Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,019 $374K 0.01% -1,195 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,010 $370K <0.01% new 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,004 $368K 0.04% +172 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,002 $367K 0.08% +2 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 1,000 $367K 0.33% -1,000 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 1,000 $367K 0.41% -100 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,000 $367K 0.18% 0 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 1,007 $362K 0.01% +167 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 986 $361K <0.01% -16 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 973 $357K <0.01% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 970 $356K 0.04% +31 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 963 $353K 0.02% +582 13F-HR Timeline Group FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 960 $352K 0.14% new 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 957 $351K 0.12% -5,216 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 953 $349K <0.01% -1,058 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 941 $345K 0.01% -1,330 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 927 $340K 0.49% -34 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 924 $339K 0.04% +87 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 922 $338K 0.02% +13 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 919 $337K 0.04% new 13F-HR/A Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 910 $334K 0.05% -4,123 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 893 $327K 0.02% -15 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 888 $325K 0.02% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 879 $323K 0.03% -148 13F-HR/A Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 872 $320K <0.01% -455,595 13F-HR/A Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 835 $315K <0.01% -28 13F-HR Timeline 111 Capital More: the full row for 111 Capital 854 $313K 0.06% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 846 $310K 0.01% -297 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 846 $310K 0.01% -149 13F-HR/A Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 856 $309K 0.06% -19 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 844 $309K 0.03% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 781 $307K 0.01% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 834 $306K 0.04% +346 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 832 $305K 0.04% -2 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 831 $305K 0.09% -175 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 829 $304K 0.03% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 828 $304K 0.01% +2 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 821 $301K 0.03% +125 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 817 $299K 0.11% +343 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 817 $299K <0.01% -378 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 816 $299K 0.03% +319 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 812 $298K 0.01% new 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 810 $297K 0.01% +331 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 810 $297K <0.01% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 810 $297K 0.05% -17 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 802 $294K 0.09% new 13F-HR Timeline Group Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 795 $291K 0.34% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 794 $291K <0.01% -317 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 791 $290K 0.01% -348 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 788 $289K 0.07% 0 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 783 $287K 0.07% +1 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 780 $286K 0.21% +13 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 789 $285K 0.01% +19 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 775 $284K <0.01% -75 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 773 $283K <0.01% -3,338 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 768 $282K <0.01% -24,709 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 759 $278K 0.26% -338 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 759 $278K 0.06% -1,123 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 756 $277K 0.02% +290 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 737 $275K 0.01% +415 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 750 $275K 0.13% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 741 $272K 0.02% +42 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 741 $272K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 738 $271K 0.03% -49 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 735 $269K 0.02% +81 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 732 $268K 0.08% new 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 720 $264K 0.13% +50 13F-HR/A Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 718 $263K 0.02% -57 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 711 $261K 0.12% -7 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 707 $259K 0.02% +29 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 707 $259K 0.02% 0 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 707 $259K 0.02% -197 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 700 $257K 0.03% -25 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 693 $254K <0.01% -81 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 692 $254K 0.02% -5,702 13F-HR Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 682 $250K 0.18% new 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 681 $250K <0.01% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 678 $248K 0.13% -754 13F-HR/A Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 675 $247K 0.02% +65 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. 672 $246K 0.01% -40 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 669 $245K <0.01% +224 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 669 $245K 0.01% +4 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 665 $244K 0.01% +13 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 556 $242K 0.02% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 658 $241K <0.01% -3,988 13F-HR/A Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 656 $240K 0.01% -3 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 651 $239K 0.11% 0 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 650 $238K 0.16% +105 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 645 $237K 0.06% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 641 $235K 0.02% new 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 3,900 $232K 0.15% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 567 $230K <0.01% -122 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 625 $229K 0.01% +30 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 616 $226K 0.02% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 610 $224K 0.01% +9 13F-HR Timeline Group Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 600 $220K 0.25% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 596 $218K 0.01% +102 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 588 $216K 0.22% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 