GREENLEAF TRUST More: the full row for GREENLEAF TRUST 19,437 $743K 0.01% -248 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 19,330 $739K 0.2% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 19,288 $738K 0.02% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 19,218 $735K 0.24% -1,096 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 18,676 $714K 0.39% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 18,321 $701K 0.01% -3,896 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 17,665 $676K 0.01% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 17,643 $675K <0.01% +3,464 13F-HR Timeline Elo Mutual Pension Insurance Co More: the full row for Elo Mutual Pension Insurance Co 17,501 $669K 0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 16,919 $647K <0.01% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 16,542 $633K 0.03% 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 16,496 $631K 0.01% -297 13F-HR Timeline Group Greenland Capital Management LP More: the full row for Greenland Capital Management LP 16,378 $626K 0.08% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,258 $622K <0.01% -2,916 13F-HR Timeline TWO SIGMA ADVISERS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA ADVISERS, LP 15,800 $604K <0.01% new 13F-HR Timeline Group FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 15,710 $601K 0.22% +1,089 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 15,662 $599K <0.01% -10,837 13F-HR Timeline Group LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 14,500 $554K 0.05% -8,500 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 14,481 $554K 0.24% +6,536 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 14,480 $554K 0.01% new 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 14,454 $553K 0.02% -2,835 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 14,270 $546K <0.01% +5,869 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 14,110 $540K 0.01% -1,070 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 12,826 $539K 0.03% 0 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 14,065 $538K +3 Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 13,811 $528K 0.18% -280 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,293 $502K <0.01% +1,397 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 12,717 $486K 0.01% +178 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12,208 $467K <0.01% +1,789 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 12,000 $459K 0.16% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 11,902 $455K 0.18% +5,557 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 11,894 $455K 0.01% +2,151 13F-HR/A Timeline Vanderbilt University More: the full row for Vanderbilt University 11,804 $451K 0.09% -5,396 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,699 $447K <0.01% -851 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,619 $444K <0.01% -58 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 11,118 $425K +182 Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 10,824 $414K <0.01% -298 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 10,743 $411K 0.01% +197 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,536 $403K <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,215 $391K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 10,000 $382K 0.02% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 9,949 $380K 0.07% new 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 9,813 $375K 0.12% +145 13F-HR Timeline Heitman Real Estate Securities LLC in group Heitman Real Estate Securitie… More: the full row for Heitman Real Estate Securities LLC 9,674 $370K 0.03% +1,378 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 9,594 $367K <0.01% +1,119 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,396 $359K 0.01% +557 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 9,301 $356K <0.01% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,088 $348K <0.01% -65 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,722 $334K <0.01% +498 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,529 $326K 0.06% -36 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,450 $323K <0.01% -15,143 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 8,190 $313K 0.01% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,188 $313K 0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 8,184 $313K <0.01% -1,918 13F-HR/A Timeline Group Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 7,959 $304K <0.01% +295 13F-HR Timeline Group NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 7,835 $300K <0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,820 $299K 0.01% +479 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,724 $295K 0.01% +27 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,677 $294K <0.01% +1,214 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,559 $289K 0.01% +5,165 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 7,404 $283K 0.02% -1,199 13F-HR/A Timeline Group ProShare Advisors LLC More: the full row for ProShare Advisors LLC 7,403 $283K <0.01% +330 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,376 $282K <0.01% -2,641 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 7,283 $279K 0.12% +1,122 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,156 $275K <0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,173 $274K 0.01% +138 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,076 $271K <0.01% -1,458 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,082 $271K <0.01% -1,097 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,942 $265K 0.01% -1,885 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 6,618 $253K 0.01% new 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 6,584 $252K 0.07% -6,309 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 6,429 $246K <0.01% -4,809 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,372 $244K 0.01% -1,251 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,342 $243K 0.02% +706 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 6,201 $237K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,170 $236K 0.06% 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. 6,103 $233K 0.02% -29,462 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 6,063 $232K <0.01% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 5,889 $225K 0.01% -146 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,551 $222K 0.01% -66 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,692 $218K 0.01% +86 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 5,666 $217K 0.09% +34 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) 5,657 $216K 0.01% -18,827 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 5,643 $216K 0.02% -15,309 13F-HR Timeline Group Verum Partners LLC More: the full row for Verum Partners LLC 5,582 $213K 0.05% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 5,570 $213K 0.06% -75 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,413 $207K 0.01% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 5,402 $207K 0.05% new 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 5,342 $204K <0.01% -6,532 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,291 $202K 0.28% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,054 $193K <0.01% +4 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 4,756 $182K 0.02% +600 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,749 $182K 0.04% +1,993 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,728 $181K <0.01% -3,183 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 4,585 $175K 0.02% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,560 $175K <0.01% +233 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,000 $153K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,939 $151K <0.01% -536 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 3,429 $131K <0.01% -998 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,004 $115K <0.01% +1,169 13F-HR Timeline Group Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 2,891 $111K <0.01% new 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,878 $110K <0.01% -191 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,576 $98.5K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,130 $81.4K <0.01% +1,568 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,992 $76.3K 0.01% -1,168 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,951 $74.6K <0.01% +966 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,897 $72.5K <0.01% -317 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,867 $71.4K 0.05% -60 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,712 $65.5K <0.01% -767 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $65.1K <0.01% -1,253 13F-HR Timeline Amount filed as zero, left out of ratios. Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,696 $64.9K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,501 $57.4K <0.01% +206 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,482 $56K <0.01% -78 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,405 $53.7K <0.01% -40 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1,373 $52.5K <0.01% -2,215 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,278 $48.9K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,111 $42.5K <0.01% -4 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,000 $42K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,054 $40.3K 0.03% +764 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 958 $36.6K 0.01% -48 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 916 $35K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 815 $31.2K <0.01% -18 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 765 $29.3K <0.01% -5 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 750 $28.7K <0.01% new 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 700 $26.8K <0.01% +400 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 685 $26.2K <0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 655 $25K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 660 $24.5K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 604 $23K <0.01% +564 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 503 $19.2K <0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 483 $18.5K <0.01% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 476 $18.2K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 475 $18.2K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 464 $17.7K <0.01% -1 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 452 $17K <0.01% +53 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 443 $16.9K <0.01% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 422 $16.1K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 412 $16K 0.01% -5 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 400 $15.3K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 376 $14.4K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 368 $14.1K 0.01% -25 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 361 $13.8K <0.01% -1,192 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 300 $11.5K 0.01% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 275 $10.5K <0.01% -98 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 264 $10.1K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 253 $9.68K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 242 $9.25K <0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 241 $9.22K <0.01% -19 13F-HR Timeline Group OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 235 $8.69K <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 213 $8.14K <0.01% +5 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 200 $7.65K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 191 $7.3K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 180 $6.88K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 169 $6.46K <0.01% -13 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 165 $6.33K <0.01% +140 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 164 $6.27K <0.01% +105 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 158 $6.04K <0.01% new 13F-HR/A Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 163 $6K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 155 $5.92K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 150 $5.74K <0.01% new 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 149 $5.7K <0.01% +98 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 146 $5.58K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 145 $5.54K <0.01% -316 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 135 $5.16K <0.01% +14 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 134 $5.12K <0.01% +83 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 126 $4.82K <0.01% +107 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 118 $4.51K <0.01% +5 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 110 $4.21K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 108 $4.13K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 103 $3.94K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 96 $3.67K <0.01% +18 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 94 $3.6K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 92 $3.52K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 84 $3.21K <0.01% -1 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 75 $3K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 71 $2.72K <0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 59 $2K <0.01% +15 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 52 $1.99K <0.01% +25 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 40 $1.53K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 35 $1.34K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 31 $1.19K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 29 $1.11K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 27 $1.03K <0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 23 $880 <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 20 $765 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $765 <0.01% +10 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 19 $727 <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 18 $692 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 16 $612 <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 15 $574 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $574 <0.01% +2 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 15 $574 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11 $421 <0.01% -37 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6 $229 <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 6 $229 <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4 $153 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $77 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $38 <0.01% +1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 9 $0 0% new 13F-HR/A Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.