Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 5,461 $960K 0.39% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,443 $957K 0.02% +1,413 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,275 $927K 0.01% -433 13F-HR/A Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,152 $906K 0.2% +107 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 5,122 $900K 0.03% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 5,089 $895K 0.54% +40 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 5,062 $883K 0.17% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,004 $880K 0.15% +191 13F-HR Timeline Bristol Gate Capital Partners Inc. More: the full row for Bristol Gate Capital Partners Inc. 5,001 $879K 0.05% -333 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,974 $874K <0.01% +393 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,987 $872K 0.05% +209 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 4,956 $871K 0.7% +829 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 4,761 $837K 0.11% +206 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,719 $830K 0.05% -15 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,700 $826K 0.01% -1,019 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,695 $825K 0.03% +2,161 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 4,679 $823K <0.01% +660 13F-HR Timeline Group SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 4,658 $819K 0.41% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,577 $805K <0.01% new 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,510 $793K 0.07% 0 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 4,502 $791K 0.02% -370 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,500 $789K 0.06% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,486 $789K 0.01% -154 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 4,400 $774K <0.01% -72,210 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,366 $768K 0.02% -446 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 4,333 $762K 0.01% +130 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,324 $760K 0.03% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,320 $759K 0.01% 0 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,250 $747K 0.04% 0 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,246 $746K 0.25% -108 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,228 $744K 0.03% +1,132 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,166 $732K 0.02% +114 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 4,161 $732K 0.4% -493 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,156 $731K 0.07% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,129 $726K 0.05% +2,236 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. 4,056 $713K 0.03% -27 13F-HR Timeline Group Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 3,906 $687K 0.37% -182 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,904 $686K 0.06% +1,800 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,900 $686K 0.03% +18 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,848 $677K <0.01% +1,032 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,843 $676K 0.39% +495 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 3,842 $675K 0.02% -67,358 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,834 $674K 0.07% +1,266 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,751 $659K 0.48% -2 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,712 $653K 0.03% new 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 3,697 $650K 0.06% -253 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,677 $646K 0.24% +25 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 3,700 $645K 0.01% new 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 3,646 $641K 0.06% 0 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 3,606 $634K 2.4% 0 13F-HR Timeline Walter Public Investments Inc. More: the full row for Walter Public Investments Inc. 3,600 $632K 0.1% +1,800 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 3,551 $624K 0.35% -1,430 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,470 $610K 0.35% -15 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 3,427 $602K 0.33% +18 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,411 $600K <0.01% 0 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,404 $598K 0.01% -104 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 3,384 $595K <0.01% +706 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 3,377 $594K <0.01% -170 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,358 $590K 0.01% -25 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 3,294 $579K 0.19% 0 13F-HR Timeline Handelsbanken Fonder AB More: the full row for Handelsbanken Fonder AB 3,281 $577K <0.01% +1,809 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 3,227 $567K 0.06% +239 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,090 $543K 0.01% +37 13F-HR Timeline Group LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 3,023 $532K 0.31% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,870 $530K 0.01% 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 3,000 $527K 1.07% 0 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 3,000 $527K 0.09% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,984 $525K <0.01% +35 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,978 $524K 0.01% -46 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,960 $520K <0.01% -629 13F-HR/A Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,921 $514K <0.01% -254 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,920 $513K 0.02% -115 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,919 $513K 0.01% +31 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,903 $510K 0.06% +39 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,894 $509K 0.13% -50 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,890 $508K 0.07% new 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,863 $503K 0.2% +150 13F-HR Timeline Capital World Investors More: the full row for Capital World Investors 2,814 $495K <0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,772 $487K 0.02% -1 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,717 $478K 0.01% -141 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,054 $476K 0.03% -116 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,698 $474K 0.01% -21 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,678 $471K 0.07% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,675 $470K 0.02% -3,627 13F-HR Timeline Group Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 2,674 $470K 0.32% -5 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,664 $468K 0.01% +164 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,642 $464K 0.14% -4 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,608 $458K 0.03% -108 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,756 $457K 0.01% +678 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 2,525 $444K 0.05% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,511 $441K <0.01% -49 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,452 $431K 0.02% +13 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,394 $429K 0.1% +128 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,437 $428K 0.13% +384 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 1,833 $422K 0.01% +1,433 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,392 $421K 0.1% +544 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,326 $409K 0.01% -1,605 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 2,316 $407K <0.01% -36,556 