NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 19,057 $122K <0.01% +7,878 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 18,979 $121K <0.01% -1,945 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 18,950 $121K 0.01% -1,000 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 20,182 $120K <0.01% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 18,856 $120K <0.01% new 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 18,739 $120K 0.01% +3,232 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 18,305 $117K <0.01% +2,903 13F-HR Timeline Group NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 17,515 $112K <0.01% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,740 $112K <0.01% +1,351 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,507 $105K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 16,346 $104K 0.01% -3,249 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 16,212 $103K 0.01% -28 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 16,039 $102K 0.01% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 15,906 $101K <0.01% +1,737 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 15,584 $99.4K <0.01% +500 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,227 $97.2K <0.01% -62,607 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 15,081 $96.2K <0.01% -11,510 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 15,000 $95.7K 0.01% +5,000 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,785 $94.3K <0.01% new 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 14,762 $94.2K <0.01% -12,709 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 14,307 $91.3K <0.01% +3,081 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 14,061 $89.7K 0.04% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 13,864 $88.5K 0.9% -3,288 13F-HR/A Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 13,843 $88.3K <0.01% -45,899 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 13,842 $88K <0.01% -7,679 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 13,290 $84.8K <0.01% +1,554 13F-HR/A Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 13,283 $84.7K <0.01% -8,617 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,178 $84.1K <0.01% -532 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 13,172 $84K <0.01% -51 13F-HR Timeline Group North Dakota State Investment Board More: the full row for North Dakota State Investment Board 13,109 $83.6K <0.01% -1,531 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,966 $82.7K <0.01% +460 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,890 $82.2K <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,774 $81.5K <0.01% -1,876 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 12,749 $81.3K <0.01% +1 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 12,642 $80.7K 0.01% -19,333 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 12,532 $80K 0.01% +1,900 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,405 $79.5K <0.01% +2,221 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,287 $78.4K <0.01% -24,240 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 12,129 $77.4K 0.01% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 12,091 $77.1K <0.01% -4,683 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 12,072 $77K <0.01% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,032 $76.8K <0.01% -318 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 11,875 $75.8K 0.02% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11,845 $75.6K <0.01% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 11,570 $73.8K <0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,368 $72.5K <0.01% new 13F-HR/A Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 10,974 $70K 0.02% -109,165 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 10,751 $68.6K <0.01% -16 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 10,598 $67.6K <0.01% -8,452 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,591 $67.6K <0.01% +8,384 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 10,586 $67.5K 0.03% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 10,574 $67.5K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 10,362 $66.1K <0.01% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 10,312 $65.8K <0.01% -50 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 10,250 $65.4K 0.01% new 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 10,000 $63.8K 0.03% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 10,000 $63.8K 0.02% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 9,687 $61.8K 0.03% +500 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,404 $60K <0.01% +2,029 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,209 $52.4K <0.01% +1,437 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 8,000 $51K <0.01% +5,748 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 7,368 $47K <0.01% +11 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 7,335 $46.8K <0.01% +1,633 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 7,201 $45.9K <0.01% -43,699 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,394 $40.8K <0.01% +1,759 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 6,075 $38.8K <0.01% +1 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,262 $34K <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,179 $33K <0.01% -7,619 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,154 $32.9K <0.01% +102 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5,007 $31.9K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,947 $31.6K <0.01% +2,675 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 4,852 $31K 0.16% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,762 $30.4K <0.01% -1,192 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 4,704 $30K 0.01% +2,352 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,650 $23.3K <0.01% +1,000 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 3,341 $21.3K <0.01% -30,425 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,114 $19.9K <0.01% +950 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,815 $18K <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 2,767 $17.7K <0.01% +1,427 13F-HR/A Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,757 $17.6K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,350 $17.1K <0.01% +1,750 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,661 $16.5K <0.01% +460 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,508 $16K <0.01% +2,498 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,413 $15.4K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,330 $14.9K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,217 $14.1K <0.01% -1,008 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,150 $13.7K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,099 $13.4K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,083 $13.3K <0.01% +207 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,000 $12.8K <0.01% 0 13F-HR Timeline Group Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 1,950 $12.4K 0.21% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,000 $11.9K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,801 $11.5K <0.01% +75 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,769 $11.3K <0.01% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 1,600 $10.2K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,515 $9.67K <0.01% +15 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,500 $9.57K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,445 $9.22K <0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,437 $9.17K <0.01% +378 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,289 $8.22K <0.01% +485 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,215 $7.75K <0.01% -300 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,200 $7.66K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,200 $7.66K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,190 $7.59K <0.01% -400 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,000 $7.56K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,121 $7K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,601 $6.66K <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,000 $6.44K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,000 $6.38K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,000 $6.38K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,000 $6.38K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 975 $6.22K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,000 $6.21K <0.01% -21 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 958 $6.11K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 901 $5.75K <0.01% -200 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 892 $5.69K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 850 $5.42K <0.01% -16 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 850 $5.42K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 849 $5.42K <0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 861 $5.13K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 802 $5K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 798 $5K <0.01% -632 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 783 $5K <0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 779 $4.97K <0.01% +102 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 470 $4.9K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 774 $4.61K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 683 $4.36K +643 Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 672 $4.29K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 610 $3.89K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 600 $3.83K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 599 $3.82K <0.01% -106 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 570 $3.64K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 506 $3.23K <0.01% +72 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 504 $3.22K <0.01% +174 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 500 $3.19K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 500 $3.19K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 500 $3.19K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 416 $3K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 446 $2.85K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 368 $2.65K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 400 $2.55K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 371 $2.37K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 357 $2.28K <0.01% -92 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 343 $2.19K <0.01% -3,550 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 335 $2.14K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 328 $2.09K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 321 $2.05K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 330 $2K <0.01% -2,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 300 $1.91K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 300 $1.91K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 287 $1.83K <0.01% -182 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 272 $1.74K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 271 $1.73K <0.01% -683 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 270 $1.72K <0.01% 0 13F-HR/A Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 265 $1.69K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 250 $1.59K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 239 $1.52K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 219 $1.4K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 214 $1.36K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 213 $1.36K <0.01% new 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 209 $1.33K <0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 200 $1.28K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 200 $1.28K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 200 $1.28K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 200 $1.28K <0.01% -19 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 200 $1.28K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 199 $1.27K <0.01% -814 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 185 $1.18K <0.01% -8 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 169 $1.08K <0.01% -282 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 164 $1.05K <0.01% +36 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 166 $1.03K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 200 $1K <0.01% -235 13F-HR Timeline Group SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 150 $957 <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 145 $923 <0.01% -17,820 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 140 $894 <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 125 $872 <0.01% -20 13F-HR/A Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 125 $798 <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 125 $798 <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 117 $746 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 110 $683 <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 100 $638 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 100 $638 <0.01% -95 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $638 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 98 $626 <0.01% +1 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 90 $574 <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 80 $510 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 77 $491 <0.01% -11 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 75 $479 <0.01% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 74 $472 <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 52 $332 <0.01% new 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 50 $319 <0.01% +32 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHP Wealth Management More: the full row for SHP Wealth Management 50 $319 <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 50 $319 <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 50 $319 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 44 $281 <0.01% +21 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 42 $268 <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 40 $256 <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 40 $256 <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 35 $223 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 34 $217 <0.01% 0 13F-HR Timeline