Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,414 $245K 0.05% +74 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,394 $244K 0.01% +18 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,400 $243K <0.01% 0 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,395 $242K 0.01% -680 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,391 $241K <0.01% -493 13F-HR/A Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,387 $240K 0.01% -807 13F-HR Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,383 $240K 0.01% -22 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,374 $238K 0.02% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,351 $234K <0.01% -98 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,327 $230K 0.01% -1,909 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,322 $229K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,299 $225K <0.01% -526 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,298 $225K 0.01% -118 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,278 $221K 0.01% +136 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,276 $221K <0.01% +254 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,273 $221K 0.02% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,251 $217K 0.03% -410 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,239 $215K <0.01% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,234 $214K 0.01% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,225 $212K 0.03% -15,928 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 1,201 $208K <0.01% -677 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,200 $208K 0.02% 0 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 1,194 $207K 0.04% 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,190 $206K 0.08% -738 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,159 $201K 0.02% -3 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,146 $199K <0.01% -20 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,103 $191K <0.01% +51 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,102 $191K 0.02% -1,629 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,031 $179K <0.01% -4,544 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 915 $159K <0.01% +279 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 816 $141K <0.01% -59 13F-HR Timeline Group STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 792 $137K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 772 $134K <0.01% -261 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 758 $131K <0.01% +8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 750 $130K <0.01% -190 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 746 $129K <0.01% +21 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 744 $129K 0.01% +38 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 706 $122K 0.03% -81 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 691 $120K 0.01% -525 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 670 $116K 0.06% +73 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 652 $113K 0.1% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 613 $106K 0.03% -233 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 600 $104K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 588 $102K <0.01% +300 13F-HR Timeline Group WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 576 $99.8K 0.03% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 518 $89.8K <0.01% +21 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 517 $89.6K <0.01% -20 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 513 $88.9K 0.01% -402 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 509 $88.2K 0.02% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 502 $87K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 450 $78K <0.01% -135 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 429 $74.3K <0.01% +338 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 320 $55.5K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 313 $54.2K <0.01% -1,540 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 310 $53.7K 0.01% -20 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 273 $49.1K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 265 $45.9K 0.02% 0 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 260 $45.1K <0.01% -12,751 13F-HR/A Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 256 $44.4K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 253 $43.8K <0.01% -443 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 239 $41.4K <0.01% +109 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 225 $39K <0.01% new 13F-HR Timeline Group Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 222 $38.5K 0.02% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 217 $37.6K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 211 $35.6K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 187 $32.4K 0.02% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 181 $31.4K <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 163 $28.2K <0.01% -509 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 163 $28.2K <0.01% 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 155 $26.9K 0.02% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 147 $25.7K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 129 $22.4K <0.01% +124 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 127 $22K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 126 $21.8K <0.01% +125 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 123 $20.8K <0.01% -148 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 108 $18.7K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 102 $17.7K 0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 101 $17.5K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 100 $17.3K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 99 $17.2K <0.01% -50 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 85 $14.7K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 83 $13.8K <0.01% +74 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 78 $13.5K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 75 $13K <0.01% -42 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 73 $12.7K <0.01% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 60 $10.4K <0.01% -6 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 56 $10K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 57 $9.88K <0.01% -45 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 53 $9.19K <0.01% +3 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 52 $9.01K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 49 $8.49K <0.01% +3 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 49 $8.49K <0.01% +42 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 47 $8.15K <0.01% +17 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 42 $7.28K <0.01% -3 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 37 $6.41K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 35 $6.07K <0.01% +20 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 35 $6.07K 0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 33 $5.72K <0.01% +7 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 31 $5.37K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 29 $5.03K <0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 28 $4.85K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 28 $4.85K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 26 $4.51K <0.01% +4 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 24 $4.16K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 24 $4.16K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 23 $3.99K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 23 $3.99K <0.01% +3 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 23 $3.99K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 22 $3.81K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 21 $3.64K <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 20 $3.47K <0.01% +5 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 20 $3.47K <0.01% +11 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 18 $3K <0.01% +7 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 16 $2.77K <0.01% -4 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 12 $2.08K <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 12 $2.08K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 12 $2.08K <0.01% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 12 $2.06K <0.01% -2 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 9 $2K <0.01% +3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 11 $1.91K <0.01% +8 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 11 $1.91K <0.01% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 10 $1.78K <0.01% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 10 $1.73K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 10 $1.73K <0.01% +4 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10 $1.73K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 9 $1.56K <0.01% 0 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 9 $1.56K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 9 $1.56K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 9 $1.56K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 8 $1.39K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8 $1.39K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 8 $1.39K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $1.39K <0.01% +2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $1.21K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 7 $1.21K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7 $1.21K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 7 $1.21K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7 $1.21K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7 $1.21K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 6 $1.04K <0.01% 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6 $1.04K <0.01% -10 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5 $871 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5 $867 <0.01% +4 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5 $867 <0.01% -80 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5 $867 <0.01% -19 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5 $867 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3 $520 <0.01% -2 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3 $520 <0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $520 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $519 <0.01% -1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $347 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $347 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $347 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $347 <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2 $347 <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2 $322 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $267 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $174 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $174 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $174 <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1 $173 <0.01% -145 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $173 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1 $173 <0.01% -10 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1 $173 <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1 $97 -21 Timeline