Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,750 $241K <0.01% -1,271 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,742 $241K 0.01% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 9,672 $239K 0.01% -2,058 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,500 $235K 0.01% +30 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 9,457 $234K 0.16% 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 9,397 $232K 0.07% -811 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,099 $225K 0.01% -62 13F-HR/A Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 9,030 $223K 0.05% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,011 $223K 0.01% -4,371 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,844 $219K <0.01% -9,527 13F-HR/A Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 8,800 $218K 0.02% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,652 $214K 0.03% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 8,542 $211K 0.01% -50,017 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 8,536 $211K <0.01% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,519 $211K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,513 $211K 0.01% -239 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 8,492 $210K 0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 8,399 $208K 0.1% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,323 $206K 0.01% +288 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 8,300 $205K 0.05% +500 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,288 $205K 0.03% -89 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 8,196 $203K <0.01% -909 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8,125 $201K <0.01% +567 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,100 $200K 0.01% -2,619 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 7,859 $194K 0.01% +1,400 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 7,500 $186K 0.04% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,288 $180K 0.01% -112 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 6,916 $171K <0.01% +3 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 6,908 $171K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,866 $170K <0.01% +219 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 6,467 $160K 0.01% 0 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 6,142 $152K 0.01% 0 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) 6,056 $150K <0.01% -19,160 13F-HR Timeline Group Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 5,814 $144K -7,285 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,771 $143K 0.01% -1,640 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,671 $140K 0.01% -4,438 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 5,578 $138K <0.01% +4,721 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,000 $124K 0.04% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,931 $122K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,928 $122K <0.01% +124 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,829 $119K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,665 $115K 0.09% -335 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 4,611 $114K 0.03% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,458 $110K <0.01% 0 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,326 $107K 0.02% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,756 $92.9K <0.01% +1,757 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,751 $92.8K <0.01% -489 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,738 $92.5K <0.01% -730 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,602 $89K <0.01% +3,330 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,500 $86.6K 0.01% 0 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,317 $82.1K -279 Timeline Covestor Ltd More: the full row for Covestor Ltd 3,257 $81K 0.04% -203 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,253 $80.5K <0.01% -110 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,165 $78.3K 0.01% +32 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,092 $76.5K 0.06% +1,150 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,058 $75.6K <0.01% +1,515 13F-HR Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 3,000 $74.2K 0.06% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,939 $72.7K <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,890 $71.5K 0.03% -191 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,811 $69.5K <0.01% -1,920 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,756 $68.2K 0.03% +3 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 2,689 $66.5K <0.01% +701 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,600 $64.3K <0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,575 $64K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,518 $62.3K <0.01% +664 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,400 $59.4K 0.02% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,251 $55.7K <0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,150 $53.2K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,057 $50.9K <0.01% +24 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,986 $49.1K <0.01% -31,766 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,949 $48.2K <0.01% +1,558 13F-HR Timeline City State Bank More: the full row for City State Bank 1,935 $47.9K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,899 $47K 0.04% -1,243 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,780 $44K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,613 $39.9K <0.01% +87 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 1,544 $38.2K <0.01% +144 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,512 $37.4K <0.01% +1,266 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,501 $37.2K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,498 $37.1K 0.02% +201 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,480 $36.6K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,246 $30.8K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,139 $28.2K <0.01% +233 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,155 $28K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,113 $27K <0.01% -2,289 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,069 $26.4K <0.01% -405 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,044 $25.7K <0.01% +83 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,013 $25.1K 0.01% +11 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 984 $24.3K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 900 $22.3K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 857 $21.2K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 800 $19.8K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 796 $19.7K 0.01% +29 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 785 $19.4K <0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 805 $19K 0.01% -157 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 758 $18.8K <0.01% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 735 $18.7K 0.01% +7 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 708 $17.7K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 658 $16.3K <0.01% -2 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 640 $16K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 595 $14.7K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 576 $14.2K <0.01% +122 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 524 $13K <0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 517 $12.7K <0.01% -4,081 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 502 $12.4K <0.01% +305 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 425 $10.5K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 425 $10.5K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 397 $9K <0.01% -333 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 331 $8.19K <0.01% +145 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 323 $7.68K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 301 $7.45K <0.01% +236 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 289 $7.15K <0.01% -1,797 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 276 $6.83K <0.01% -725 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 269 $6.65K <0.01% +3 13F-HR Timeline Security National Bank More: the full row for Security National Bank 264 $6.53K <0.01% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 243 $6.01K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 241 $5.96K <0.01% +41 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 229 $5.67K <0.01% +126 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 229 $5.66K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 221 $5.45K <0.01% +59 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 202 $5K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 190 $4.7K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 185 $4.58K <0.01% -179 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 175 $4.33K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 165 $4.08K <0.01% +60 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 150 $4K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 155 $3.83K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 150 $3.71K <0.01% -600 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 150 $3.71K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 150 $3.71K <0.01% +19 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 147 $3.64K <0.01% -311 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 141 $3.49K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 140 $3.46K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 139 $3.44K <0.01% +13 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 132 $3.26K <0.01% +57 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 113 $2.8K <0.01% +82 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 100 $2.47K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 96 $2.38K <0.01% +4 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 93 $2.3K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 92 $2.28K <0.01% -7 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 90 $2.23K <0.01% +32 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 89 $2.2K <0.01% +25 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 88 $2.18K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 100 $2K <0.01% +43 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 95 $2K <0.01% +35 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 80 $1.98K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 74 $1.83K <0.01% +40 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 66 $1.63K <0.01% +4 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 66 $1.63K <0.01% -126 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 64 $1.58K <0.01% -3 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 63 $1.55K <0.01% +1 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 62 $1.53K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 50 $1.24K <0.01% +38 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 50 $1.24K <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 48 $1.19K <0.01% +15 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 45 $1.11K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 45 $1.11K <0.01% -2,400 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 45 $1.11K <0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 43 $1.09K <0.01% +1 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 42 $1.04K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 70 $1K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 59 $1K <0.01% +3 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 32 $1K <0.01% -518 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 40 $990 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 40 $990 <0.01% -48 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 38 $941 <0.01% +16 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 42 $930 <0.01% +26 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 35 $866 <0.01% -118 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 35 $866 <0.01% -30 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 32 $792 <0.01% -143 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 30 $742 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 28 $693 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 27 $668 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 26 $644 <0.01% -50 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 21 $519 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 16 $396 <0.01% -8 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 13 $322 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 12 $297 <0.01% +2 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 12 $297 <0.01% new 13F-HR/A Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 11 $273 <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9 $223 <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5 $208 <0.01% -196 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $157 <0.01% -3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5 $124 <0.01% +4 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $124 <0.01% -7 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 4 $99 <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2 $45 <0.01% 0 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 1 $23 <0.01% 0 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 33 $0 0% -12 13F-HR Timeline Group Value filed as zero, left out of ratios. Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,000 $21 0 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.