BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,458 $489K <0.01% -393 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,363 $483K <0.01% +1,049 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,342 $482K 0.02% +1,014 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,316 $480K 0.01% +267 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,267 $477K 0.02% -267 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,150 $469K 0.02% +1,832 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 7,123 $467K 0.12% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,107 $466K 0.01% +251 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,073 $464K <0.01% -1,100 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 6,947 $456K 0.07% new 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 6,868 $451K <0.01% +274 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,801 $446K 0.16% -3,330 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,637 $435K 0.09% -189 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,570 $431K 0.01% new 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 6,473 $425K 0.39% 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 6,372 $418K 0.06% 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 6,647 $417K <0.01% -521 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,269 $411K 0.07% +6,076 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,259 $411K <0.01% -628 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,160 $404K 0.05% +318 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,107 $401K <0.01% +1,226 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,074 $399K 0.01% -473 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 5,935 $389K 0.54% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,886 $386K 0.02% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 5,858 $384K 0.19% +1,022 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,605 $368K 0.15% -23 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 5,578 $366K <0.01% +22 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,561 $365K 0.02% -352 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 5,493 $360K 0.12% +78 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,421 $356K 0.18% -121 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,400 $354K 0.06% -505 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,399 $354K 0.01% +92 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 5,340 $350K 0.19% +425 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,331 $350K 0.02% -312 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,308 $348K 0.01% +560 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 5,172 $339K 0.14% -50 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 5,142 $337K 0.23% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,061 $332K 0.1% +21 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,054 $332K 0.02% +532 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 5,051 $331K 0.3% +1,095 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 5,050 $331K 0.02% +822 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 5,003 $328K <0.01% -282 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,932 $324K <0.01% +390 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,877 $320K 0.01% -7 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,791 $314K 0.17% +955 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,786 $314K 0.02% +529 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,730 $310K 0.09% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,723 $310K 0.01% -3 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,709 $309K 0.03% +588 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,697 $308K 0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,693 $308K <0.01% +1,575 13F-HR/A Timeline Group TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 4,626 $304K 0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 4,524 $297K 0.18% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 4,524 $297K 0.07% +156 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,519 $296K <0.01% -9,956 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,518 $296K <0.01% -60 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 4,489 $295K 0.04% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,453 $292K <0.01% +618 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 4,437 $291K 0.03% -21 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,410 $289K 0.01% +882 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,371 $287K 0.02% +497 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 4,335 $284K 0.02% +1,115 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,330 $284K 0.01% +650 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,304 $282K 0.02% +42 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,810 $278K 0.24% +129 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,237 $278K 0.08% -1,559 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,227 $277K 0.06% +211 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,217 $277K 0.07% +681 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,214 $276K 0.01% +37 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 4,207 $276K 0.02% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,196 $275K 0.05% -140 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 4,178 $274K 0.23% +374 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,171 $274K 0.09% +524 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,152 $272K 0.04% -570 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,149 $272K 0.03% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,090 $268K <0.01% -1,167 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,084 $268K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,028 $264K <0.01% +382 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,012 $263K 0.06% -488 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,010 $263K 0.07% -1,125 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 4,005 $263K <0.01% -13,858 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,849 $262K 0.28% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,842 $252K 0.01% new 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 3,492 $252K 0.01% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 3,752 $246K <0.01% +74 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 3,690 $242K 0.06% -69 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,677 $241K 0.02% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,652 $240K <0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,649 $239K 0.04% +140 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,634 $238K <0.01% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,579 $235K <0.01% new 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,575 $235K 0.07% -137 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,548 $233K 0.02% +859 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,537 $232K <0.01% -170 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,558 $228K <0.01% 0 13F-HR/A Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,338 $223K 0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 3,399 $223K 0.17% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,397 $223K 0.01% +724 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,359 $220K 0.01% +1,015 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,314 $218K 0.02% -1,511 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,302 $217K 0.02% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,299 $216K 0.04% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,285 $215K 0.02% +3,282 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,257 $214K 0.02% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 3,256 $214K 0.11% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,249 $213K <0.01% +685 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,248 $213K 0.01% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,233 $212K 0.02% new 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,209 $211K 0.06% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,180 $209K 0.02% new 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,179 $209K 0.02% new 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,824 $206K 0.08% -464 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 3,060 $201K 0.02% new 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,036 $199K 0.04% +2,975 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,563 $185K <0.01% -52 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 2,562 $168K 0.05% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,545 $167K <0.01% +958 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,444 $160K 0.02% +656 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,189 $144K 0.04% +275 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,080 $137K 0.01% +210 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,080 $136K 0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,071 $136K 0.02% +18 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,000 $131K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,995 $131K 0.01% +1,014 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,911 $125K 0.07% -42 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,881 $123K <0.01% +1,706 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,873 $123K 0.01% +644 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,690 $111K 0.07% +174 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,665 $109K <0.01% -23 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,589 $104K 0.01% +154 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 1,375 $90.2K 0.06% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,374 $90.1K <0.01% 0 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 1,364 $89.5K 0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,323 $86.8K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,441 $85.6K 0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,287 $84.4K 0.01% -288 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,227 $80.5K <0.01% +150 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,223 $80.2K 0.03% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,100 $72K <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,097 $72K 0.06% +32 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,089 $71.4K 0.02% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,084 $71.1K 0.02% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,073 $70.4K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,052 $69K <0.01% +107 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 989 $64.9K <0.01% -13 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 972 $63.8K <0.01% +45 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 969 $63.6K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 960 $62K <0.01% +657 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 941 $61.7K 0.02% +383 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 877 $57.6K <0.01% +582 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 855 $56.1K <0.01% -188 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 839 $55K <0.01% +3 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 816 $53.5K 0.01% 0 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 809 $53.1K <0.01% -84 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 790 $51.8K <0.01% -439 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 750 $49.2K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 723 $47.4K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 704 $46.3K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 640 $42K <0.01% +161 13F-HR Timeline Group WFA Asset Management Corp More: the full row for WFA Asset Management Corp 612 $41.7K 0.02% -19 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 625 $41K <0.01% -98 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 577 $37K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 557 $36.5K <0.01% -2 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 491 $32.2K <0.01% 0 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 481 $31.6K 0.02% +78 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 462 $30.3K 0.01% +1 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 456 $29.9K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 449 $29.5K 0.01% new 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) 438 $28.7K <0.01% -3,543 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 422 $27.7K <0.01% -278 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 424 $27K <0.01% -2,149 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 410 $26.9K <0.01% -76 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 410 $26.9K <0.01% -153 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 399 $26.2K <0.01% -5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 390 $25.6K 0.02% +7 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 382 $25.1K 0.01% +31 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 368 $24.1K <0.01% -1 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 360 $23.6K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 355 $23.3K <0.01% -137 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 300 $19.7K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 295 $19.4K <0.01% +40 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 283 $18.5K <0.01% +5 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 282 $18.5K 0.02% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 280 $18.4K <0.01% -790 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 280 $18.4K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 275 $18K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 268 $17.6K 0.01% -18 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 263 $17.3K <0.01% +203 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 255 $16.7K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 250 $16.4K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 245 $16.1K 0.01% +4 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 242 $15.9K 0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 228 $15K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 226 $14.8K <0.01% +44 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 223 $14.6K <0.01% -9 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 219 $14.4K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 213 $14K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 211 $13.8K <0.01% +55 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 204 $13K 0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 204 $12.1K <0.01% 0 13F-HR Timeline