Invariant Investment Management More: the full row for Invariant Investment Management 5,478 $322K 0.21% 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 5,437 $319K 0.01% +2,861 13F-HR/A Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 5,397 $317K 0.28% 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,394 $317K 0.01% new 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 5,393 $317K 0.26% 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,355 $315K <0.01% new 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 5,250 $308K 0.12% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,206 $306K 0.04% +1,010 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 5,110 $300K 0.2% -509 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,074 $298K 0.02% -1,280 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 5,068 $298K 0.14% +84 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,960 $291K 0.01% 0 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 4,817 $283K 0.22% +15 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,770 $280K 0.06% +400 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,768 $280K 0.09% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 4,746 $279K 0.14% 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 4,636 $274K 0.22% 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 4,639 $272K 0.02% -850 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,608 $271K 0.01% +859 13F-HR Timeline Group KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 4,603 $270K 0.41% -2 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,590 $270K 0.07% new 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 4,585 $269K 0.07% -113 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 4,563 $268K 0.13% -11 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 4,562 $268K 0.06% -9,593 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,539 $267K 0.01% +4,250 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 4,529 $266K 0.1% +314 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,468 $262K 0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,467 $262K 0.02% +2,799 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 4,458 $262K 0.05% +365 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,449 $261K 0.02% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,439 $261K <0.01% -173 13F-HR Timeline Group Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 4,433 $260K 0.13% +55 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,425 $260K 0.06% 0 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 4,389 $258K 0.14% -607 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 4,383 $257K 0.17% +825 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 4,350 $255K 0.08% +435 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4,350 $255K 0.06% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,342 $255K <0.01% new 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,325 $254K 0.21% 0 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,319 $254K 0.08% +204 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,285 $252K <0.01% 0 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 4,277 $251K 0.19% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,272 $251K 0.02% +430 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,258 $250K 0.03% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,195 $246K 0.1% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,183 $246K 0.02% new 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,140 $243K 0.01% +7 13F-HR/A Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 4,116 $242K 0.02% +148 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,106 $241K 0.03% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,070 $239K 0.01% +3 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 4,040 $237K 0.02% +1 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 4,008 $235K 0.04% 0 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 4,006 $235K 0.05% new 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 4,004 $235K 0.1% +184 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,961 $233K 0.06% 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,931 $231K <0.01% 0 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,931 $231K <0.01% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,930 $231K 0.06% 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,888 $228K 0.01% new 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 3,884 $228K 0.14% 0 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 3,857 $227K 0.04% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,851 $226K 0.05% -1,561 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,811 $224K 0.02% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,785 $222K 0.02% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,695 $217K 0.05% -436 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,692 $217K <0.01% 0 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,685 $216K 0.02% -104 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,669 $215K 0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,649 $214K 0.01% -3,333 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,644 $214K 0.01% 0 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 3,643 $214K 0.19% -1,828 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,635 $213K 0.01% new 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 3,628 $213K 0.18% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,604 $212K 0.03% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,578 $210K <0.01% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,536 $207K 0.09% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,523 $207K <0.01% -85 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,520 $207K 0.07% -84 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,515 $206K 0.05% -27 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,513 $206K <0.01% +459 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,500 $206K 0.02% 0 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 3,494 $205K <0.01% new 13F-HR Timeline Group Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 3,452 $203K 0.09% 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 3,421 $201K 0.12% -20 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 3,410 $200K 0.06% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 3,327 $195K 0.16% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,274 $192K 0.01% 0 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 3,251 $191K 0.01% 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 3,114 $183K 0.11% +360 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,113 $183K 0.07% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,000 $176K 0.04% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,974 $175K 0.11% -124 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 2,900 $170K 0.02% new 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 2,887 $170K 0.11% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,731 $160K 0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,700 $159K 0.09% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,603 $153K <0.01% -2,569 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 2,557 $150K 0.01% 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,522 $148K 0.03% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,504 $147K 0.06% new 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,500 $147K 0.03% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,499 $147K 0.05% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,315 $136K 0.03% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 2,300 $135K 0.1% 0 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 2,295 $135K 0.03% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,244 $132K 0.01% -1,887 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,176 $128K 0.04% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,124 $125K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,126 $125K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,067 $121K 0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 2,047 $120K <0.01% +1,996 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,033 $119K 0.08% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,015 $118K 0.01% +185 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,809 $106K 0.04% 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,759 $103K 0.02% +187 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,735 $102K 0.05% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,725 $101K 0.01% 0 13F-HR Timeline Group Networth Advisors, LLC More: the full row for Networth Advisors, LLC 1,687 $99.1K 0.07% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,640 $96.3K 0.03% +493 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,600 $94K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,599 $93.9K 0.01% -764 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 91,912 $91.9K 0.07% 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,541 $90.5K 0.05% 0 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 426 $87.8K 0.04% -185,541 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,489 $87.4K <0.01% -179 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 1,444 $84.8K 0.02% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,410 $82.8K 0.05% 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,358 $79.8K 0.04% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,319 $77.5K 0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,297 $76.2K 0.02% -230,023 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,269 $74.5K 0.03% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,257 $73.8K 0.06% -83 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,194 $70.1K 0.02% 0 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,192 $70K 0.01% -130 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,095 $64.3K 0.03% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,075 $63.1K 0.05% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,035 $60.8K 0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,009 $59.3K 0.02% +1,008 13F-HR Timeline Group Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 1,000 $59K 0.03% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 997 $58.5K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 990 $58.1K 0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 985 $57.9K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 969 $56.9K 0.01% 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 962 $56.5K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 945 $55.5K <0.01% -977 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 930 $54.6K <0.01% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 909 $53.4K 0.01% new 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 896 $52.6K 0.02% 13F-HR/A Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 865 $50.8K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 850 $49.9K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 833 $48.9K 0.01% +3 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 823 $48.3K <0.01% +311 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 811 $47.8K 0.04% -238 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 815 $47.8K <0.01% -835 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 814 $47.8K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 784 $46.1K 0.02% +3 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 743 $43.6K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 741 $43.5K 0.03% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 714 $41.9K <0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 700 $41.1K 0.04% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 687 $40.3K 0.03% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 662 $38.9K <0.01% -122 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 625 $36.7K <0.01% +480 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 592 $34.8K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 585 $34.4K 0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 582 $34.2K <0.01% +82 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 575 $33.8K <0.01% -100 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 550 $32.3K <0.01% new 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 537 $31.5K 0.01% +356 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 527 $31K <0.01% -2,240 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 500 $29.4K <0.01% 0 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 496 $29.1K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 494 $29K <0.01% +27 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 492 $28.9K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 481 $28.3K <0.01% +4 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 476 $28K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 470 $27.6K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 451 $26.5K 0.03% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 414 $24.3K 0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 400 $23.5K 0.02% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 381 $22.4K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 378 $22.2K <0.01% -461 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 347 $20.4K 0.01% -57 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 331 $19.5K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 325 $19.1K 0.01% +255 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 323 $19K <0.01% +271 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 320 $18.8K <0.01% -426 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 289 $17K 0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 286 $16.8K 0.01% -4 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 280 $16.4K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 279 $16.4K 0.01% -282 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 278 $16.3K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 262 $15.4K <0.01% -218 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 255 $15K 0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 255 $15K 0.01% -89 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 255 $15K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 253 $14.9K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 253 $14.9K <0.01% -92 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 224 $13.2K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 213 $12.5K 0.01% 13F-HR Timeline