Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 29,550 $93.7K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 29,353 $93K <0.01% +27,010 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 28,034 $88.9K -252 Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 28,000 $88.8K 0.01% 0 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 26,663 $84.5K <0.01% -12,295 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 26,520 $84.1K <0.01% +3,936 13F-HR Timeline Group Skaana Management L.P. More: the full row for Skaana Management L.P. 26,513 $84K 0.04% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 26,500 $84K 0.02% -1,500 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 28,260 $83.4K 0.02% -146,131 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 25,750 $81.6K 0.02% -2,405 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 25,318 $80.3K <0.01% -1,715 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 25,288 $80.2K <0.01% +976 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 25,320 $80K <0.01% +86 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 25,135 $79.7K 0.01% +25,000 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 24,370 $77.3K <0.01% -4,233 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 24,270 $76.9K <0.01% +5,255 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 23,850 $75.6K <0.01% -2,975 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 23,224 $73.6K 0.04% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 23,006 $72.9K <0.01% +14,606 13F-HR Timeline Group BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 23,000 $72.9K 0.02% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 22,551 $71.5K <0.01% -4,063 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 22,500 $71.3K 0.01% -155 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 22,256 $70.6K 0.01% -4,250 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 22,254 $70.5K 0.01% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 21,895 $69.4K 0.03% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 21,413 $68.5K <0.01% -1,242 13F-HR/A Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 21,441 $68K <0.01% -6,865 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 21,310 $67.6K <0.01% +7,583 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 21,166 $67.1K <0.01% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 20,780 $65.9K 0.07% +9,870 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 20,569 $65.2K <0.01% +15,318 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 20,081 $63.7K <0.01% +9,102 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 19,100 $60.5K <0.01% +9,550 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 19,023 $60.3K 0.04% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19,000 $60.2K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 18,908 $59.9K <0.01% -14,200 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 18,565 $58.9K 0.03% -18,986 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 18,510 $58.7K 0.03% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 18,502 $58.7K <0.01% +255 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 18,499 $58.6K <0.01% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 18,468 $58.5K <0.01% -7,077 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 17,859 $56.6K 0.05% -498 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 17,598 $55.8K 0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,400 $55K <0.01% -15 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 17,317 $54.9K 0.02% -1,900 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 17,122 $54.3K <0.01% +1,790 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) 17,101 $53.7K <0.01% -33,377 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 16,450 $52.1K <0.01% -7,189 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 16,135 $51.1K <0.01% +1,362 13F-HR/A Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 15,727 $50.3K <0.01% 0 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 15,660 $49.6K <0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,507 $49.2K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 15,165 $48.1K <0.01% +14,191 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 15,000 $47.5K <0.01% 0 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 15,000 $47.5K 0.01% 0 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 14,756 $46.8K <0.01% -176,526 13F-HR Timeline Group Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 14,500 $46K 0.01% -1,000 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 14,454 $45.8K <0.01% +3,742 13F-HR Timeline Group STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 14,292 $45.3K <0.01% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 13,875 $44K <0.01% +1,000 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,800 $43.7K <0.01% +1,309 13F-HR/A Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 13,250 $42K <0.01% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 13,250 $42K 0.01% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 13,000 $41.2K 0.02% -9,700 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 12,632 $40K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 12,585 $39.9K <0.01% -10,397 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 12,457 $39.5K <0.01% -154,164 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 12,410 $39.3K 0.01% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 12,308 $39K 0.02% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 12,300 $39K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12,298 $39K 0.01% +1 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 12,032 $38.5K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,049 $38.2K <0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,995 $38K <0.01% -1,128 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,837 $37.5K <0.01% -11,086 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 11,724 $37.2K <0.01% +996 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 11,119 $35.2K <0.01% +466 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,090 $35.2K <0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,950 $35K <0.01% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 11,000 $34.9K 0.02% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,854 $34.4K 0.02% -1,608 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 10,700 $33.9K <0.01% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 10,220 $32.4K 0.01% new 13F-HR Timeline Orchard Capital Management, LLC More: the full row for Orchard Capital Management, LLC 10,185 $32.3K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 10,000 $31.7K 0.01% new 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 10,000 $31.7K 0.02% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 9,760 $30.9K <0.01% +3,998 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,810 $27.9K <0.01% +5,353 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,768 $27.8K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,690 $27.5K 0.01% -57 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 12,915 $27.5K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 7,122 $22.6K <0.01% +1,347 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,945 $22K <0.01% -5,655 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 10,001 $21.3K 0.01% -100 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 10,000 $21.3K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,650 $21.1K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,029 $19.1K <0.01% +155 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 5,374 $17K 0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,000 $15.8K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 4,675 $14.8K <0.01% +2,300 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 4,670 $14.8K <0.01% +891 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,284 $13K <0.01% +459 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 4,000 $12.7K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,801 $12K <0.01% -2,918 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,722 $11.8K <0.01% -1,751 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,465 $11K <0.01% +1,433 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,462 $11K <0.01% +2,631 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 3,000 $9.51K 0.01% 0 13F-HR/A Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,500 $7.92K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,440 $7.74K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 2,400 $7.61K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,036 $6.76K <0.01% +465 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,988 $6.39K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,899 $6.02K <0.01% +785 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,830 $5.8K <0.01% +1,800 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,769 $5.61K <0.01% +282 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,512 $5K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,500 $4.75K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,486 $4.71K <0.01% +10 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,230 $3.9K <0.01% 0 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,691 $3.87K <0.01% -777 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,210 $3.84K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,173 $3.72K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,089 $3.45K <0.01% +401 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,021 $3.24K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,000 $3.17K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,000 $3.17K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,000 $3.17K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 831 $2.63K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 750 $2.38K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 700 $2.22K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 775 $2K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 631 $2K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 700 $1.9K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 583 $1.85K <0.01% +193 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 580 $1.84K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 743 $1.79K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 560 $1.77K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 554 $1.76K <0.01% +440 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 522 $1.66K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 434 $1.38K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 434 $1.38K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 592 $1.28K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 399 $1.26K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 370 $1.17K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 466 $1.01K <0.01% -569 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 357 $1K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 300 $951 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 297 $942 <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 250 $938 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 280 $888 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 242 $767 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 230 $730 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 229 $726 <0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 223 $707 <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 217 $687 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 212 $672 <0.01% -60 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 200 $634 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 183 $608 <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 170 $564 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 168 $533 <0.01% new 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/ 158 $499 <0.01% +2 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 150 $476 <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 131 $415 <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 130 $413 <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 128 $406 <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 112 $355 <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 100 $332 -11,195 Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 104 $330 <0.01% new 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 104 $330 <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 91 $289 <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 129 $283 <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 86 $273 <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 78 $247 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 76 $241 <0.01% -97 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 68 $216 <0.01% +34 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 60 $199 <0.01% -130 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 61 $193 <0.01% -80 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 57 $181 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 56 $178 <0.01% +9 13F-HR Timeline City State Bank More: the full row for City State Bank 50 $159 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 43 $137 <0.01% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 42 $133 <0.01% +4 13F-HR/A Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 40 $127 <0.01% 0 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 39 $123 <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 36 $114 <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 33 $105 <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 26 $82 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 26 $82 <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 23 $73 <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 16 $51 <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 12 $38 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 11 $35 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $29 <0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6 $19 <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 5 $15 <0.01% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4 $13 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2 $7 <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1 $3 <0.01% -299 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 158 $0 0% +59 13F-HR Timeline Value filed as zero, left out of ratios.