585 $214K <0.01% -35 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 583 $214K <0.01% -43 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 573 $210K 0.03% -142 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 568 $208K 0.03% -767 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 558 $205K 0.06% -1 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 557 $204K 0.01% -14 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 553 $203K <0.01% -70,385 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 553 $203K 0.02% -1,063 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 552 $202K 0.04% -90 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 550 $202K 0.02% -31 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 550 $202K 0.02% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 549 $201K <0.01% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 545 $200K 0.03% +446 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 538 $197K 0.19% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 535 $196K 0.03% 0 13F-HR/A Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 533 $195K 0.02% +290 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 515 $189K 0.14% -168 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 495 $181K 0.05% -3,205 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 480 $176K <0.01% -563 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 438 $161K <0.01% +127 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 410 $150K 0.05% +83 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 410 $150K 0.01% +8 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 400 $147K 0.09% +50 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 392 $144K 0.01% -286 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 392 $144K 0.03% +1 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 386 $141K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 379 $139K 0.02% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 375 $137K 0.05% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 366 $134K 0.01% -304 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 360 $132K 0.04% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 348 $127K 0.01% -47 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 325 $119K 0.05% -19 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 351 $119K <0.01% -143 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 313 $115K <0.01% -24 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 300 $110K <0.01% -57 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 295 $108K 0.06% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 279 $102K 0.03% +179 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 254 $97.8K <0.01% +40 13F-HR Timeline Security National Bank More: the full row for Security National Bank 255 $93.5K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 206 $89.6K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 243 $89.1K 0.03% -98 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 234 $85.8K <0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 229 $83.9K <0.01% +48 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 225 $82.5K <0.01% -4 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 225 $82K <0.01% -23 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 221 $81K <0.01% -29 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 220 $80.6K 0.01% -1,166 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 209 $76.6K <0.01% 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 205 $75.1K 0.04% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 202 $74K 0.01% +5 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 200 $73.3K 0.02% 0 13F-HR Timeline Fund 1 Investments, LLC in group Fund 1 Investments, LLC More: the full row for Fund 1 Investments, LLC 200 $73.3K 0.01% new 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 198 $72.6K 0.01% +50 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 188 $70K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 189 $69.3K <0.01% -13 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 189 $69.3K 0.05% -94 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 183 $67.1K <0.01% +23 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 175 $64.1K <0.01% +6 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 174 $63.8K <0.01% +1 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 172 $63K 0.01% +14 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 166 $60.8K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 160 $58.6K <0.01% +55 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 157 $56.4K 0.01% -9 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 152 $55.7K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 150 $55.1K 0.01% -12 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 150 $55K 0.01% +100 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 149 $54.6K <0.01% -11 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 148 $54.2K <0.01% +49 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 145 $53.1K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 130 $48.6K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 131 $48K <0.01% -9 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 127 $46.6K <0.01% +26 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 107 $46.5K 0.02% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 123 $45.1K 0.04% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 121 $44.4K 0.03% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 120 $44K <0.01% -50 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 120 $44K <0.01% -53 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 100 $43.5K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 118 $43.3K <0.01% +31 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 110 $40.3K 0.01% +27 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 110 $40.3K 0.01% +40 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 117 $40K 0.03% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 103 $37.8K <0.01% -41 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 103 $37.8K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 103 $37.7K <0.01% +66 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 103 $37K <0.01% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 100 $36.7K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $36.7K 0.01% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 100 $36.7K 0.03% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 98 $35.9K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 96 $35.2K <0.01% +40 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 96 $35.2K <0.01% -13 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 94 $34.5K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 87 $31.8K <0.01% -64 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 86 $31.5K 0.02% +59 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 84 $31K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 80 $29.3K <0.01% +1 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 79 $29K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 76 $27.9K 0.01% -31 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 62 $22.7K <0.01% 0 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 60 $22K 0.01% +2 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 59 $21.6K <0.01% 0 13F-HR Timeline