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2,287 $402K 0.02% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,237 $393K 0.01% +624 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,232 $392K 0.01% -455 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,185 $384K 0.11% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,150 $378K 0.04% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,115 $372K +1,830 Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,067 $363K 0.01% 0 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,045 $360K 0.01% +163 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,001 $352K 0.07% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,994 $351K 0.02% +41 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,977 $348K 0.03% -1,343 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,941 $341K <0.01% 0 13F-HR Timeline Group Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 1,903 $335K 0.01% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,862 $327K <0.01% +126 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,821 $320K 0.17% -198 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,808 $318K <0.01% -263 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,800 $317K 0.03% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,788 $314K <0.01% +203 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,781 $313K 0.1% -2,196 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,777 $312K <0.01% -185 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,768 $311K 0.01% -279 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,758 $309K 0.05% -99 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,749 $307K <0.01% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,828 $307K 0.09% -158 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. 1,745 $307K <0.01% -503 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 1,703 $299K 0.01% -416 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,685 $296K 0.01% +70 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 1,680 $295K 0.05% -17 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,665 $293K 0.09% -39 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,643 $289K <0.01% -359 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,632 $287K 0.01% +108 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,625 $286K <0.01% +113 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,607 $283K 0.13% -132 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,605 $282K 0.02% 0 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 1,588 $279K 0.02% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,678 $278K 0.01% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,575 $277K 0.04% -161 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,572 $276K 0.25% -960 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,535 $270K <0.01% -3,430 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,527 $268K 0.02% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,525 $268K 0.03% +39 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 1,525 $268K 0.23% 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,508 $265K 0.01% -4,844 13F-HR Timeline Group Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,500 $264K 0.15% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,500 $264K 0.11% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,494 $263K 0.11% 0 13F-HR Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 1,494 $263K <0.01% +364 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 1,491 $262K <0.01% new 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,485 $261K <0.01% +271 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,471 $259K 0.01% +182 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,468 $258K 0.01% -22 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,486 $258K 0.06% -80 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,445 $254K <0.01% +32 13F-HR Timeline Group Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,444 $254K 0.15% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,440 $253K <0.01% +4 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,433 $252K <0.01% -108 13F-HR/A Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,429 $251K 0.01% -33,650 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,405 $247K 0.02% +3 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,404 $247K 0.02% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,401 $246K 0.11% -589 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,391 $245K 0.02% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,376 $242K 0.03% +36 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,374 $242K <0.01% +162 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,373 $241K <0.01% -121 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,351 $238K 0.17% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,345 $237K 0.03% +120 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,338 $235K 0.04% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,323 $233K <0.01% -163 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,314 $231K 0.03% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,301 $229K 0.02% -21 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,299 $228K 0.01% -31 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,296 $228K 0.01% -213 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 1,292 $227K 0.09% 0 13F-HR/A Timeline Group Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,292 $227K 0.02% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,286 $226K 0.02% -60 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,281 $225K 0.01% -52 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 1,275 $224K 0.04% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,265 $222K 0.05% -258 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,247 $219K -28 Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,246 $219K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,255 $218K 0.01% -237 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,212 $213K 0.01% -3 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,193 $210K <0.01% +859 13F-HR/A Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 1,205 $209K 0.1% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,179 $207K 0.04% -11 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,173 $206K 0.01% -144 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,168 $205K 0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,151 $202K 0.01% -25 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,139 $200K <0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,033 $182K 0.03% +275 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 934 $164K 0.01% -18 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 930 $163K <0.01% +330 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 902 $159K <0.01% -11 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 900 $158K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 884 $155K 0.08% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 883 $155K 0.01% -250 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 853 $150K 0.12% +2 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 800 $141K 0.1% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 787 $138K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 784 $137K 0.01% +368 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 671 $118K <0.01% +189 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 645 $113K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.