Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,482 $839K +498 Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 2,412 $815K 0.03% 0 13F-HR/A Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,400 $811K 0.01% +347 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,399 $811K 0.27% -64 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,381 $805K 0.13% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,380 $804K 0.05% -790 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,362 $798K 0.03% +411 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,347 $795K 0.03% +145 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 2,300 $777K 0.01% 0 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,251 $761K 0.01% -220 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,249 $760K 0.01% -8 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,201 $746K <0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,199 $743K 0.11% +94 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 2,191 $740K <0.01% new 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 2,165 $732K 0.39% -50 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,156 $731K 0.19% new 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,175 $723K 0.18% +680 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 2,137 $721K 0.02% new 13F-HR Timeline Group Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 2,099 $709K 0.19% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,082 $703K 0.2% 0 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 2,022 $683K 0.65% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,018 $682K 0.02% +35 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,012 $680K 0.34% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 2,009 $679K 0.01% new 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. 2,002 $677K 0.03% -11 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,996 $674K 0.01% +98 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,977 $668K 0.65% -3,964 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,976 $668K 0.02% -120 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,964 $664K 0.02% -183 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,941 $656K 0.01% -10,460 13F-HR/A Timeline Group Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 1,934 $654K 0.16% +12 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,915 $647K 0.01% +510 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,852 $626K 0.01% +189 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,831 $619K 0.29% 0 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,800 $608K 0.49% 0 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 1,802 $608K 0.02% -1,906 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,797 $607K 0.01% +147 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,790 $605K 0.08% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,767 $597K 0.07% +280 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,750 $591K 0.24% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,736 $587K 0.14% +715 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,731 $585K <0.01% -12 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,725 $583K 0.08% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,690 $571K 0.04% -6,161 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 1,678 $567K 0.02% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,666 $563K <0.01% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,651 $560K 0.02% +187 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,646 $556K 0.04% -1,123 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,621 $548K 0.05% -300 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,615 $547K 0.01% -11 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,602 $541K 0.02% +16 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,576 $533K 0.04% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,565 $529K <0.01% +26 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 1,555 $526K 0.15% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,537 $520K 0.01% -481 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,530 $519K <0.01% -9,780 13F-HR Timeline Group Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,510 $510K 0.37% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,509 $510K 0.06% -104 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,486 $502K 0.04% +23 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 1,481 $501K -1,327 Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 1,476 $499K 0.11% 0 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 1,436 $485K 0.13% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,433 $484K 0.01% +45 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,425 $482K 0.01% +321 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,408 $476K 0.02% +40 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,407 $475K 0.09% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,396 $472K <0.01% +11 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,394 $471K 0.02% -87 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,393 $471K 0.45% -17 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,388 $469K 0.07% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,385 $468K 0.02% 0 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 1,382 $467K 0.27% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,353 $459K <0.01% -53 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,356 $458K <0.01% new 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 1,350 $456K 0.1% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,335 $451K 0.01% -140 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 1,273 $430K 0.01% -8,381 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,266 $428K 0.02% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,262 $428K 0.01% +422 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,240 $419K 0.12% -168 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,241 $419K <0.01% -131 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,218 $412K 0.29% -565 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,358 $411K 0.02% +29 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,208 $408K <0.01% +317 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,202 $406K 0.01% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,200 $406K 0.01% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,196 $404K 0.01% -1 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,190 $402K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,186 $401K 0.01% +890 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,182 $399K 0.03% +84 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,180 $399K 0.07% +343 13F-HR/A Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,166 $394K 0.03% -61 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,160 $392K 0.03% +81 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,152 $389K 0.1% +197 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,147 $388K 0.2% -113 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,140 $386K <0.01% -207 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,260 $386K 0.01% +70 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,126 $381K 0.28% -23 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,112 $375K 0.09% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,104 $373K 0.01% -13 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,234 $373K 0.04% +6 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,101 $372K 0.21% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,100 $372K 0.4% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 1,089 $368K <0.01% -46 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,087 $367K 0.01% new 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 1,078 $364K 0.1% new 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,076 $364K 0.06% -60 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,069 $361K 0.02% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,066 $360K 0.03% +26 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 1,029 $348K 0.07% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,029 $348K 0.02% +342 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,010 $342K 0.06% -35 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,011 $342K 0.03% +106 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,005 $340K <0.01% -265 13F-HR Timeline Group INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 1,000 $338K 0.01% -1,800 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 998 $337K 0.01% new 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 997 $337K 0.02% -29 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 972 $328K 0.01% new 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 970 $328K 0.27% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,014 $326K 0.02% +72 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 950 $321K 0.04% new 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 940 $318K <0.01% +229 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 929 $314K <0.01% new 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 928 $314K 0.01% +133 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 924 $312K 0.05% +83 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 922 $312K 0.01% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 892 $301K 0.02% +6 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 890 $301K 0.17% +2 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 885 $299K <0.01% -159 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 846 $286K 0.02% -51 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 845 $286K +156 Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 843 $285K <0.01% -11 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 840 $284K 0.04% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 827 $280K 0.02% +23 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 826 $279K 0.14% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 822 $278K 0.04% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 821 $277K <0.01% -81 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 807 $273K 0.09% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 801 $271K 0.01% +5 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 795 $269K <0.01% -4 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 793 $268K 0.02% -14 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 784 $265K <0.01% +67 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 782 $264K 0.78% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 773 $261K <0.01% -11 13F-HR Timeline Group Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 772 $261K 0.03% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 768 $260K 0.01% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 750 $254K 0.01% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 737 $249K 0.01% +16 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 732 $247K 0.05% new 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 720 $243K 0.07% 0 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 720 $243K 0.06% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 718 $243K <0.01% +42 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 713 $241K 0.03% -52 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 713 $241K <0.01% -252 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 710 $240K 0.15% +13 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 704 $238K 0.01% 0 13F-HR Timeline Scheer, Rowlett & Associates Investment… More: the full row for Scheer, Rowlett & Associates Investment Management Ltd. 693 $234K 0.02% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 690 $233K <0.01% -71 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 690 $233K <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 687 $232K 0.17% +621 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 681 $230K 0.01% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 680 $230K 0.04% -2,200 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 660 $223K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 653 $221K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 650 $219K 0.02% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 640 $216K 0.02% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 639 $216K 0.01% -424 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 636 $215K 0.02% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 635 $215K 0.01% -88 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 610 $207K 0.05% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 605 $204K 0.04% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 600 $203K <0.01% new 13F-HR Timeline Group VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 600 $203K 0.13% new 13F-HR/A Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 597 $202K 0.04% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 589 $199K <0.01% +69 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 583 $196K <0.01% +63 13F-HR/A Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 578 $196K 0.01% +116 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 576 $195K <0.01% -9 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 539 $182K 0.04% -15 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 525 $178K <0.01% +3 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 501 $171K 0.01% +4 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 491 $165K <0.01% +167 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 470 $159K 0.08% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 465 $157K 0.07% +187 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 445 $150K 0.01% -10 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 400 $135K 0.07% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 438 $134K <0.01% -12 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 385 $130K <0.01% +284 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 375 $127K 0.01% -125 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 356 $120K <0.01% +19 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 336 $114K 0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 326 $110K 0.03% new 13F-HR/A Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 321 $108K 0.05% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 281 $95K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 275 $92.9K 0.01% +2 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 274 $92.6K 0.02% +100 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 302 $91K 0.06% -90 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 266 $89.9K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 262 $88.5K 0.01% +18 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 253 $85.2K 0.01% +8 13F-HR Timeline