MAI Capital Management More: the full row for MAI Capital Management 1,915 $39.7K <0.01% -1,411 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,709 $35K <0.01% -1,807 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,589 $33K <0.01% +1,544 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 1,500 $31.1K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,443 $30.1K <0.01% -229 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,033 $21.4K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,008 $20.9K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,000 $20.8K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 922 $19.1K <0.01% -541 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 960 $19K <0.01% new 13F-HR Timeline Group Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 840 $17.4K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 664 $13.8K <0.01% new 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 615 $12.8K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 600 $12.4K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 532 $11K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 518 $10.7K <0.01% +48 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 517 $10.7K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 489 $10.1K <0.01% -66 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 476 $9.88K <0.01% +457 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 452 $9.38K <0.01% -52 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 450 $9.34K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 425 $8.82K <0.01% +355 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 396 $8.22K <0.01% -775 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 393 $8.15K <0.01% -8 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 375 $7.78K <0.01% -1,625 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 369 $7.66K <0.01% +237 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 350 $7.26K <0.01% +157 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 346 $7.18K <0.01% -475 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 325 $7K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 310 $6.43K <0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 309 $6.41K <0.01% new 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 300 $6.22K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 300 $6.22K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 260 $5.39K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 250 $5.2K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 242 $5.02K <0.01% +87 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 192 $4.6K <0.01% +43 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 198 $4K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 191 $3.96K <0.01% +51 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 188 $3.9K <0.01% -93 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 179 $3.71K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 172 $3.57K <0.01% -12 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 164 $3.4K <0.01% -293 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 143 $2.97K <0.01% +32 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 142 $2.95K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 141 $2.93K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 140 $2.91K <0.01% -52 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 134 $2.78K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 127 $2.64K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 123 $2.55K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 99 $2.06K <0.01% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 89 $2K <0.01% 0 13F-HR/A Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 95 $1.97K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 92 $1.91K <0.01% +51 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 55 $1.3K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 62 $1.29K <0.01% +55 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 53 $1.1K <0.01% +20 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 46 $955 <0.01% 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 44 $913 <0.01% -336 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 43 $892 <0.01% -15 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 41 $851 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 40 $830 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 36 $747 <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 32 $664 <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 29 $602 <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 24 $498 <0.01% -5 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 23 $477 <0.01% -95 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 21 $436 <0.01% -73 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 19 $395 <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 19 $394 <0.01% +1 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 16 $332 <0.01% -466 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14 $291 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12 $249 <0.01% -724 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7 $146 <0.01% -1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $146 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6 $125 <0.01% +3 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 6 $125 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $83 <0.01% +4 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4 $83 <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3 $62 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3 $62 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2 $42 <0.01% -151 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2 $42 <0.01% 0 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 1 $21 <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,124 $228 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.