iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 5,697 $438K 0.22% new 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,667 $436K 0.02% +600 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 5,549 $427K <0.01% new 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,514 $424K 0.03% +2,640 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 5,495 $422K 0.03% +270 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 5,488 $422K <0.01% -906 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,473 $421K 0.02% -46 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,471 $421K 0.01% +126 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 5,483 $419K 0.01% -17,919 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,442 $418K 0.01% -565 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 5,395 $415K 0.02% 0 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,388 $414K 0.07% +101 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 5,343 $411K 0.59% +1,200 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 5,283 $406K 0.02% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,205 $400K <0.01% -1,435 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,106 $393K 0.07% +3,906 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 5,059 $388K 0.04% -16,297 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,947 $380K <0.01% -8,170 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,170 $380K 0.02% new 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 4,891 $376K 0.08% +3,200 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,871 $374K <0.01% +2,700 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,831 $371K 0.01% +17 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,812 $370K 0.01% new 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 4,790 $368K 0.08% +249 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,725 $363K 0.01% -232 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,709 $362K 0.01% +3 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,649 $357K 0.01% -3,228 13F-HR/A Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,645 $357K 0.01% +353 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,652 $357K 0.01% new 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 4,619 $353K <0.01% -139 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,540 $349K 0.02% -1,500 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,521 $348K 0.03% +1,304 13F-HR/A Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,494 $345K <0.01% +165 13F-HR Timeline Group Fruth Investment Management More: the full row for Fruth Investment Management 4,450 $342K 0.09% -200 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 4,371 $336K 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,359 $335K <0.01% -3,895 13F-HR/A Timeline Group Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 4,301 $331K 0.05% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 4,226 $325K <0.01% +1,529 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,195 $323K 0.02% -778 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 4,182 $321K 0.01% -4,585 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,154 $319K <0.01% +597 13F-HR/A Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,063 $312K 0.02% +11 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,038 $310K 0.09% new 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 4,031 $310K 0.05% +57 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,976 $306K 0.04% -166 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,971 $305K 0.01% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 3,961 $305K <0.01% -31,838 13F-HR Timeline Group MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,940 $303K 0.03% new 13F-HR/A Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 3,900 $300K 0.08% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,864 $297K 0.01% new 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,842 $295K 0.01% -275,513 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,795 $292K 0.04% -100 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,778 $290K 0.34% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,765 $289K 0.01% -62 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,740 $287K 0.08% +65 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 3,730 $287K 0.1% -2,000 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,729 $287K 0.03% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,723 $286K 0.13% new 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,675 $283K 0.01% 0 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,671 $282K 0.06% +4 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,654 $281K 0.01% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,663 $280K <0.01% +923 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 3,632 $278K 0.01% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 3,539 $272K 0.02% -231 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,504 $269K <0.01% +57 13F-HR Timeline Group ING GROEP NV More: the full row for ING GROEP NV 3,485 $268K <0.01% -61,105 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,469 $267K 0.09% -1,090 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 3,458 $266K 0.2% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,439 $264K <0.01% +18 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,432 $264K 0.01% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,415 $263K 0.01% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,354 $258K 0.01% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,334 $256K 0.03% +24 13F-HR/A Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,317 $255K 0.01% new 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 3,306 $254K 0.07% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,304 $254K 0.02% +172 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,280 $252K 0.02% -102 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,283 $250K 0.01% +1,096 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,237 $249K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,231 $248K 0.01% +2,715 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,199 $246K <0.01% +1,642 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,195 $245K 0.02% new 13F-HR/A Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 3,183 $245K 0.08% +516 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,166 $243K 0.16% +70 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 3,156 $243K 0.15% +129 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,120 $240K 0.01% new 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,043 $234K 0.19% +488 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,034 $233K 0.01% -300 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,006 $231K 0.01% new 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 3,000 $231K 0.06% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,000 $231K 0.02% +138 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,964 $228K 0.01% +591 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,955 $227K 0.03% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,912 $224K <0.01% new 13F-HR Timeline Group LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,888 $222K 0.02% -765 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,886 $222K 0.02% -3,633 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,254 $221K 0.04% 