Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 711 $143K 0.09% +8 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 656 $132K 0.04% -50 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 640 $128K 0.01% +240 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 633 $127K 0.01% +33 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 600 $120K <0.01% +191 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 600 $120K <0.01% +43 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 588 $118K <0.01% +214 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 628 $111K <0.01% +116 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 548 $110K 0.08% 0 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 541 $108K <0.01% +17 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 537 $108K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 537 $108K <0.01% +45 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 649 $107K 0.07% -194 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 524 $105K 0.05% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 516 $104K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 507 $102K <0.01% -1,939 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 454 $91K <0.01% +43 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 450 $90.2K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 433 $86.8K 0.04% +399 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 418 $83.8K 0.02% +66 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 408 $81.8K 0.01% -729 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 406 $81.4K <0.01% +6 13F-HR Timeline Group INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 400 $80.2K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 388 $77.8K <0.01% -155 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 365 $73.2K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 129 $69K <0.01% +28 13F-HR Timeline Amount filed as zero, left out of ratios. Quent Capital, LLC More: the full row for Quent Capital, LLC 342 $68.6K 0.01% +39 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 342 $68.6K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 310 $62.1K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 305 $61.1K <0.01% -1 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 303 $60.7K 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 300 $60.1K <0.01% new 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 300 $60.1K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 300 $60.1K 0.04% +237 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 300 $60.1K 0.02% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 1,127 $59K 0.04% +43 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 299 $59K 0.04% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 282 $56.5K <0.01% -39 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 276 $55.3K 0.01% +2 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 270 $54K <0.01% -145 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 269 $53.9K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 265 $53.1K <0.01% +2 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 265 $53K 0.01% +56 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 260 $52K 0.02% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 250 $50.1K 0.02% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 227 $45.5K 0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 220 $44K <0.01% +8 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 219 $43.9K 0.01% +6 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 213 $42.7K <0.01% +13 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 209 $41.9K 0.04% -6 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 244 $41.7K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 205 $41.1K 0.04% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 201 $40.3K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 195 $39.1K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 187 $37.5K 0.02% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 175 $35.1K 0.03% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 176 $35K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 157 $31.5K <0.01% +32 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 156 $31.3K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 154 $30.9K 0.02% -41 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 151 $30.3K 0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 144 $28.9K 0.03% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 141 $28.4K 0.01% -38 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 138 $27.7K 0.02% -5 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 137 $27.5K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 122 $24.5K <0.01% +3 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 120 $24K 0.02% -30 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 118 $23.7K 0.01% +6 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 129 $22.2K 0.01% +110 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 110 $22.1K 0.02% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 108 $21.7K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 120 $21.6K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 95 $19K <0.01% +72 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 90 $18K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 82 $16.4K 0.09% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 80 $16.1K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 77 $15.4K <0.01% +66 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 74 $14.8K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 71 $14.2K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 71 $14.2K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 67 $13.4K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 65 $13.1K 0.01% +5 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 62 $12.4K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 59 $11.8K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 52 $10.4K <0.01% new 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 52 $10.4K <0.01% -3 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 51 $10.2K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 51 $10.2K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 51 $10.2K <0.01% +20 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 50 $10K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 43 $8.62K <0.01% +33 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 42 $8.52K <0.01% +6 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 40 $8.02K <0.01% -180 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 39 $7.82K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 39 $7.82K <0.01% +15 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 39 $7.82K 0.01% -8 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 36 $7.22K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 36 $7.22K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 41 $7K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 33 $7K <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 30 $6.11K <0.01% -11 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 30 $6.01K <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 31 $6K <0.01% -342 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 30 $6K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 29 $5.81K <0.01% +6 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 27 $5.41K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 27 $5.41K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 25 $5.01K <0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 25 $5.01K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 24 $4.81K <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 24 $4.81K <0.01% +17 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 23 $4.67K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 23 $4.61K <0.01% +13 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 22 $4.41K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 19 $3.81K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 18 $3.65K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 18 $3K <0.01% -552 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 13 $2.61K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 13 $2.61K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 13 $2.61K <0.01% +13 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 14 $2.43K <0.01% +8 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 12 $2.41K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 11 $2.21K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 11 $2.21K <0.01% -19 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 11 $2.21K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 11 $2.21K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 11 $2.21K <0.01% +8 13F-HR/A Timeline Navigoe, LLC More: the full row for Navigoe, LLC 11 $2K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 10 $1.93K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 8 $1.6K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 8 $1.6K <0.01% -157 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 8 $1.6K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $1.4K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 7 $1.4K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 7 $1.4K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 7 $1.23K <0.01% +2 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6 $1.2K <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 6 $1.2K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6 $1.2K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $1.2K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5 $1K <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 5 $1K <0.01% -4 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5 $1K <0.01% -1 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4 $802 <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 4 $802 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $802 <0.01% 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 3 $602 <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3 $601 <0.01% 0 13F-HR/A Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3 $601 <0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 3 $541 <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 2 $401 <0.01% -17 13F-HR/A Timeline NVWM, LLC More: the full row for NVWM, LLC 2 $401 <0.01% +1 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1 $200 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1 $200 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -602 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.