180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,007 $732K 0.08% -522 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 7,645 $699K <0.01% -201 13F-HR Timeline Group STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 7,421 $678K 0.49% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,610 $664K 0.02% -3 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 7,188 $657K <0.01% +1,245 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,180 $656K <0.01% +3,294 13F-HR Timeline Group State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 7,199 $656K 0.01% -165 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 7,087 $648K 0.05% new 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 7,087 $648K 0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,086 $647K <0.01% +2,798 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,068 $646K <0.01% +1,692 13F-HR Timeline Group WP Advisors, LLC More: the full row for WP Advisors, LLC 6,969 $637K 0.16% -200 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 6,845 $625K <0.01% +504 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,712 $613K 0.01% +549 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,731 $596K 0.01% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 6,156 $562K 0.17% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,053 $553K <0.01% +795 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 6,046 $552K 0.23% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,989 $547K <0.01% +1,809 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,938 $543K 0.01% -60 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,908 $540K <0.01% +991 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,885 $538K <0.01% -156,630 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 5,843 $534K 0.04% -3,594 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 5,699 $521K <0.01% new 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) 5,644 $516K 0.01% +3,075 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,576 $509K 0.12% -470 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,538 $506K 0.01% -575 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 5,301 $484K <0.01% -33,148 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 5,283 $483K 0.14% +2,422 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,199 $475K 0.04% +40 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,172 $473K <0.01% +1,220 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,164 $472K 0.03% +2,932 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,069 $463K <0.01% +305 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 5,039 $460K <0.01% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,962 $453K <0.01% -4,610 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,026 $451K <0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,904 $448K <0.01% +1,615 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 4,849 $443K 0.17% new 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 4,826 $441K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,686 $428K <0.01% +39 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 4,661 $426K <0.01% -4 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,589 $419K 0.01% -604 13F-HR/A Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,469 $408K 0.02% +66 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,446 $406K 0.01% +1,457 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,290 $392K 0.05% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,239 $387K <0.01% +75 13F-HR Timeline Group VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 4,200 $384K 0.18% 0 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,185 $382K 0.06% -3,643 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,037 $380K <0.01% -849 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,094 $374K <0.01% +149 13F-HR/A Timeline Group Legato Capital Management LLC More: the full row for Legato Capital Management LLC 4,050 $370K 0.03% -26,362 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,855 $352K <0.01% -2,036 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,842 $351K 0.01% -22,113 13F-HR Timeline Group Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,812 $348K 0.13% new 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 3,760 $344K 0.41% -1,815 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,748 $342K 0.02% +488 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,744 $342K 0.01% 0 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,713 $339K 0.02% -80 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 3,635 $332K 0.01% -486 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 3,530 $323K <0.01% -673 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,363 $307K <0.01% -36 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,342 $305K <0.01% +1,113 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,328 $304K 0.01% -100 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,283 $300K <0.01% -688 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,200 $292K 0.06% +332 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,053 $279K 0.07% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,013 $275K 0.01% +334 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,990 $273K <0.01% new 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,886 $264K 0.01% +1,123 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,832 $259K 0.01% +799 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,624 $240K <0.01% +2,320 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,610 $238K 0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,578 $236K 0.03% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,571 $235K 0.14% -1,737 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,528 $231K 0.02% +808 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,523 $231K <0.01% 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 2,499 $227K <0.01% -3,272 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,431 $222K <0.01% +205 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,409 $220K 0.01% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,406 $220K 0.18% -5,352 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,395 $219K <0.01% -123 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 2,385 $218K <0.01% new 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,342 $214K <0.01% -11,234 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,327 $213K 0.02% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,261 $207K <0.01% new 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,257 $206K <0.01% new 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,253 $206K <0.01% new 13F-HR Timeline Group DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,087 $191K <0.01% new 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,996 $182K <0.01% +596 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,886 $172K 0.01% +677 13F-HR/A Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,770 $162K 0.01% -356 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,680 $154K 0.01% +1,525 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,419 $130K <0.01% +1,106 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,379 $126K <0.01% -71,107 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,367 $125K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,328 $121K <0.01% +799 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,296 $118K <0.01% +112 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,287 $118K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,438 $106K <0.01% +1,408 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,131 $103K <0.01% +38 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,049 $95.8K <0.01% +121 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 867 $79.2K <0.01% +800 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 839 $76.7K 0.01% +590 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 788 $72K <0.01% +251 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 774 $71K <0.01% +39 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 728 $66.5K <0.01% -33 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. True Wealth Design, LLC More: the full row for True Wealth Design, LLC 708 $64.7K 0.02% +497 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 652 $59.6K <0.01% +616 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 590 $53.9K <0.01% -95 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 522 $47.7K 0.02% -136 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 497 $45K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 470 $42.9K <0.01% -6 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 417 $38.1K 0.02% +53 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 404 $36.9K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 400 $36.5K <0.01% -300 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 359 $31.3K <0.01% -191 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 329 $30.1K <0.01% +25 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 321 $29K <0.01% +106 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 268 $24.5K 0.01% 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 255 $23.3K <0.01% +173 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 241 $22K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 239 $21.8K <0.01% +186 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 216 $19.7K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 213 $19.5K <0.01% +2 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 200 $18.3K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 198 $18.1K <0.01% -73 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 188 $17.2K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 172 $15.7K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 155 $14.2K <0.01% +91 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 155 $14.2K <0.01% +42 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 151 $13.8K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 141 $12.9K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 140 $12.8K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 137 $12.5K 0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 125 $11.4K <0.01% -221 13F-HR/A Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 123 $11.3K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 119 $11K 0.01% -2,348 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 110 $10.1K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 109 $9.96K <0.01% -26 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 100 $9.42K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 100 $9K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 100 $9K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 92 $8.41K <0.01% new 13F-HR/A Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 82 $7.49K <0.01% -227 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 80 $7.31K <0.01% -1,600 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 75 $6.85K <0.01% new 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 75 $6.85K <0.01% +7 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 67 $6.12K <0.01% +36 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 57 $5.22K <0.01% -1 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 55 $5.02K <0.01% new 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 57 $4.35K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 47 $4.29K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 45 $4.11K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 41 $3.75K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 41 $3.75K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 40 $3.65K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 38 $3.47K <0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 38 $3.47K <0.01% +24 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 31 $2.83K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 30 $2.76K <0.01% +4 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 29 $2.65K <0.01% +4 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 27 $2.47K <0.01% +13 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 25 $2.29K <0.01% -1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 23 $2.1K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 21 $1.92K <0.01% -4 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 21 $1.92K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 19 $1.74K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 18 $1.65K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 15 $1.37K <0.01% -139 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 13 $1.19K <0.01% -4 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 13 $1.19K <0.01% -5 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 15 $1K <0.01% -5 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 10 $914 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $822 <0.01% -11 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 8 $731 <0.01% 0 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 8 $731 <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 8 $731 <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 8 $731 <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 7 $640 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7 $640 <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 7 $640 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 7 $640 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $549 <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 6 $549 <0.01% new 13F-HR/A Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 5 $457 <0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 5 $457 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $456 <0.01% +4 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4 $365 <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3 $275 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $275 <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $275 <0.01% +2 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3 $274 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3 $274 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $274 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $183 <0.01% +1 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1 $107 <0.01% -2 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $92 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $92 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1 $91 <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.