Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,296 $229K <0.01% +48 13F-HR Timeline Group Teza Capital Management LLC More: the full row for Teza Capital Management LLC 2,294 $229K 0.44% -1,786 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,265 $226K 0.01% 0 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,258 $226K 0.06% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,229 $223K <0.01% -12 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,222 $222K 0.02% 0 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 2,214 $221K 0.01% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,197 $219K 0.01% -185 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 2,178 $218K 0.04% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,174 $217K 0.02% 0 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,170 $217K 0.03% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,157 $215K 0.02% new 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 2,144 $214K 0.13% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,111 $211K 0.06% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,082 $208K <0.01% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,040 $204K new Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,035 $203K 0.02% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,018 $202K <0.01% +1,492 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,007 $200K 0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,855 $188K 0.01% -267 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,674 $167K <0.01% +60 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,535 $153K 0.01% +553 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,480 $148K <0.01% -33 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,444 $144K <0.01% new 13F-HR/A Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,444 $143K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,408 $141K <0.01% +516 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,255 $125K <0.01% new 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 1,200 $120K 0.06% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,056 $105K <0.01% +89 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 1,030 $103K 0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 944 $94.3K <0.01% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 766 $76.5K 0.05% +5 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 758 $75.9K <0.01% -72 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 754 $75.3K <0.01% -15 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 743 $74K 0.04% +54 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 727 $72.6K <0.01% -319 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 712 $71.1K <0.01% +29 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 680 $67.9K <0.01% -92 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 650 $64.9K <0.01% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 646 $64.5K 0.03% +379 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 621 $62K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 587 $58.6K 0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 566 $56.5K <0.01% +173 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 561 $56K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 513 $51.2K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 502 $50.1K 0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 504 $50K 0.02% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 398 $39.8K 0.03% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 365 $36.5K 0.01% -98 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 341 $34.6K <0.01% -124 13F-HR Timeline Graticule Asia Macro Advisors LLC More: the full row for Graticule Asia Macro Advisors LLC 332 $33.2K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 316 $31.6K <0.01% -66 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 292 $29.2K <0.01% -144 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 285 $28.5K <0.01% 0 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 238 $23.8K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 226 $22.6K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 218 $21.8K 0.01% +77 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 201 $20.1K <0.01% +13 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 197 $19.7K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 189 $18.9K <0.01% +166 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 187 $18.7K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 183 $18.3K <0.01% -406 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 178 $17.8K <0.01% +119 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 166 $16.6K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 165 $16.5K <0.01% +5 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 159 $15.9K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 150 $15K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 141 $14K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 135 $13.5K <0.01% +26 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 120 $12K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 112 $11.2K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 95 $9.49K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 95 $9.49K <0.01% +7 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 88 $8.79K <0.01% +68 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 88 $8.76K <0.01% +1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 85 $8.49K <0.01% -2 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 82 $8.19K <0.01% new 13F-HR Timeline Group Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 81 $8.09K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 80 $7.99K <0.01% -74 13F-HR Timeline CX Institutional More: the full row for CX Institutional 72 $7K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 63 $6.29K <0.01% +11 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 60 $5.99K <0.01% +3 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 58 $5.79K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 57 $5.69K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 55 $5.5K <0.01% +7 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 52 $5K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 50 $5K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 47 $4.7K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 45 $4.5K <0.01% +15 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 44 $4.4K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 44 $4.4K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 38 $3.8K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 33 $3.3K <0.01% +12 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 32 $3.2K <0.01% +2 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 30 $3K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 29 $2.9K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 23 $2.31K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 23 $2.3K <0.01% +7 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 23 $2.3K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 23 $2.29K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 21 $2.1K <0.01% +17 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 30 $2K <0.01% +3 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 20 $2K <0.01% +5 13F-HR/A Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 19 $1.9K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 16 $1.6K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 16 $1.6K <0.01% +4 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 16 $1.6K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 14 $1.4K <0.01% new 13F-HR/A Timeline SHP Wealth Management More: the full row for SHP Wealth Management 13 $1.3K <0.01% +8 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $1.2K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 12 $1.2K <0.01% +6 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 12 $1K <0.01% -111 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 10 $999 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9 $899 <0.01% -5 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $799 <0.01% +1 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 8 $799 <0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6 $599 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 6 $599 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 6 $599 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5 $500 <0.01% +3 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 5 $471 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3 $310 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $305 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3 $300 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $300 <0.01% -3 13F-HR/A Timeline Kilter Group LLC More: the full row for Kilter Group LLC 3 $300 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $226 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2 $204 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2 $200 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2 $200 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1 $100 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $100 <0.01% -1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $100 <0.01% -4 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $100 <0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $100 <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.