Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8,956 $244K 0.05% +320 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 8,320 $226K 0.05% +229 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,246 $224K <0.01% -311 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 8,097 $220K 0.01% +276 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,060 $219K <0.01% -9,198 13F-HR Timeline Group BetterWealth, LLC More: the full row for BetterWealth, LLC 8,039 $219K 0.04% +287 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,031 $218K <0.01% +3,241 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 7,881 $214K 0.03% +280 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,869 $214K <0.01% -4,061 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/ 7,775 $211K <0.01% -80 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 7,691 $209K 0.02% +293 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,939 $208K 0.01% new 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 7,655 $208K 0.01% +235 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,626 $207K <0.01% -1,618 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 7,589 $206K 0.05% new 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 7,575 $206K 0.04% +271 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,432 $202K <0.01% +5,118 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 7,425 $202K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,334 $199K <0.01% +245 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 7,182 $195K 0.03% +257 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,468 $176K 0.01% -4,274 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,936 $161K <0.01% +263 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5,820 $158K 0.02% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,531 $150K <0.01% +21 13F-HR Timeline Group Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 5,146 $140K 0.22% +184 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,716 $128K <0.01% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,033 $110K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,800 $103K <0.01% -48 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,317 $90K <0.01% +561 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,310 $90K 0.04% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,065 $83.3K <0.01% +511 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 2,593 $70.5K 0.04% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,513 $68K 0.01% +89 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,450 $66.6K 0.04% +86 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,320 $63.1K <0.01% +1,801 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,251 $61.2K 0.04% +80 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,144 $58.3K 0.03% +75 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,083 $56.6K <0.01% -2,038 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,816 $49.4K <0.01% +16 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,777 $48.3K <0.01% +195 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,753 $47.7K 0.01% +62 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,747 $47.5K 0.01% +62 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,620 $44K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,541 $41.9K 0.02% +55 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,496 $40.7K <0.01% +526 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,311 $35.7K <0.01% +265 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,286 $35K <0.01% +46 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,238 $33.7K 0.01% +44 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,071 $29.1K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 996 $27.1K 0.02% +362 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 954 $25.9K <0.01% +34 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 858 $23.3K <0.01% -3,951 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 845 $23K <0.01% +27 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 832 $22.6K 0.01% +2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 803 $21.8K <0.01% +34 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 799 $21.7K <0.01% +650 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 772 $21K <0.01% -32 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 685 $18.6K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 662 $18K <0.01% +23 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 658 $17.9K <0.01% +23 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 641 $17.4K <0.01% +22 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 609 $16.6K <0.01% -300 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 601 $16.3K <0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 588 $16K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 542 $14.7K <0.01% -3 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 538 $14.6K <0.01% +82 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 512 $13.9K <0.01% +18 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 500 $13.6K <0.01% 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 482 $13.1K 0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 486 $12.7K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 456 $12.4K <0.01% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 441 $12K <0.01% +15 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 431 $11.7K <0.01% +5 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 420 $11.4K 0.01% +15 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 409 $11.1K <0.01% +370 13F-HR Timeline MOTCO More: the full row for MOTCO 355 $9.65K <0.01% +27 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 343 $9.33K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 341 $9.28K <0.01% -37 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 340 $9.24K <0.01% -36 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 338 $9.19K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 329 $8.95K 0.01% -664 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 296 $8.05K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 290 $7.88K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 282 $7.66K <0.01% +60 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 275 $7.48K <0.01% +103 13F-HR Timeline ALTRINSIC GLOBAL ADVISORS LLC More: the full row for ALTRINSIC GLOBAL ADVISORS LLC 265 $7.21K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 248 $6.74K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 242 $6.59K <0.01% +94 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 242 $6.58K <0.01% +8 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 227 $6.17K <0.01% +8 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 195 $5.31K <0.01% +7 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 194 $5.29K <0.01% +5 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 189 $5.14K <0.01% -343 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 186 $5.06K <0.01% +6 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 180 $4.89K <0.01% +164 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 175 $4.76K <0.01% +90 13F-HR/A Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 172 $4.68K <0.01% +6 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 165 $4.49K <0.01% +3 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 132 $4K <0.01% +33 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 146 $3.97K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 136 $3.7K <0.01% +4 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 126 $3.43K <0.01% +3 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 123 $3.35K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 120 $3.26K <0.01% +4 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 116 $3.15K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 116 $3.15K <0.01% +4 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 116 $3.14K <0.01% +4 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 115 $3.13K <0.01% +20 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 123 $3K <0.01% +1 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 101 $2.75K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 100 $2.72K <0.01% +29 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 100 $2.72K <0.01% +3 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 100 $2.69K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 98 $2.66K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 95 $2.58K <0.01% +45 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 92 $2.5K <0.01% -212 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 91 $2.47K <0.01% -705 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 87 $2.37K <0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 86 $2.34K <0.01% +2 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 71 $1.93K <0.01% +16 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 66 $1.79K <0.01% +2 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 65 $1.77K <0.01% -13 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 63 $1.71K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 60 $1.63K <0.01% +2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 58 $1.58K <0.01% +2 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 57 $1.55K <0.01% -23 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 56 $1.52K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 53 $1.44K <0.01% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 53 $1.44K <0.01% -24 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 52 $1.37K <0.01% -12 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 45 $1.22K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 41 $1.11K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 37 $1.01K <0.01% +1 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 60 $1K <0.01% +3 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 40 $1K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 35 $952 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 33 $894 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 32 $870 <0.01% -487 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 29 $789 <0.01% -8 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 26 $707 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 25 $680 <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 22 $598 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 21 $571 <0.01% +8 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 19 $517 <0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 18 $489 <0.01% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 17 $462 <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 15 $408 <0.01% -160,581 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 13 $353 <0.01% new 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 13 $353 <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 13 $353 <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 12 $326 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $272 <0.01% -60 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 9 $245 <0.01% -149 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8 $218 <0.01% +6 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6 $163 <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 6 $163 <0.01% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 5 $136 <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 2 $54 <0.01% 13F-HR Timeline Group