Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,550 $285K <0.01% -1,096 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 9,519 $284K 0.02% +2,535 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 9,500 $284K <0.01% 0 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 9,431 $282K 0.12% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,383 $280K <0.01% +12 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,328 $279K 0.03% +371 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 9,106 $272K 0.16% +381 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 9,000 $271K <0.01% 13F-HR/A Timeline Atom Investors LP More: the full row for Atom Investors LP 8,959 $268K 0.03% new 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 8,934 $267K 0.01% -7,602 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,751 $261K <0.01% new 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 8,684 $259K <0.01% -5,700 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 8,681 $259K 0.01% -3,168 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,654 $258K +6,919 Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,434 $252K 0.03% +181 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 8,281 $247K 0.06% +1,440 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,117 $242K 0.01% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 8,098 $241K 0.13% -8 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,987 $238K <0.01% -904 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 7,953 $237K 0.01% +236 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 7,910 $236K 0.05% -7,600 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 7,901 $236K 0.01% new 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,876 $235K <0.01% +917 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 7,825 $234K <0.01% 0 13F-HR/A Timeline Group LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 7,799 $233K 0.01% -613 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,694 $230K 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,492 $224K <0.01% new 13F-HR Timeline Group Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 7,384 $220K 0.14% -1,896 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 7,298 $218K 0.04% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,156 $214K 0.01% +26 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,122 $213K 0.01% -1,664 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 7,073 $211K <0.01% -771 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 7,067 $211K 0.04% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,061 $211K 0.03% +106 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 7,018 $210K 0.14% -139 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,002 $209K 0.01% -318,361 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 6,955 $208K <0.01% -1,008 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,931 $207K <0.01% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 6,827 $204K 0.07% new 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 6,812 $203K 0.08% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 6,800 $203K 0.02% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,680 $199K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 6,600 $197K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 6,467 $193K 0.11% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6,414 $192K 0.18% 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 5,940 $177K 0.03% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,679 $170K 0.02% -304 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,500 $164K <0.01% 0 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 5,431 $162K <0.01% +1,032 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,327 $159K 0.01% -995 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,898 $146K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 4,801 $143K <0.01% 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 4,500 $134K 0.11% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,273 $128K <0.01% -653 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,151 $125K 0.01% -2,382 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,033 $120K <0.01% -40 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,468 $104K <0.01% +2,545 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,332 $99.5K 0.03% +2,529 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,274 $97.8K 0.03% -105 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,034 $90.6K <0.01% -897 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,030 $88.6K <0.01% -3,782 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 2,958 $88.3K 0.06% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,821 $84.2K 0.01% -54 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,052 $84.1K <0.01% +155 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,767 $82.6K <0.01% +80 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,754 $82.2K <0.01% +886 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,750 $82.1K 0.03% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,530 $75.5K 0.07% 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 2,635 $75.5K <0.01% +119 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,366 $70.6K <0.01% -38 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,300 $68.7K 0.01% 0 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 2,137 $63.8K <0.01% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,939 $57.9K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,789 $53K 0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,750 $52.3K 0.04% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,743 $52K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,664 $49.7K 0.04% -35 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,645 $49.1K 0.03% 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 1,400 $41.8K 0.01% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 1,288 $38.5K 0.02% -11,255 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 11,920 $34.3K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,013 $30.2K 0.03% 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,008 $30.1K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,000 $29.9K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 993 $29.7K <0.01% +366 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 886 $26.5K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 885 $26.4K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 836 $25K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 802 $23.9K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 741 $22.1K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 736 $22K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 714 $21.3K <0.01% -96 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 708 $21.1K 0.01% +38 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 650 $19.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 643 $19.2K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 550 $16.4K <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 543 $16.2K <0.01% new 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 528 $15.8K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 528 $15.8K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 500 $14.9K <0.01% 0 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 497 $14.8K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 485 $14.5K 0.02% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 475 $14.2K <0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 460 $13.7K 0.01% 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 400 $11.9K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 371 $11.1K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 356 $10.6K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 332 $9.91K <0.01% +110 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 329 $9.82K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 319 $9.53K <0.01% -360 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 274 $8.18K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 273 $8.15K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NewSquare Capital LLC More: the full row for NewSquare Capital LLC 267 $7.97K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 248 $7.41K <0.01% -83 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 244 $7.29K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 200 $5.97K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 179 $5.34K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 168 $5.02K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 157 $4.69K <0.01% +55 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 125 $3.73K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 106 $3.17K <0.01% +4 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 100 $2.99K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 88 $2.63K <0.01% -6 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 86 $2.57K <0.01% 0 13F-HR/A Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 76 $2.27K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 75 $2.24K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 60 $1.79K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 58 $1.64K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 53 $1.58K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 25 $747 <0.01% 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 23 $687 <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 22 $657 <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 21 $627 <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 21 $627 <0.01% -21 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 18 $537 <0.01% -428 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 7 $211 <0.01% 13F-HR Timeline