AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,014 $99.3K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 991 $97K <0.01% -3,646 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 936 $91.7K <0.01% -381 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 931 $91.2K 0.01% +6 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 900 $88.1K <0.01% -11,300 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 741 $72.5K <0.01% -309 13F-HR/A Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 732 $71.7K <0.01% +105 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 719 $70.4K 0.02% -1,850 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 706 $69.1K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 689 $68.1K <0.01% -197 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 695 $68K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 682 $66.8K <0.01% -145 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 673 $65.9K <0.01% +3 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 651 $63.7K 0.02% -788 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 632 $61.9K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 562 $57.1K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 535 $52.4K 0.01% -43 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 516 $50.5K 0.01% +64 13F-HR Timeline Quarry LP More: the full row for Quarry LP 500 $49K 0.01% -1,443 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 497 $48.7K <0.01% -8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 489 $47.9K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 453 $44K <0.01% -6,697 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 419 $41K <0.01% -767 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 400 $39K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 357 $35K <0.01% -5 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 354 $34.7K <0.01% +338 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 353 $34.6K 0.01% +57 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 326 $31.9K 0.02% -137 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 319 $31.2K <0.01% -108 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 312 $30.5K <0.01% +263 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 306 $30K <0.01% +38 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 300 $29.4K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 293 $28.7K <0.01% -173 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 283 $27.7K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 269 $26.3K <0.01% -43 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 231 $22.6K 0.02% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 220 $21.5K 0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 215 $21K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 204 $20K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 200 $19.6K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 200 $19.6K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 172 $16.8K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 146 $14.3K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 133 $13K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 133 $13K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 130 $13K <0.01% 0 13F-HR/A Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 122 $11.9K <0.01% -86 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 115 $11.3K <0.01% +32 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 114 $11.2K <0.01% +99 13F-HR/A Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 114 $11.2K <0.01% +30 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 108 $10.6K <0.01% +23 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 105 $10.3K <0.01% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 105 $10.3K <0.01% -10 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 100 $9.79K 0.01% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 89 $8.71K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 85 $8.32K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 76 $7.47K <0.01% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 75 $7.34K <0.01% +56 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 72 $7.05K <0.01% 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 72 $7.05K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 55 $5.38K <0.01% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 52 $5.09K <0.01% -7 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 50 $4.89K <0.01% 0 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 50 $4.89K <0.01% +16 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 41 $4.01K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 40 $3.92K <0.01% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 38 $3.72K <0.01% -1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 37 $3.62K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 36 $3.52K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 35 $3.43K <0.01% new 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 34 $3.33K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 33 $3.23K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 31 $3.04K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 32 $3K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 30 $2.94K <0.01% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 29 $2.85K <0.01% -89,307 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 27 $2.64K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 26 $2.55K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 23 $2.25K <0.01% 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 21 $2.06K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 30 $2K <0.01% +6 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20 $1.96K <0.01% -13 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 20 $1.96K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $1.86K <0.01% -1 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 16 $1.57K <0.01% -271 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 15 $1.47K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 14 $1.37K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 13 $1.27K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 13 $1.27K <0.01% 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 11 $1.08K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13 $1K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 10 $979 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10 $979 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 9 $881 <0.01% +4 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8 $784 <0.01% new 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $784 <0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 7 $774 <0.01% -240 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 7 $685 <0.01% +4 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5 $529 <0.01% new 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 5 $490 <0.01% 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 5 $489 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4 $392 <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4 $392 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4 $392 <0.01% +2 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4 $392 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $392 <0.01% -1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $196 <0.01% -1 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2 $196 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $150 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $98 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $98 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $98 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $98 <0.01% new 13F-HR Timeline