ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 897 $203K <0.01% new 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 896 $203K 0.03% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 887 $201K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 874 $198K 0.01% -34 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 860 $195K 0.07% -65 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 847 $192K <0.01% +261 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 826 $187K <0.01% -11 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 778 $176K <0.01% -186 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 774 $175K <0.01% -4 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 751 $170K 0.12% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 748 $170K <0.01% -41 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 747 $169K 0.01% +33 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 724 $164K 0.02% -100 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 700 $158K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 683 $155K <0.01% +201 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 616 $139K <0.01% +26 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 594 $135K 0.03% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 584 $132K 0.01% -1 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 565 $128K 0.06% +535 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 555 $126K 0.03% +460 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 533 $121K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 485 $110K 0.02% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 445 $101K <0.01% new 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 434 $98K 0.07% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 429 $97K 0.06% -12 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 421 $93.9K 0.01% +16 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 405 $91.8K <0.01% -29 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 404 $91.6K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 395 $89.5K <0.01% +56 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 389 $88.2K <0.01% +153 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 378 $85.7K 0.07% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 350 $79.3K 0.04% -22 13F-HR Timeline Quarry LP More: the full row for Quarry LP 332 $75.2K 0.02% -653 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 319 $72.3K 0.09% +90 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 303 $68.7K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 291 $66K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 284 $64.4K 0.04% +4 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 279 $63.2K <0.01% +254 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 275 $62.3K 0.01% +30 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 273 $61.9K <0.01% +2 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 286 $61K 0.04% -86 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 262 $59.4K 0.01% +108 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 252 $57.1K 0.04% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 243 $55.1K 0.01% +31 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 207 $46K 0.02% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $45.3K 0.02% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 190 $43.1K <0.01% -30 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 190 $42.9K 0.01% new 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 172 $39K <0.01% -288 13F-HR/A Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 168 $38.1K 0.03% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 165 $37.4K <0.01% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 151 $34.4K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 147 $33.3K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 145 $32.9K <0.01% +142 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 137 $31.1K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 136 $30.9K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 132 $29.9K <0.01% -6 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 16,768 $29.2K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 126 $28.6K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 105 $24K <0.01% +39 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 105 $23.8K <0.01% -8 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 102 $23.1K 0.02% -87 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 100 $22.7K 0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 98 $22.2K <0.01% 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 97 $22K <0.01% -38 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 95 $21.5K 0.02% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 94 $21.3K 0.02% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 91 $21K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 91 $20.6K 0.01% -91 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 79 $17.7K <0.01% +60 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 74 $16.9K <0.01% -10 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 74 $16.8K <0.01% -21 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 73 $16.5K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 72 $16.3K <0.01% -88 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 70 $15.9K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 68 $15K <0.01% +37 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 65 $14.7K <0.01% 0 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 58 $13.1K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 55 $12.5K <0.01% +29 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 55 $12.4K 0.01% -8 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 54 $12.2K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 52 $11.8K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 51 $11.6K <0.01% +50 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 50 $11.3K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 50 $11.3K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 47 $10.7K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 44 $9.97K <0.01% +28 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 41 $9.29K <0.01% -1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 40 $9.07K 0.01% -22 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 88 $8.84K 0.01% +46 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 39 $8.84K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 39 $8.84K 0.05% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 39 $8.84K <0.01% +8 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 39 $8.84K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 38 $8.61K <0.01% -37 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 37 $8.39K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 36 $8.16K <0.01% +3 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 33 $7.48K <0.01% 0 13F-HR/A Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 32 $7.25K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 30 $6.8K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 29 $6.57K <0.01% +13 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 29 $6.57K <0.01% +29 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 25 $5.67K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 24 $5.54K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 24 $5.44K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 23 $5.21K 0.01% -15 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 20 $5K <0.01% new 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 22 $4.99K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 22 $4.92K <0.01% -1 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 19 $4.31K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 19 $4.31K <0.01% +14 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 21 $4K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 17 $3.85K <0.01% -3 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 16 $3.63K <0.01% -3 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 16 $3.63K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 15 $3.4K <0.01% +9 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 14 $3.17K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 13 $2.95K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 11 $2.49K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 11 $2.48K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 10 $2.27K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10 $2.27K <0.01% +1 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 9 $2.04K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 9 $2K <0.01% -251 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8 $1.81K <0.01% +3 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 8 $1.81K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 7 $1.67K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 7 $1.6K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 7 $1.59K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 7 $1.59K <0.01% +3 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 7 $1.59K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6 $1.36K <0.01% -2 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5 $1.13K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5 $1.13K <0.01% 0 13F-HR/A Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 5 $1.13K <0.01% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5 $1.13K <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $1.13K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 5 $1.13K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5 $1.13K <0.01% -335 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 8 $1K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $907 <0.01% +3 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3 $680 <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3 $680 <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3 $680 <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3 $680 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $679 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $669 <0.01% +2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $454 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $454 <0.01% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2 $453 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2 $453 <0.01% -6 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $453 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $451 <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2 $340 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $227 <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1 $227 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $227 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -276 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.