TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 5,133 $686K <0.01% -1,143 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,119 $680K 0.02% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,111 $679K new Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 5,098 $677K 0.01% -919 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,071 $674K 0.03% -1,025 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,984 $663K 0.01% +4,719 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,969 $661K 0.28% -135 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 4,960 $659K 0.12% new 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 4,958 $659K <0.01% -1,470 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,888 $650K <0.01% -59 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 4,872 $648K <0.01% -20,275 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 4,858 $646K 0.03% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,845 $644K 0.02% +1,604 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,624 $615K <0.01% -13,262 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 4,483 $596K <0.01% -279 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 4,246 $564K 0.02% -1,970 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,226 $562K <0.01% +3,651 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,167 $554K <0.01% -828 13F-HR Timeline Group Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 4,138 $550K 0.05% +1,695 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,994 $549K <0.01% +205 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,126 $548K 0.11% new 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,064 $540K 0.08% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,042 $537K 0.03% 0 13F-HR Timeline Group Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 4,041 $537K 0.01% -8,115 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,933 $523K <0.01% -241 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,929 $522K <0.01% +1,632 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 3,822 $508K 0.02% new 13F-HR Timeline Group CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 3,737 $497K <0.01% 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,680 $489K 0.05% +2,151 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,655 $486K <0.01% +121 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,608 $480K 0.01% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,604 $479K 0.01% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,492 $464K 0.01% -574 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,528 $459K 0.01% +1,856 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 3,434 $456K 0.01% -5,072 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,388 $450K 0.03% -265 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 3,176 $422K 0.08% +25 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,117 $414K 0.01% -238 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,061 $407K <0.01% -572 13F-HR Timeline Group DF DENT & CO INC More: the full row for DF DENT & CO INC 3,031 $403K 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) 2,977 $396K 0.01% +714 13F-HR Timeline Group INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 2,874 $382K <0.01% +59 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,867 $381K 0.03% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,800 $372K 0.06% new 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,795 $372K 0.04% 0 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 2,792 $371K 0.01% +304 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,787 $370K 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,771 $368K <0.01% +72 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 2,665 $354K <0.01% -5,941 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,652 $353K <0.01% +299 13F-HR Timeline Group Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 2,600 $346K 0.2% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,585 $344K 0.06% +809 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,505 $333K 0.05% -3,088 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 2,500 $332K <0.01% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,479 $330K 0.03% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,671 $330K <0.01% +220 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,465 $328K <0.01% -92 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,400 $319K 0.02% 0 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 2,390 $318K <0.01% new 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,386 $317K 0.02% +120 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,346 $311K <0.01% -12 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,314 $308K 0.05% -86 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 2,277 $303K <0.01% -5,718 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,271 $302K 0.02% -6,612 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 2,248 $299K 0.1% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,170 $288K <0.01% -486 13F-HR Timeline Group Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 2,159 $287K 0.03% +210 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,140 $284K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,088 $278K <0.01% -543 13F-HR Timeline Group STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 2,085 $277K 0.11% -14,075 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,012 $267K <0.01% -5 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,005 $267K 0.04% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,000 $266K 0.04% 0 13F-HR Timeline Teton Advisors, LLC More: the full row for Teton Advisors, LLC 2,000 $266K 0.16% 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 1,983 $264K <0.01% -389 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,931 $257K 0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,900 $253K <0.01% +138 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,858 $247K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,857 $247K <0.01% +224 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,832 $244K 0.01% -14,733 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,811 $241K <0.01% -16 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,805 $240K 0.06% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,787 $238K 0.04% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,759 $234K <0.01% -69 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,591 $231K 0.03% -57 13F-HR/A Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,686 $224K <0.01% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,674 $223K 0.06% -1,323 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,647 $221K <0.01% -30 13F-HR Timeline Burgundy Asset Management Ltd. More: the full row for Burgundy Asset Management Ltd. 1,604 $220K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,618 $218K 0.03% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,638 $218K <0.01% -41 13F-HR/A Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,638 $218K <0.01% new 13F-HR/A Timeline Group Optas, LLC More: the full row for Optas, LLC 1,606 $213K 0.04% -162 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,583 $210K 0.03% -22 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,446 $192K <0.01% +52 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 1,394 $185K new Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,358 $181K <0.01% 0 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 1,205 $160K <0.01% -12,965 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,200 $160K <0.01% -167 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,111 $148K <0.01% +35 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,084 $144K <0.01% -2,847 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 1,017 $135K 0.01% -83 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,000 $133K 0.01% -2,680 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 927 $123K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 794 $106K 0.01% +17 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 715 $95K 0.01% -303 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 710 $94.4K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 648 $86.7K <0.01% -19 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 642 $85.3K <0.01% new 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 619 $82K 0.01% -991 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 517 $69K <0.01% -170 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 519 $69K 0.01% -25 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 489 $65K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 428 $56.9K <0.01% -314 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 422 $56.1K 0.03% -229 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 413 $54.9K <0.01% -5 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 367 $48.8K 0.01% +361 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 329 $43.7K 0.02% -43 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 328 $43.6K <0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 320 $42.5K -65,565 Timeline Abound Wealth Management More: the full row for Abound Wealth Management 309 $41.1K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 299 $39.7K <0.01% -28 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 290 $38.5K <0.01% -270 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 273 $36K <0.01% +40 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 250 $33.2K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 245 $32.6K 0.02% +141 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 244 $32.4K <0.01% +37 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 231 $30.7K <0.01% +230 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $26.6K <0.01% 0 13F-HR/A Timeline Clean Yield Group More: the full row for Clean Yield Group 200 $26.6K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 177 $23.5K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 176 $23.4K <0.01% +76 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 167 $22.2K <0.01% -24 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 165 $21.9K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 161 $21.4K 0.01% -296 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 159 $21.1K <0.01% 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 156 $20.7K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 146 $19.4K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 140 $18.6K <0.01% 0 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 135 $17.9K <0.01% new 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 123 $16.4K <0.01% +3 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 123 $16.4K <0.01% -13 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 120 $16K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 117 $15.6K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 111 $14.8K 0.01% 0 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 110 $14.6K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 106 $14.1K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 100 $13.3K <0.01% -62 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 99 $13.2K 0.01% +75 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 97 $13K <0.01% +52 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 96 $12.8K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 93 $12.4K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 92 $12.2K <0.01% +55 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 86 $12K 0.01% +22 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 90 $12K <0.01% -3 13F-HR Timeline Group Trust Co More: the full row for Trust Co 90 $12K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 88 $11.7K <0.01% -32 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 88 $11.7K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 87 $11.5K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 85 $11.3K <0.01% +58 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 81 $10.8K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 75 $9.97K <0.01% -5 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 65 $8.64K <0.01% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 60 $7.98K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 55 $7.31K <0.01% -36 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 53 $7.05K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 57 $7K <0.01% -13 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 51 $6.78K <0.01% -513 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 50 $6.65K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 50 $6.65K <0.01% +26 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 47 $6.25K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 44 $5.85K <0.01% +1 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 42 $5.58K <0.01% -6 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 38 $5.05K <0.01% +8 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 32 $4.25K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 31 $4.12K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 30 $3.99K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 30 $3.99K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 27 $3.59K <0.01% -1 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 24 $3.19K <0.01% -28 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 24 $3.19K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 21 $2.79K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 20 $2.66K <0.01% -3 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 20 $2.66K <0.01% new 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 18 $2.39K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 17 $2.26K <0.01% +2 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 16 $2.13K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 16 $2.13K <0.01% new 13F-HR/A Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 16 $2.13K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 16 $2.13K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 15 $2.08K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 15 $1.99K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 14 $1.86K <0.01% +2 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14 $1.86K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 14 $1.86K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 13 $1.73K <0.01% +7 13F-HR Timeline Turning Point Benefit Group, Inc. 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