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,849 $219K 0.02% +45 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,825 $217K 0.09% +1,481 13F-HR/A Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,810 $216K 0.04% +6 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,786 $214K 0.02% +161 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,771 $213K <0.01% +55 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,735 $210K 0.01% new 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,729 $210K 0.02% +453 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,700 $208K 0.1% +100 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,694 $207K 0.01% new 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 2,690 $207K 0.02% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,683 $206K <0.01% +10 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,678 $206K <0.01% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,677 $206K 0.04% -1,222 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,676 $206K 0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,683 $205K <0.01% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,607 $200K <0.01% +33 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,577 $198K 0.03% +655 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,522 $194K 0.12% -44 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,319 $178K <0.01% +438 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,308 $177K 0.02% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,275 $175K <0.01% -915 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,226 $171K 0.02% -2,272 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,218 $171K 0.01% +114 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,159 $166K 0.07% +174 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,093 $161K <0.01% -31 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,066 $159K -239 Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,965 $151K 0.03% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,949 $150K 0.01% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,945 $150K 0.03% 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 2,611 $146K <0.01% -826 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,901 $145K -7,005 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,321 $144K <0.01% +195 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,838 $141K <0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,801 $138K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,785 $137K <0.01% -4,000 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,654 $127K <0.01% -176 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,650 $127K 0.06% +1,200 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,585 $122K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,559 $120K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,516 $117K 0.04% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,479 $115K 0.05% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,462 $112K 0.01% -37 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,451 $112K 0.03% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,444 $111K 0.06% +2 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,420 $109K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,360 $105K 0.01% -45,431 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,333 $102K <0.01% -173 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,306 $100K <0.01% +147 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,300 $99.9K 0.02% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,245 $95.7K 0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,214 $92.4K 0.04% +4 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,201 $92.3K 0.01% -773 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,158 $89K <0.01% -1,396 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,148 $88.3K <0.01% -2 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,142 $87.7K <0.01% -47 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 160 $80.3K 0.02% -1,742 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,010 $77.6K 0.02% +10 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,000 $76.9K 0.08% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 944 $72.6K 0.02% 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 930 $71.5K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 910 $70K <0.01% -2,060 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 900 $69.2K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 838 $64.4K <0.01% +705 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 832 $64K 0.03% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 815 $62.7K 0.06% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 809 $62.2K 0.02% -134 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 736 $56.3K 0.01% -94 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 731 $56K <0.01% -359 13F-HR Timeline Group 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 725 $55.7K <0.01% 0 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 697 $54K <0.01% +7 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 684 $52.6K 0.05% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 651 $52.3K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 657 $50.5K <0.01% +2 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 644 $49.5K <0.01% +274 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 637 $49K 0.01% 0 13F-HR/A Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 626 $48.1K <0.01% +418 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 609 $46.8K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 602 $46.3K <0.01% -6 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 575 $44.2K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 555 $43K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 549 $42.2K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 500 $38.4K <0.01% -3,690 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 500 $38.4K 0.03% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 490 $37.7K <0.01% +5 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 464 $36K <0.01% -74 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 443 $35.6K 0.03% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 460 $35.4K 0.02% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 459 $35.3K 0.01% +1 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 428 $32.9K <0.01% +382 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 427 $32.8K 0.01% new 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 414 $31.8K <0.01% -107 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 400 $31K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 383 $29.4K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 363 $27.9K <0.01% -50 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 354 $27.2K 0.02% -117 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 352 $27.1K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 346 $26.6K <0.01% -848 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 442 $26K 0.02% -132 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 333 $25.6K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 311 $23.9K <0.01% +13 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 301 $23.1K <0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 300 $23.1K 0.02% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 299 $23K 0.01% +23 13F-HR Timeline