WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 273 $118K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 243 $117K <0.01% +215 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 237 $114K 0.01% +90 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 235 $114K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 227 $110K <0.01% +111 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 203 $98.1K <0.01% +67 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 197 $95.2K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 195 $94.2K <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 193 $93.2K <0.01% +10 13F-HR Timeline CX Institutional More: the full row for CX Institutional 186 $90K <0.01% +173 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 179 $86.5K 0.01% -29 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 164 $79.2K 0.01% -164 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 171 $78K <0.01% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 160 $77.3K 0.02% -33,356 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 151 $72.9K 0.06% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 149 $72K <0.01% -43 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 146 $70.5K <0.01% +131 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 137 $66.2K 0.01% new 13F-HR Timeline NBH Bank More: the full row for NBH Bank 136 $65.7K 0.03% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 135 $65.2K 0.03% +35 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 134 $64.7K 0.01% -366 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 200 $63K 0.02% 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 150 $61K 0.07% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 125 $60.4K <0.01% +40 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 125 $60.4K 0.02% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 125 $60.4K 0.03% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 121 $58.4K <0.01% +59 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 120 $58K 0.22% +109 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 118 $57K 0.02% -2,042 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 116 $56K 0.07% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 110 $53.1K 0.02% +10 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 109 $52.6K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 109 $52.6K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 96 $46.4K <0.01% +94 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 90 $43.5K 0.02% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 90 $43.5K 0.01% -5 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 90 $43.5K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 89 $43K <0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 88 $42.5K <0.01% +5 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 85 $41.1K 0.01% +70 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 85 $41K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 95 $40.9K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 82 $39.6K 0.02% +23 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 81 $39.1K <0.01% +63 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 81 $39K 0.02% +2 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 79 $38.2K 0.01% +8 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 77 $37.2K 0.02% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 77 $37.2K 0.02% -39 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 76 $36.7K 0.01% +2 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 76 $36.7K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 72 $34.8K <0.01% +35 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 80 $34.5K 0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 63 $30.4K 0.01% 0 13F-HR/A Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 62 $29.8K <0.01% new 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 61 $29.5K 0.02% -260 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 60 $29K 0.01% 0 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 63 $28.7K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 59 $28.5K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 58 $28K <0.01% +53 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 56 $27K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 56 $27K <0.01% 0 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 55 $26.6K 0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 52 $25.1K <0.01% +30 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 51 $24.6K <0.01% -75 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 49 $23.7K <0.01% -3 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 49 $23.7K <0.01% +17 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 47 $22.7K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 43 $20.8K 0.01% +23 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 43 $20.8K 0.02% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 42 $20.3K <0.01% new 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 40 $19.3K 0.01% -12,556 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 40 $19.3K <0.01% +32 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 36 $17.4K 0.01% 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 44 $17.3K 0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 36 $17K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 34 $16.4K <0.01% +14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 33 $15.9K <0.01% +7 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 30 $14.5K <0.01% +18 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 30 $14.5K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 29 $14K <0.01% +9 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 28 $13.5K <0.01% +4 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 25 $12.1K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 25 $12.1K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 26 $12K <0.01% +12 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 23 $11.1K <0.01% -3 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 23 $11.1K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 22 $10.6K <0.01% +4 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 22 $10.6K <0.01% -5 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 22 $10.6K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 21 $10.1K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 20 $9.66K <0.01% -33 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 20 $9.66K 0.01% +1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 20 $9.66K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 20 $9.66K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 20 $9.66K <0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 20 $9.66K 0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 22 $9.48K <0.01% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 30 $8.97K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 27 $8.93K <0.01% +13 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 18 $8.69K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 17 $8.21K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 16 $7.73K <0.01% +7 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 16 $7.73K 0.01% +12 13F-HR/A Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 15 $7.25K <0.01% -12 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 15 $7.25K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 15 $6.84K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 14 $6.76K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 13 $6.28K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 13 $6.28K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 24 $5.99K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 12 $5.8K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 12 $5.8K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 11 $5.31K <0.01% 0 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 11 $5.31K <0.01% +10 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 11 $5.31K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 10 $4.83K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 9 $4.35K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 9 $4.35K <0.01% -2 13F-HR/A Timeline Avalon Trust Co More: the full row for Avalon Trust Co 9 $4.35K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 9 $4.35K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 9 $4.35K <0.01% +1 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 9 $4.35K <0.01% -10 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 7 $3.38K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6 $3K <0.01% new 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 6 $2.9K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6 $2.9K <0.01% +1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6 $2.9K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $2.9K <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 5 $2.42K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 5 $2.42K <0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 5 $2.42K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 5 $2.42K <0.01% +2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4 $2K <0.01% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 6 $1.99K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 4 $1.93K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $1.93K <0.01% +2 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $1.93K <0.01% +3 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 4 $1.93K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $1.59K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3 $1.45K <0.01% +1 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3 $1.45K <0.01% 0 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 3 $1.45K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 3 $1.45K <0.01% +2 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3 $1.36K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2 $1K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $966 <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2 $966 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $966 0.02% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2 $850 <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2 $845 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2 $773 <0.01% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 1 $648 <0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1 $537 <0.01% new 13F-HR Timeline Group Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $484 <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1 $483 <0.01% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1 $483 <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1 $483 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 1 $483 <0.01% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $431 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $381 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 3 $329 <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,539 $2.67B -1,451 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.