Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,000 $55.2K <0.01% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,861 $51.3K <0.01% -553 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,710 $47.2K <0.01% +454 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,567 $43.2K <0.01% new 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,420 $39.4K <0.01% +321 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,320 $37K <0.01% +443 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 1,245 $34.3K <0.01% +865 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,200 $33.1K <0.01% -2,400 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,095 $30.2K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,087 $30K <0.01% +143 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,000 $27.6K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 991 $27.3K <0.01% +182 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 951 $26.2K 0.02% 0 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 934 $26K <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 878 $24.2K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 861 $23.8K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 834 $23K <0.01% +138 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 770 $21.2K <0.01% +32 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 754 $20.8K <0.01% +79 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 685 $18.9K <0.01% -347 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 666 $18.4K <0.01% +30 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 500 $13.8K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 426 $11.8K <0.01% -235 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 410 $11.3K <0.01% -156 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/ 404 $11.1K <0.01% -257 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 400 $11K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 389 $10.7K <0.01% +368 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 387 $10.7K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 368 $10K 0.01% +27 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 336 $9.27K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 318 $8.77K <0.01% +155 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 312 $8.61K <0.01% +156 13F-HR Timeline Group BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 302 $8.33K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 300 $8.28K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 293 $8.08K <0.01% +40 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 281 $7.75K <0.01% +46 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 274 $7.56K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 265 $7.31K <0.01% +46 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 238 $6.57K <0.01% -219 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 200 $5.52K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 185 $5.1K <0.01% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 175 $5K <0.01% +22 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 170 $4.69K <0.01% +153 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 168 $4.63K <0.01% +89 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 163 $4.43K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 142 $3.92K <0.01% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 135 $3.73K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 110 $3.04K <0.01% +38 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 109 $3.01K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 100 $2.76K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 100 $2.76K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 97 $2.68K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 100 $2.27K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 82 $2.26K <0.01% -200 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 80 $2.21K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 74 $2.04K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 75 $2K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 70 $1.93K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 68 $1.88K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 67 $1.85K <0.01% +46 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 64 $1.77K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 60 $1.66K <0.01% 0 13F-HR/A Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 53 $1.46K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 52 $1.44K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 50 $1.39K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 48 $1.33K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 45 $1.24K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 35 $966 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 34 $939 <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 34 $938 <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 32 $883 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 30 $828 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 30 $828 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 28 $772 <0.01% 0 13F-HR Timeline Group MOTCO More: the full row for MOTCO 27 $745 <0.01% -17 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 25 $690 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 22 $607 <0.01% +7 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 21 $564 <0.01% 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 20 $552 <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 19 $524 <0.01% -457 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 18 $497 <0.01% new 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 17 $469 <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 13 $359 <0.01% +11 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12 $331 <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 12 $331 <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 11 $303 <0.01% new 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10 $277 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 9 $248 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 7 $194 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4 $110 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $96 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $28 <0.01% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 12 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.