American Trust More: the full row for American Trust 5,574 $426K 0.04% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,429 $415K 0.02% -136 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,402 $413K 0.21% +746 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5,377 $410K 0.03% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 5,300 $405K 0.07% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,296 $405K 0.01% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,200 $397K 0.03% new 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 4,948 $378K 0.01% -40 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,859 $371K <0.01% +410 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 4,840 $370K 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,835 $370K <0.01% +975 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,822 $369K 0.04% +4,593 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 4,765 $364K 0.23% -237 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,750 $363K 0.06% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,712 $362K 0.01% -593 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,701 $359K 0.08% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,690 $359K 0.09% +849 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 4,689 $358K 0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,633 $354K 0.01% +1,667 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,567 $349K 0.02% +935 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,542 $347K 0.04% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,534 $347K 0.01% -14,789 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,505 $344K 0.01% +342 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,500 $344K 0.14% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,897 $337K 0.01% +2,097 13F-HR/A Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,362 $333K 0.01% +622 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,357 $333K 0.3% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,313 $330K 0.01% new 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 4,221 $323K 0.08% 0 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 4,275 $322K <0.01% +501 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 4,150 $317K 0.11% +950 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,124 $315K <0.01% +436 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,110 $314K 0.04% new 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 4,029 $308K <0.01% -698 13F-HR Timeline Group MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 4,000 $306K 0.06% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,918 $299K 0.15% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,915 $299K 0.06% +142 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,896 $298K 0.02% -6,641 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,810 $291K 0.01% 0 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 3,792 $290K 0.13% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,787 $289K 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 3,766 $288K 0.01% +2,343 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,743 $286K 0.01% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,688 $282K <0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,676 $281K <0.01% +3 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,672 $281K 0.03% -613 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,631 $278K 0.04% +410 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,615 $276K <0.01% -84 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,606 $276K 0.02% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 3,573 $273K <0.01% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,571 $273K 0.02% +725 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,540 $271K 0.14% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 3,535 $270K 0.02% new 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 3,506 $268K 0.05% -59 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,453 $264K <0.01% -16 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 3,443 $263K 0.05% +421 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 3,410 $261K <0.01% -36 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,405 $260K 0.03% +320 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,398 $260K 0.04% -7,890 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 3,341 $255K <0.01% -73,455 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,336 $255K 0.03% new 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 3,280 $251K <0.01% -99 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,240 $248K 0.01% +1,873 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,214 $246K 0.01% new 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,200 $245K 0.02% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 3,200 $245K 0.21% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,189 $244K 0.01% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,175 $243K 0.06% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,137 $240K 0.07% new 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3,111 $238K 0.02% +7 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,106 $237K 0.06% -7,244 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,105 $237K 0.02% +337 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,035 $232K <0.01% new 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 3,000 $229K 0.01% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,972 $227K <0.01% new 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,944 $225K 0.04% -134 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,938 $225K 0.02% +45 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 2,907 $222K <0.01% -1,661 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,889 $221K <0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,869 $219K 0.01% -155 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,861 $219K 0.02% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,809 $215K <0.01% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,679 $205K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,606 $199K <0.01% +1,281 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,490 $190K 0.04% -1,459 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,453 $188K 0.01% +148 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,365 $181K 0.02% -11,525 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,360 $180K 0.08% -2,050 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,193 $168K 0.06% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,992 $152K 0.01% +5 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,974 $151K 0.01% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,949 $146K <0.01% +355 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,781 $136K 0.07% +297 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,646 $126K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,625 $124K <0.01% +502 13F-HR/A Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,613 $123K 0.04% +217 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,530 $117K <0.01% +727 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,538 $116K <0.01% +444 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,453 $111K <0.01% +224 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,417 $108K <0.01% -183 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,374 $105K 0.01% +170 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,338 $102K 0.01% 0 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 1,328 $102K <0.01% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,476 $96.1K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,250 $95.6K <0.01% +189 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,227 $93.8K <0.01% -717 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 932 $70.2K 0.01% -57 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 861 $65.8K <0.01% -191 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 826 $63K <0.01% new 13F-HR Timeline Group Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 800 $61.2K 0.04% 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. 749 $57.3K <0.01% +186 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 722 $55K <0.01% -80 13F-HR Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 686 $52.4K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 649 $49.6K <0.01% -22 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 603 $46.1K 0.02% -290 13F-HR/A Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 600 $45.9K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 594 $45.4K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 560 $42.8K <0.01% -64 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 506 $38.7K 0.01% +128 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 502 $38.4K <0.01% +150 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 498 $38.1K <0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 486 $37.1K <0.01% +50 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) 470 $35.9K <0.01% +72 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 450 $34.4K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 429 $33K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 428 $33K 0.02% -4 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 410 $31.3K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 368 $28.1K <0.01% -89 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 324 $24.8K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 320 $24.5K <0.01% +120 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 317 $24.2K <0.01% -34 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 315 $24.1K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 309 $23.6K <0.01% +88 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 297 $22.7K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 268 $20.5K <0.01% +54 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 268 $20.5K <0.01% +247 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 261 $20K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 253 $19.3K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 238 $18K <0.01% +30 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 228 $17.4K <0.01% +58 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 206 $16K <0.01% -17,289 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 205 $15.7K <0.01% +40 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 200 $15.3K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 191 $15K <0.01% +8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 187 $14.3K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 182 $13.9K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 172 $13.1K <0.01% +94 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 160 $12.2K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 147 $11.2K <0.01% +15 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 143 $10.9K <0.01% +5 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 135 $10.3K <0.01% -37 13F-HR Timeline CX Institutional More: the full row for CX Institutional 130 $10K <0.01% 0 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 127 $9.71K <0.01% new 13F-HR/A Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 104 $7.82K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 101 $7.72K 0.01% -749 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 100 $7.64K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 99 $7.57K 0.01% 0 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 94 $7.19K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 93 $7.11K <0.01% -1 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 66 $5K <0.01% 0 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 61 $4.66K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 58 $4.43K <0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 56 $4.28K 0.01% -5 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 53 $4.05K <0.01% new 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 52 $3.98K <0.01% +2 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 50 $3.82K <0.01% +24 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 43 $3.29K <0.01% -461 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 40 $3.06K <0.01% +9 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 40 $3.06K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 40 $3.06K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 51 $3K <0.01% +24 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 38 $2.9K <0.01% +1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 35 $2.67K <0.01% -97 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 30 $2.29K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 28 $2.14K <0.01% +18 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 21 $2K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 25 $1.91K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 22 $1.68K <0.01% -15 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 21 $1.6K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 20 $1.53K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 20 $1.53K <0.01% +4 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 20 $1.53K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 19 $1.45K <0.01% -13 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 17 $1.18K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 15 $1.15K <0.01% -147,423 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14 $1.07K <0.01% +9 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 17 $1K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 12 $917 <0.01% +6 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 11 $841 <0.01% +5 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 10 $764 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 10 $764 <0.01% +4 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $681 <0.01% -21 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8 $612 <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. 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