POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,493 $203K 0.21% 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,478 $201K <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,475 $201K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,183 $173K <0.01% 0 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,120 $152K 0.14% 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,115 $152K <0.01% -2,232 13F-HR Timeline Group GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,000 $136K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 917 $125K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 884 $120K 0.01% 0 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 791 $108K 0.07% 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 764 $104K 0.01% +603 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 596 $94.8K <0.01% +78 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 688 $93.7K 0.02% +342 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 660 $89.9K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 650 $88.4K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 639 $87K <0.01% +15 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 637 $86.7K 0.01% +125 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 626 $84K <0.01% -44 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 599 $81.5K 0.01% +72 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 588 $80K 0.04% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 564 $76.8K <0.01% +184 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 530 $72.2K <0.01% -120 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 519 $70.7K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 509 $69.3K 0.03% +48 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 500 $68.1K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 500 $68.1K 0.02% +376 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 492 $67K <0.01% +113 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 461 $62.8K <0.01% +40 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 423 $57.6K <0.01% -22 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 398 $54.2K 0.01% -105 13F-HR Timeline Quarry LP More: the full row for Quarry LP 388 $52.8K 0.01% -243 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 377 $51.3K <0.01% +186 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 369 $50K <0.01% +194 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 360 $49K 0.03% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 342 $46.6K <0.01% -16 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 320 $43.6K 0.04% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 307 $41.8K <0.01% +190 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 285 $38.8K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 265 $36K <0.01% +128 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 255 $34.7K <0.01% +139 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 250 $34K <0.01% -5 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 250 $34K 0.01% 13F-HR Timeline Group Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 240 $32.7K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 206 $28K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 200 $27.2K <0.01% 0 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 200 $27K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 196 $26.7K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 183 $24.9K <0.01% +141 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 180 $24.5K <0.01% +116 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 180 $24.5K 0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 179 $24.4K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 175 $23.8K 0.01% new 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. 160 $23.5K <0.01% +124 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 168 $22.9K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 163 $22.2K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 160 $22K 0.01% +68 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 139 $18.9K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 136 $18.5K <0.01% +100 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 135 $18.4K 0.04% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 117 $15.9K <0.01% +23 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 115 $15.7K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 114 $15.5K <0.01% +25 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 112 $15.2K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 109 $14.8K <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 92 $14.6K <0.01% +92 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 100 $14K 0.01% 0 13F-HR/A Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $13.6K <0.01% -600 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 100 $13.6K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 99 $13.4K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 100 $13K <0.01% +30 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 84 $11.4K <0.01% +65 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 80 $10.9K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 75 $10K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 70 $9.53K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 66 $8.99K <0.01% +18 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 60 $8.17K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 54 $7.35K <0.01% +5 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 54 $7.35K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 53 $7.21K <0.01% 0 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 53 $7.21K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 52 $7.08K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 52 $7.08K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 50 $6.81K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 38 $5.17K <0.01% +16 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 38 $5.17K <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 36 $4.9K <0.01% +5 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 34 $4.63K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 32 $4.36K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 30 $4.08K <0.01% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 30 $4.08K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 30 $4.08K <0.01% 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 25 $3.4K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 24 $3.27K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 19 $3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 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 DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 18 $2.45K <0.01% +3 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15 $2.04K <0.01% -1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 15 $2.04K <0.01% -5 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 14 $1.91K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 13 $1.77K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 13 $1.77K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 12 $1.63K <0.01% 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 11 $1.5K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 11 $1.5K <0.01% +5 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 10 $1.36K <0.01% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10 $1.36K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8 $1.09K <0.01% +7 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6 $868 <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5 $681 <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 5 $681 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5 $681 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4 $545 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3 $408 <0.01% new 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3 $408 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $408 <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $137 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $136 <0.01% -59 13F-HR Timeline