SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 21,282 $455K 0.8% 0 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 20,661 $441K 0.02% -1,918 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 20,000 $427K 0.03% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 19,942 $426K 0.02% +523 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 22,233 $421K 0.02% -524 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,013 $406K <0.01% +3,000 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 21,491 $391K 0.03% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 18,125 $387K 0.02% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 17,432 $372K <0.01% -695 13F-HR Timeline Group Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 16,917 $361K 0.13% -50 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 16,880 $361K 0.21% 0 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 16,476 $354K 0.04% +1,514 13F-HR Timeline Group BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 20,000 $345K 0.07% new 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 15,886 $339K 0.05% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 18,411 $338K 0.01% 0 13F-HR Timeline Group CBRE INVESTMENT MANAGEMENT LISTED REAL … More: the full row for CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 15,702 $335K 0.01% -924,300 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 15,203 $328K 0.03% -20,609 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 15,344 $328K <0.01% +545 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,099 $323K 0.01% -1,246 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 15,000 $320K 0.2% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,676 $313K <0.01% +240 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,137 $302K <0.01% +532 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 14,000 $299K 0.05% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 13,456 $287K <0.01% new 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 13,203 $282K <0.01% -2,127 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,000 $278K 0.01% new 13F-HR Timeline Palo Duro Investment Partners, LP More: the full row for Palo Duro Investment Partners, LP 12,936 $276K 0.08% +1,608 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 12,900 $276K 0.14% -1,538 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 12,350 $264K 0.05% +1,449 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 11,840 $253K 0.03% -85 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 10,970 $234K 0.03% -650 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 10,915 $233K 0.02% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 13,500 $233K 0.03% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 10,855 $232K 0.07% +25 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 10,700 $229K 0.05% -1,649 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 10,673 $228K 0.03% +1,657 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 10,455 $223K 0.03% -6,094 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 10,192 $218K 0.13% -52 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 10,061 $215K <0.01% +3,073 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,036 $214K 0.02% -1,247 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 10,008 $214K 0.11% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 9,517 $203K 0.03% -837 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 9,500 $203K 0.01% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 10,113 $189K 0.16% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,806 $188K <0.01% +4,894 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,613 $184K <0.01% 0 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 10,060 $178K 0.04% -791 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,311 $178K 0.02% +5,468 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 8,236 $176K -1,111 Timeline MAI Capital Management More: the full row for MAI Capital Management 6,630 $142K <0.01% +192 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,492 $139K 0.02% -829 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6,341 $135K 0.06% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,000 $128K <0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 5,500 $117K 0.08% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 5,035 $108K 0.06% +68 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 5,000 $107K 0.06% +600 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,896 $105K 0.02% +152 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 4,874 $104K 0.08% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,242 $91.3K <0.01% +2,879 13F-HR/A Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,780 $80.7K 0.03% -179 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,684 $57.6K <0.01% +300 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,605 $55.6K 0.01% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,408 $51K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,433 $47.1K <0.01% +43 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,219 $47K <0.01% +248 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,877 $40.1K 0.01% +77 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,875 $40K <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/ 1,864 $39.8K <0.01% -378 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,698 $36.3K <0.01% +938 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,600 $34.2K 0.02% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,320 $28.2K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,189 $25.4K <0.01% +170 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,146 $24.5K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 857 $18.3K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 750 $16K 0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 838 $15K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 700 $15K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 746 $14.5K 0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 595 $12.8K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 583 $12K <0.01% 0 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 532 $11.4K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 500 $10.7K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 459 $9.8K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 417 $8.91K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 391 $8.35K <0.01% +36 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 377 $8.05K <0.01% +377 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 362 $7.73K 0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 343 $7.33K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 360 $7K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 300 $6.44K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 300 $6.41K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 284 $6.07K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 263 $5.62K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 247 $5.28K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 234 $5K <0.01% -62 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 228 $4.87K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 213 $4.55K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 211 $4.5K <0.01% +4 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 133 $2.84K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 118 $2.51K <0.01% +3 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 108 $2.31K <0.01% +2 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 106 $2.26K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 100 $2.14K <0.01% -900 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 100 $2K <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 86 $1.84K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 83 $1.77K <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) 59 $1.26K <0.01% -27,176 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 37 $790 <0.01% -2 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 3 $64 <0.01% -5 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 1 $27 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -678 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.