Apella Capital, LLC More: the full row for Apella Capital, LLC 7,228 $816K 0.03% +1 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 7,210 $809K 0.02% -115 13F-HR Timeline Castalian Partners, LLC More: the full row for Castalian Partners, LLC 7,100 $797K 3.5% -32,900 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 6,897 $774K 0.02% new 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 6,872 $772K 0.01% +3 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 6,685 $751K +6,627 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,438 $723K <0.01% +1,125 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,330 $711K <0.01% 0 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 6,297 $707K <0.01% +3,102 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,153 $691K <0.01% +2,990 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 5,945 $667K 0.29% +20 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 5,925 $665K 0.24% 0 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 5,839 $656K +2,520 Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 5,750 $646K 0.03% +5,600 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 5,700 $640K 0.08% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,651 $634K <0.01% +1,295 13F-HR Timeline Group Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 5,635 $633K 0.08% 0 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 5,486 $616K 0.24% +3,300 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 5,446 $611K <0.01% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,321 $597K <0.01% -3,076 13F-HR Timeline Group BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 5,218 $586K 0.28% +17 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,153 $579K <0.01% -143 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 5,149 $578K 0.18% new 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 5,127 $576K 0.02% -560 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 5,083 $571K 0.23% +2,215 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,919 $552K 0.02% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,865 $546K 0.02% new 13F-HR Timeline CCM INVESTMENT GROUP, LLC More: the full row for CCM INVESTMENT GROUP, LLC 4,841 $545K 0.06% +1,853 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 4,724 $530K 0.02% -298 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,697 $527K 0.02% new 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 4,628 $520K 0.28% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 4,615 $518K 0.02% -189 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,610 $518K 0.01% +1,066 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,555 $511K 0.01% +2,370 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,552 $511K 0.24% +2,131 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,531 $509K <0.01% -218 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 4,531 $509K 0.09% +12 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,508 $506K <0.01% +732 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,495 $505K 0.23% +500 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,409 $500K 0.01% -758 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 4,442 $499K 0.25% 0 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 4,416 $496K 0.29% +585 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,412 $495K 0.01% new 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 4,178 $469K -57,158 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,111 $462K <0.01% +261 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 4,109 $461K <0.01% +746 13F-HR/A Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,036 $453K 0.01% -3,948 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,027 $452K 0.02% -18,193 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,014 $451K <0.01% -23 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,006 $450K 0.01% +352 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,941 $442K 0.09% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,898 $438K 0.13% -12,845 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,752 $421K 0.02% +3,359 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,743 $420K 0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,585 $402K 0.06% new 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 3,508 $394K 0.01% -30,100 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,502 $393K 0.07% -282 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,500 $393K 0.03% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,408 $383K 0.02% +1,432 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 3,389 $381K 0.01% new 13F-HR Timeline Group VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,388 $380K 0.12% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,244 $364K 0.01% -396 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 3,160 $355K <0.01% +271 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,089 $347K 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 3,055 $343K +36 Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,000 $337K <0.01% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,983 $335K 0.12% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,868 $322K 0.12% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,859 $321K 0.01% -388 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,854 $320K <0.01% -2,593 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,852 $320K 0.17% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,850 $320K 0.02% -1,060 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,735 $307K 0.02% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,709 $304K <0.01% -223 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 2,700 $303K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,683 $301K <0.01% 0 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 2,525 $283K 0.03% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,507 $281K 0.03% -210 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,472 $278K <0.01% +1,083 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,264 $274K 0.19% -1,662 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 2,354 $264K 0.09% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,325 $261K <0.01% -105 13F-HR Timeline Group PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 2,318 $260K 0.08% 0 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 2,306 $259K 0.01% -613 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,301 $258K 0.01% -1,720 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,254 $253K 0.04% +2,170 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 2,239 $251K 0.01% -465 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,211 $248K <0.01% +29 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,183 $245K 0.02% -1 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,161 $243K 0.01% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,145 $241K 0.02% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,139 $240K <0.01% +92 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,094 $235K 0.03% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,093 $235K 0.02% -73 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 2,082 $234K <0.01% -235 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,067 $232K <0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,060 $231K 0.01% new 13F-HR Timeline WILSEY ASSET MANAGEMENT INC