Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,868 $366K 0.03% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,880 $363K 0.18% +543 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 1,851 $357K 0.16% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,845 $356K 0.09% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,842 $356K <0.01% -8,950 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,840 $355K 0.02% +282 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 1,837 $355K 0.31% -34 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,832 $354K 0.29% +1 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1,810 $349K 0.3% +255 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,810 $349K 0.02% new 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,796 $347K 0.03% +15 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,794 $346K 0.05% -1,245 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,789 $345K 0.17% +1,195 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,788 $345K 0.09% +165 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,783 $344K 0.01% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,773 $342K 0.01% -325 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,735 $335K 0.18% +292 13F-HR/A Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1,727 $333K 0.21% -1,261 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,724 $333K 0.14% +274 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,804 $331K 0.07% -673 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,715 $331K 0.05% +30 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 1,702 $329K 0.01% -18,898 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,698 $328K 0.07% -40 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,697 $328K 0.05% +350 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,678 $324K 0.01% -314 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,614 $321K 0.01% +69 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,662 $321K 0.05% -82 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,660 $320K 0.02% new 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 1,723 $320K 0.15% +339 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,655 $319K <0.01% +875 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,650 $318K 0.22% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,643 $317K 0.06% +487 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,555 $313K 0.1% +614 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,566 $302K <0.01% -2,533 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,561 $301K 0.08% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,540 $297K 0.02% -161 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 1,527 $295K 0.28% +2 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 1,520 $293K 0.03% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,517 $293K 0.01% +114 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,599 $292K 0.05% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,496 $289K 0.03% -10 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,483 $286K 0.02% 0 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 1,481 $286K 0.15% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,475 $285K 0.03% +20 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 1,468 $283K 0.11% +52 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,467 $283K <0.01% -713 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,459 $282K 0.01% -905 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,459 $282K 0.09% new 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,454 $281K 0.15% +20 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,454 $281K 0.01% new 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 1,452 $280K 0.24% -391 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,445 $279K 0.09% +388 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,443 $279K 0.03% +188 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,440 $278K 0.09% +38 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,424 $275K 0.25% +879 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,424 $275K 0.01% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,414 $273K 0.02% -604 13F-HR Timeline Group DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 1,411 $272K 0.23% +2 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,403 $271K 0.09% +347 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,391 $268K 0.13% +127 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,382 $267K 0.02% -299 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,366 $264K 0.01% new 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,358 $262K 0.04% -46 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 1,356 $262K 0.17% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,336 $258K 0.05% +3 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,335 $258K 0.02% -8 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,499 $257K <0.01% -8 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,315 $254K 0.02% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,314 $254K 0.01% -70 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,312 $253K 0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,297 $250K 0.03% -131 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 1,285 $248K 0.09% +2 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,257 $243K <0.01% +204 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 1,256 $242K 0.03% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,250 $241K 0.02% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,248 $241K 0.03% -270 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,240 $239K 0.15% new 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,237 $239K 0.15% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,228 $237K 0.01% -2,368 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,210 $234K <0.01% 0 13F-HR Timeline Group O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,200 $232K 0.04% 0 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 1,188 $229K 0.1% +59 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 1,186 $229K 0.06% +1 13F-HR Timeline Group Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,177 $227K 0.12% new 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 1,175 $227K 0.17% 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 1,172 $226K 0.12% +45 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,160 $224K 0.01% new 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,157 $223K 0.08% new 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,148 $222K 0.06% new 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,140 $220K 0.02% -48 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,139 $220K 0.02% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,135 $219K 0.01% +400 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,129 $218K 0.02% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,121 $216K 0.02% new 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 1,120 $216K 0.1% -253 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,109 $214K 0.01% new 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 1,098 $212K 0.24% new 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 1,094 $211K 0.17% 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 1,094 $211K 0.07% +2 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,080 $209K 0.16% -255 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,079 $208K 0.06% new 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 1,075 $208K 0.07% -2,620 13F-HR/A Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,075 $208K 0.01% -1,014 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,072 $207K 0.04% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,070 $207K 0.03% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,066 $206K 0.03% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 970 $204K 0.02% 0 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 1,058 $204K 0.02% 0 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 1,050 $203K 0.09% -27 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,050 $203K <0.01% new 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,042 $201K 0.02% +79 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,024 $198K 0.01% +28 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 965 $186K 0.03% +229 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 932 $180K 0.02% -22,889 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 857 $165K 0.01% +5 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 849 $164K 0.08% +423 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 824 $159K 0.07% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 776 $150K <0.01% +198 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 774 $149K 0.01% -2 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 762 $147K 0.01% -70 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 717 $139K 0.13% +145 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 708 $137K <0.01% +22 13F-HR Timeline Group PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 700 $135K 0.03% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 690 $133K 0.03% -245 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 630 $122K 0.03% -608 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 624 $120K 0.08% +559 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 612 $118K <0.01% 0 13F-HR Timeline Group Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 594 $115K 0.06% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 556 $107K <0.01% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 535 $103K <0.01% -2,483 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 502 $97.6K <0.01% -12 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 498 $96.2K 0.02% +209 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 495 $95.5K <0.01% -143 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 495 $95.5K <0.01% +342 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 493 $95K 0.06% +466 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 490 $94.6K <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 468 $90.4K 0.06% -2,206 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 466 $89.9K 0.02% -10 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 464 $89.6K 0.03% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 454 $87K 0.04% -230 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 434 $84.4K 0.04% +41 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 426 $82.2K 0.02% +1 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 416 $80K 0.02% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 408 $78.8K 0.03% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 394 $76K <0.01% +185 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 391 $75.5K <0.01% new 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 352 $74K 0.02% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 372 $71.8K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 371 $71.6K 0.01% -617 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 354 $68.3K 0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 341 $65.8K 0.2% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 331 $64.4K 0.04% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 321 $61.9K 0.04% +1 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 305 $59K 0.03% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 300 $57.9K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 300 $57.9K 0.01% 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 274 $52.9K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 266 $51K <0.01% +119 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Addison Advisors LLC More: the full row for Addison Advisors LLC 254 $49K 0.01% 0 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 238 $45.9K <0.01% new 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 236 $45.6K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 232 $44.8K 0.01% -20 13F-HR Timeline MOTCO More: the full row for MOTCO 226 $43.6K <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 216 $41.7K 0.72% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 200 $38.6K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 200 $38.6K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 184 $35.5K <0.01% 0 13F-HR/A Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 180 $34.7K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 168 $32.4K <0.01% +75 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 166 $32.1K 0.02% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 156 $30.1K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 154 $30K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 153 $29.5K <0.01% +112 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 150 $29K <0.01% -302 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crews Bank & Trust More: the full row for Crews Bank & Trust 150 $29K <0.01% +115 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 147 $28.4K <0.01% +38 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 147 $28.3K <0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 146 $28.2K <0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 143 $27.6K <0.01% new 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 140 $27K 0.01% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 131 $25.3K <0.01% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 122 $23.6K <0.01% -9,630 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 122 $23.6K <0.01% +15 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 120 $23.2K 0.01% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 121 $23K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 118 $22.8K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 114 $22K 0.02% +8 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 111 $21.4K 0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 109 $21K <0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 104 $20K <0.01% +14 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 100 $19.4K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 100 $19.3K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 100 $19.3K 0.01% 0 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 100 $19.3K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 100 $19.3K 0.01% -134 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 100 $19.3K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 99 $19K <0.01% new 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 94 $18.2K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 92 $17.8K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 91 $17.6K <0.01% +65 13F-HR Timeline Group