Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,535 $209K 0.02% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,525 $208K 0.17% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,522 $207K <0.01% +32 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,521 $207K 0.04% -224 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,719 $207K 0.07% -4 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,510 $205K 0.02% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,509 $205K 0.08% -2,745 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,500 $204K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,395 $190K 0.01% -83 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,332 $181K 0.01% -222 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,306 $178K <0.01% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,237 $168K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,236 $168K 0.01% -1,683 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 1,721 $160K 0.06% +52 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,125 $153K <0.01% -190 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,110 $151K 0.01% +363 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,075 $146K 0.02% -282 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,041 $142K 0.02% -59 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,023 $139K 0.02% +1,000 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 909 $124K 0.03% -29 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 905 $123K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 863 $117K 0.02% +65 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 843 $114K 0.01% +105 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 835 $114K 0.04% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 822 $112K <0.01% 0 13F-HR Timeline Group Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 750 $102K 0.1% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 745 $101K 0.01% -160 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 714 $97.2K <0.01% 0 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 665 $90K 0.05% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 600 $81.6K 0.03% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 586 $79.7K 0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 586 $79.7K <0.01% -936 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 529 $77.3K <0.01% +97 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 565 $76.9K <0.01% +99 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 562 $76.5K 0.04% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 561 $76.3K 0.05% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 531 $72K <0.01% -263 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 527 $71.7K 0.01% -310 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 521 $70.9K 0.01% +497 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 500 $68K <0.01% 0 13F-HR Timeline Group ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 500 $68K <0.01% -217 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 507 $68K 0.01% +37 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 494 $68K 0.05% -287 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 495 $67.4K 0.01% +159 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 488 $66.4K <0.01% +14 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 428 $61.6K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 450 $61.2K 0.04% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 394 $53.6K <0.01% -64 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 387 $52K 0.02% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 372 $50.6K 0.03% +8 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 370 $50.3K 0.02% new 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 336 $45.7K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 324 $44.1K 0.01% +31 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 323 $44K 0.02% +7 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 317 $43.1K <0.01% -1,201 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 310 $42.3K 0.02% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 300 $40.8K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 287 $39.1K <0.01% -10 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 283 $38.5K <0.01% new 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 270 $36.7K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 260 $35.4K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 259 $35.2K <0.01% -45 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 258 $35.1K <0.01% -16 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 246 $34.3K <0.01% +64 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 250 $34K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 237 $32.2K <0.01% +135 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 233 $31.7K <0.01% -8 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 258 $31K 0.02% -77 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 223 $30.3K 0.02% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 221 $30K <0.01% +116 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 211 $28.7K <0.01% -311 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 211 $28.7K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 204 $27.8K 0.03% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 202 $27.5K 0.02% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 200 $27.2K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 200 $27.2K <0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 200 $27.2K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 200 $27.2K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 200 $27.2K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 194 $26.4K <0.01% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 183 $24.9K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 169 $23K <0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 169 $23K <0.01% -20 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 167 $22.7K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 159 $21.6K <0.01% -1,681 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 150 $20.4K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 147 $20K <0.01% +7 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 144 $19.6K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 143 $19.5K <0.01% +25 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 137 $18.6K <0.01% +2 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 130 $18K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 125 $17K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 124 $16.9K 0.02% +57 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 107 $14.6K <0.01% -12 13F-HR Timeline Group GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 100 $13.6K <0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 98 $13.3K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 97 $13.2K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 90 $12.2K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 88 $12K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 87 $11.8K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 12 $11.8K 0.01% -77 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 86 $11.7K <0.01% -1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 80 $10.9K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 80 $10.9K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 73 $9.93K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 69 $9.39K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 65 $8.9K <0.01% -84 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 65 $8.85K 0.01% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 64 $8.71K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 63 $8.57K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 63 $8.57K <0.01% +60 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 60 $8.16K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 59 $8.03K <0.01% 0 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 56 $7.62K <0.01% +54 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 54 $7.35K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 50 $7K <0.01% +22 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 50 $6.8K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 50 $6.8K 0.01% +44 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 46 $6.26K <0.01% new 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 46 $6.26K <0.01% +5 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 44 $5.99K 0.03% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 42 $5.74K <0.01% +5 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 39 $5.31K <0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 37 $5.04K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 35 $4.76K <0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 31 $4.23K <0.01% -25 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 30 $4.08K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 30 $4.08K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 30 $4.08K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 30 $4K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 27 $3.67K <0.01% +19 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 26 $3.54K <0.01% +16 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 22 $2.99K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 21 $2.86K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 21 $2.86K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 20 $2.75K <0.01% +4 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 20 $2.72K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 20 $2.72K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 19 $2.59K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 18 $2.45K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 18 $2.45K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 16 $2.18K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 15 $2.04K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 14 $1.94K <0.01% +8 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 14 $1.91K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 12 $1.63K <0.01% -85 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 12 $1.63K <0.01% +5 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 11 $1.5K <0.01% 0 13F-HR/A Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 11 $1.5K <0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $1.36K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 10 $1.36K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $1.36K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $1.1K <0.01% +5 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 6 $816 <0.01% new 13F-HR/A Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $816 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5 $682 <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $680 <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 4 $544 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $409 <0.01% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3 $408 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $272 <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $272 <0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1 $142 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $137 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $14 <0.01% -40 13F-HR Timeline Amount filed as zero, left out of ratios. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -575 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.