More: the full row for WILSEY ASSET MANAGEMENT INC 2,059 $231K 0.05% 0 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) 2,047 $230K 0.01% -2,247 13F-HR Timeline Group LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 2,045 $230K 0.23% +1 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,015 $226K 0.1% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,994 $224K 0.01% +474 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,987 $223K <0.01% new 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,949 $219K 0.02% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,949 $219K 0.03% -788 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,946 $218K <0.01% +122 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 1,933 $217K <0.01% 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,932 $217K 0.04% new 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 1,900 $214K 0.01% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,890 $212K 0.18% -200 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,866 $209K 0.07% +2 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,832 $206K <0.01% -101 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,814 $204K <0.01% new 13F-HR Timeline Group WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 1,800 $202K 0.08% new 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,799 $202K 0.22% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,624 $182K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,503 $169K <0.01% +67 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,252 $141K 0.01% -8,623 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,199 $135K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,186 $133K 0.09% +539 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,173 $132K 0.02% -6,645 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,141 $128K <0.01% -224,592 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 1,054 $118K <0.01% -3,074 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 988 $111K <0.01% +42 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 911 $103K <0.01% +272 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 897 $101K <0.01% +65 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 888 $99.7K 0.01% +16 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 651 $73.1K <0.01% +115 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 630 $70.8K <0.01% -41 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 614 $68.9K <0.01% +390 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 614 $68.9K 0.01% +302 13F-HR/A Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 600 $67.4K -6,331 Timeline Quarry LP More: the full row for Quarry LP 595 $66.8K 0.02% +293 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 557 $62.5K <0.01% +383 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 555 $62K <0.01% +170 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 537 $60.3K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 520 $58.4K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 508 $57.6K 0.01% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 503 $56.5K 0.02% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 475 $53.3K <0.01% +88 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 416 $46.7K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 403 $45.2K <0.01% +293 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 400 $44.9K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 386 $43K <0.01% -4,837 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 382 $42.9K <0.01% -50 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 374 $42K 0.02% -228 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 349 $39.2K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 354 $38.6K <0.01% +250 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 335 $37.6K <0.01% -2 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 325 $36.5K <0.01% +98 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 324 $36.4K <0.01% +90 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 322 $36.2K <0.01% +220 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 297 $33.3K 0.02% -409 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 280 $31.4K <0.01% +148 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 240 $27K <0.01% -33 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 238 $26.7K <0.01% +152 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 206 $23.1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 206 $23K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 198 $22.2K <0.01% -3,781 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 175 $19.6K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 172 $19.3K <0.01% +44 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 159 $17.9K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 150 $16.8K <0.01% +58 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 146 $16.3K <0.01% -199 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 138 $15.5K <0.01% +10 13F-HR/A Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 129 $14.4K 0.01% -14 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $14.3K 0.1% -127 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 111 $13.3K <0.01% -142 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 109 $12.3K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 109 $12K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 103 $11.6K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 95 $10.7K 0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 95 $10.7K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 84 $10.3K <0.01% +26 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 86 $9.74K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 84 $9.43K <0.01% -343 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 82 $9.23K <0.01% -29 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 80 $8.97K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 75 $8.42K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 74 $8.31K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 70 $7.86K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 63 $7.07K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 66 $7K <0.01% +19 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 61 $6.81K <0.01% +1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 60 $6.74K 0.01% +44 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 55 $6.17K <0.01% +17 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 50 $5.61K <0.01% -156 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 50 $5.61K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 50 $5.61K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 48 $5.39K <0.01% -32 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 45 $5.05K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 41 $4.6K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 39 $4.38K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 33 $3.71K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 29 $3.26K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 29 $3.24K <0.01% -124 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 30 $3K <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 29 $3K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 22 $2.59K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 14 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.