KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,335 $279K 0.06% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,316 $277K 0.03% -1,938 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,299 $275K <0.01% +704 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,201 $263K <0.01% 0 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 2,100 $251K 0.09% +549 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,066 $247K 0.07% +17 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,065 $247K 0.01% -138 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 2,049 $245K 0.05% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,046 $244K <0.01% +320 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,041 $244K <0.01% new 13F-HR Timeline Robeco Institutional Asset Management B… group of 2 filers holding More: the full row for Robeco Institutional Asset Management B.V. 2,002 $239K -39,754 Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,001 $239K 0.06% +14 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 2,000 $239K 0.2% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 2,000 $239K 0.01% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,991 $238K 0.04% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,990 $238K <0.01% -1,086 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,962 $234K <0.01% -1,068 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 1,959 $234K 0.01% +1,016 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,909 $228K 0.03% new 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 1,885 $225K 0.01% +962 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,854 $222K 0.01% -90 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,831 $219K <0.01% +2 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,817 $217K 0.02% new 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 1,757 $210K 0.26% +41 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 1,693 $202K 0.01% -3,658 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,463 $175K <0.01% +19 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 1,358 $162K 0.1% -561 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,199 $143K 0.01% -17 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 1,197 $143K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,135 $136K 0.09% -119 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,126 $135K 0.01% -16 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,017 $122K <0.01% +280 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 902 $108K <0.01% new 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 800 $95.6K <0.01% -1,102 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 769 $91.9K <0.01% +590 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 751 $89.7K <0.01% +87 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 706 $84.4K <0.01% -43 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 709 $82.7K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 522 $62.4K 0.01% +25 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 509 $60.8K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 499 $59.6K <0.01% +33 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 479 $57.2K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 444 $53.1K <0.01% +13 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 443 $52.9K <0.01% +383 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 411 $47.9K <0.01% -79 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 400 $47.8K 0.03% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 376 $44.9K 0.03% +90 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 355 $42.4K <0.01% +61 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 332 $39.7K 0.01% +320 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 293 $35.1K <0.01% -379 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 266 $31.8K 0.01% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 259 $30.9K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 257 $30K 0.02% -57 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 240 $28.7K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 210 $25.6K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 186 $22.3K <0.01% +2 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 175 $20.9K <0.01% +5 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 171 $20.4K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 161 $19.2K <0.01% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 150 $17.9K <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 141 $16.9K <0.01% +27 13F-HR/A Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 133 $15.9K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 132 $15.8K <0.01% +78 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 121 $14.5K <0.01% 0 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 113 $14K <0.01% -21,439 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 110 $13.1K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 100 $11.9K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 95 $11.4K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 94 $11.2K <0.01% +26 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 93 $11.1K <0.01% +23 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 92 $11K <0.01% +35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 81 $9.68K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 70 $8.37K <0.01% +7 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 68 $8.13K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 67 $8.01K <0.01% +37 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 61 $7.29K <0.01% -30 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 60 $7.17K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 54 $6.45K <0.01% -2 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 54 $6.45K <0.01% 0 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 54 $6.45K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 48 $5.74K <0.01% -6 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 48 $5.74K <0.01% +37 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 45 $5.38K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 42 $5.03K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 42 $5.02K <0.01% -1 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 40 $4.78K <0.01% new 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 39 $4.66K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 35 $4.18K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 32 $4K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 32 $3.82K <0.01% +15 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 30 $3.58K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 30 $3.58K <0.01% +21 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 29 $3.47K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 29 $3.47K <0.01% -44 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20 $2.39K <0.01% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 20 $2.39K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 18 $2.15K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 17 $2.03K <0.01% -60 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 17 $2.03K <0.01% -5 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 16 $1.91K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 15 $1.79K <0.01% -1 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 13 $1.55K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 13 $1.55K <0.01% -7 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 12 $1.43K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 12 $1.43K <0.01% +2 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 12 $1.43K <0.01% +1 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 10 $1.2K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9 $1.08K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 8 $956 <0.01% +2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7 $837 <0.01% +4 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7 $837 <0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 7 $837 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $837 <0.01% +4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $717 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5 $598 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5 $598 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 5 $598 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 5 $598 <0.01% new 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5 $583 <0.01% -8 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4 $478 <0.01% +2 13F-HR Timeline Trust Co More: the full row for Trust Co 3 $359 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $359 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3 $359 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $358 <0.01% +2 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2 $239 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $239 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2 $239 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $239 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $120 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1 $120 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $120 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $120 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $120 <0.01% -1 13F-HR Timeline