01% +77 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 792 $23.9K 0.02% 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 773 $22.9K <0.01% +152 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 753 $22.7K 0.02% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 752 $22.7K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 715 $21.5K -2,573 Timeline MAI Capital Management More: the full row for MAI Capital Management 708 $21.3K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 623 $21K <0.01% -37 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 689 $20.8K 0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 635 $19.1K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 615 $19K <0.01% new 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 630 $19K 0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 611 $18.4K <0.01% -258 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 600 $18.1K <0.01% -5 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 600 $18.1K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 625 $17.4K <0.01% -6 13F-HR Timeline Group McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 531 $16K 0.04% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 527 $15.9K <0.01% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 521 $15.7K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 515 $15.5K <0.01% -69 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 500 $15.1K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 460 $13.9K 0.01% -100 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 453 $13.6K 0.01% +3 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 445 $13.4K <0.01% 0 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 437 $13.2K 0.01% +2 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 415 $12.5K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 412 $12.4K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 402 $12K 0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 398 $12K <0.01% -175 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 424 $12K <0.01% -23 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 380 $11.4K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 359 $10.8K <0.01% -128 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 340 $10.2K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 340 $10.2K <0.01% +314 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 300 $9.04K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 297 $8.96K <0.01% +1 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 294 $8.86K <0.01% +1 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 290 $8.74K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 288 $8.68K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 286 $8.61K <0.01% -128 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 278 $8.38K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 273 $8.22K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 268 $8.07K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 267 $8.04K <0.01% +4 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 256 $7.71K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 256 $7.71K <0.01% +157 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 250 $7.53K <0.01% new 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 250 $7.53K <0.01% 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 250 $7.53K <0.01% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 249 $7.5K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 236 $7.11K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 233 $7.03K <0.01% +1 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 222 $7K <0.01% -1,473 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 229 $6.9K 0.01% -3 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 212 $6.39K <0.01% -500 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 200 $6.03K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 200 $6.03K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 200 $6.03K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $6.03K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 200 $6.03K <0.01% 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 200 $6.02K <0.01% new 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 201 $5.81K <0.01% new 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 192 $5.79K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 183 $5.52K <0.01% +1 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 181 $5.45K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 170 $5.12K <0.01% -745 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 166 $5K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 154 $4.64K <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 150 $4.52K 0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 135 $4.07K <0.01% +1 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 134 $4.04K <0.01% +11 13F-HR Timeline Group Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 147 $4K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 117 $4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 132 $3.98K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 127 $3.84K <0.01% -1 13F-HR Timeline MOTCO More: the full row for MOTCO 120 $3.62K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 118 $3.56K <0.01% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 118 $3.56K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 113 $3.4K <0.01% -5 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 107 $3.22K <0.01% +7 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 107 $3.22K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 105 $3.16K <0.01% -9 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 105 $3.16K <0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 104 $3.13K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 104 $3.13K <0.01% 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $3.01K <0.01% -1,000 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 100 $3.01K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $3.01K <0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 100 $3.01K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 100 $3.01K <0.01% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 94 $2.83K <0.01% new 13F-HR Timeline Group WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 89 $2.68K <0.01% +1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 80 $2.41K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 80 $2.41K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 74 $2.23K <0.01% -14 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 70 $2.11K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 68 $2.05K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 88 $2K <0.01% +5 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 59 $1.78K <0.01% -3 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 54 $1.63K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 50 $1.51K <0.01% +5 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 50 $1.51K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. City State Bank More: the full row for City State Bank 40 $1.21K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 40 $1.21K <0.01% 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 40 $1.21K <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 38 $1.15K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 38 $1.13K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 37 $1.11K <0.01% 0 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 35 $1.05K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 33 $995 <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 33 $994 <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 31 $935 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 30 $904 <0.01% -35 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 27 $814 <0.01% -18 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 26 $784 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 26 $784 <0.01% -8 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 21 $633 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 21 $633 <0.01% -32 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 21 $633 <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 20 $603 <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 19 $572 <0.01% -228 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 15 $452 <0.01% 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 11 $331 0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 11 $330 <0.01% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 10 $297 <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 7 $211 <0.01% -13 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 6 $181 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $151 <0.01% 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 322 $97 0.01% +122 13F-HR/A 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 1 $30 <0.01% new 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $30 <0.01% 13F-HR Timeline