Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 6,940 $294K 0.1% +565 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,669 $282K <0.01% -36,704 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,634 $281K 0.01% +221 13F-HR Timeline Ares Systematic Credit Ltd More: the full row for Ares Systematic Credit Ltd 6,609 $280K 0.17% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,529 $277K 0.01% +545 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 6,532 $276K 0.07% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 6,478 $274K 0.05% -6,047 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,475 $274K <0.01% +129 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 6,205 $263K 0.02% -382 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 6,190 $262K 0.03% 0 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 6,075 $257K <0.01% +670 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 5,962 $252K <0.01% new 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 5,943 $252K 0.01% -1,198 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,574 $236K 0.01% -169 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 5,503 $233K 0.03% -1,245 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,464 $231K 0.01% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 5,313 $225K 0.27% -5,403 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,312 $225K <0.01% +352 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,219 $221K 0.02% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,187 $220K <0.01% +226 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 5,142 $218K 0.09% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,126 $217K <0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 5,106 $216K 0.05% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,068 $215K <0.01% +108 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 5,051 $214K <0.01% +1,250 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,018 $213K <0.01% -265 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,984 $211K <0.01% +3,696 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 4,964 $210K 0.05% -13 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,843 $205K <0.01% -3,375 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,785 $203K 0.01% -951 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,745 $201K <0.01% new 13F-HR/A Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 4,741 $201K 0.04% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,280 $181K <0.01% -141 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 4,412 $181K <0.01% -1,564 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,088 $173K 0.02% +722 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,463 $147K 0.05% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,352 $142K <0.01% -1,291 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 3,322 $141K 0.11% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,300 $140K <0.01% +6 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3,017 $128K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,592 $110K <0.01% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,484 $105K 0.01% -815 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,457 $104K <0.01% -113 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,121 $89K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,060 $88.2K <0.01% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 2,078 $88K 0.01% +53 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,876 $79.4K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,609 $68.1K <0.01% -6,628 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,528 $64.7K 0.01% -7 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,522 $64.5K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,500 $64K 0.05% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,404 $59.5K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,239 $52.5K <0.01% +124 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,094 $46.3K <0.01% -1,203 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,093 $46.3K <0.01% +9 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,091 $46.2K <0.01% +606 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 1,000 $42.4K 0.02% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 958 $40.6K <0.01% 0 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 900 $38.1K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 820 $34.7K <0.01% -1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 782 $33.1K 0.01% +74 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 743 $31.5K <0.01% +441 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 755 $29.4K <0.01% -45 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 630 $26.7K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 628 $26.6K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 626 $26.5K <0.01% +55 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 593 $25K <0.01% +67 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 578 $24.5K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 523 $22.1K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 460 $19.5K <0.01% +170 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 448 $18.5K <0.01% 0 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 427 $18.1K 0.02% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 419 $17.7K <0.01% -240 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 413 $17.5K <0.01% +26 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 411 $17.4K 0.02% -37 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 402 $17K <0.01% +20 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 400 $16.9K <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 397 $16.8K 0.01% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 385 $16.3K <0.01% +45 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 371 $15.7K <0.01% +79 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 369 $15.6K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 350 $14.8K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 325 $13.8K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 311 $13.2K <0.01% +64 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 300 $12.5K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 281 $11.9K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 270 $11.4K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 265 $11.2K <0.01% +19 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 250 $10.6K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 249 $10.5K <0.01% -2 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 246 $10.4K <0.01% -25,875 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 246 $10.4K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 243 $10.3K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 243 $10K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 232 $9.83K <0.01% +117 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 225 $9.53K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 223 $9.44K <0.01% +8 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 190 $8.05K <0.01% -241 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 194 $8K <0.01% +2 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 186 $7.88K <0.01% -3 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 181 $7.67K <0.01% +151 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 178 $7.54K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 164 $6.95K <0.01% -8 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 161 $6.82K <0.01% -29 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 152 $6.44K <0.01% +10 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 150 $6.35K <0.01% +93 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 150 $6.35K <0.01% +75 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 135 $5.72K <0.01% +60 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 130 $5.51K <0.01% +8 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 125 $5.29K <0.01% +65 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 108 $5K <0.01% new 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 113 $4.79K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 112 $4.74K <0.01% +37 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 107 $4.53K <0.01% new 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 104 $4.4K <0.01% +13 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 100 $4.24K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 93 $3.94K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 91 $3.85K <0.01% new 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 89 $3.77K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 88 $3.73K <0.01% +24 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 74 $3.13K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 62 $2.63K <0.01% +21 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 59 $2.5K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 56 $2.37K <0.01% +3 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 55 $2.33K <0.01% -23 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 52 $2.2K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 51 $2.16K <0.01% +22 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 35 $1.48K <0.01% -5 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 34 $1.44K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 33 $1.4K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 33 $1.4K <0.01% +29 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 32 $1.35K <0.01% -3 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 32 $1.35K <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 31 $1.31K <0.01% +21 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 29 $1.23K <0.01% -60 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 26 $1.1K <0.01% +23 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 25 $1.06K <0.01% -3 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 23 $961 <0.01% +10 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 21 $889 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 18 $763 <0.01% +8 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 18 $762 <0.01% -4,767 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 13 $551 <0.01% +6 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 12 $509 <0.01% -4 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 12 $508 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 12 $508 <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 12 $508 <0.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 11 $466 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $424 <0.01% -160 13F-HR Timeline MOTCO More: the full row for MOTCO 9 $381 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7 $297 <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 7 $296 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $291 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 4 $170 <0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3 $128 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3 $127 <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 3 $127 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $85 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2 $85 <0.01% -34 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $43 <0.01% 0 13F-HR/A Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $36 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 12 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 10 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.