PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,100 $176K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,012 $162K <0.01% -6 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,007 $161K 0.1% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 973 $156K 0.06% 0 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 960 $153K <0.01% +315 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 905 $145K <0.01% 0 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 904 $145K <0.01% +34 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 877 $140K <0.01% new 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 765 $122K 0.02% -30 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 728 $116K 0.02% -25 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 725 $116K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 676 $108K 0.01% +156 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 655 $105K <0.01% -250 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 685 $104K <0.01% +83 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 757 $103K <0.01% +54 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 618 $98.9K 0.01% +105 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 600 $95.9K 0.09% 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 588 $94K 0.01% +289 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 560 $89.5K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 547 $87.5K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 545 $87.2K 0.01% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 500 $79.9K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 490 $78.3K 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. 453 $72.4K <0.01% +316 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 450 $72K 0.01% -3 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 442 $70.7K <0.01% 0 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 428 $68.4K <0.01% -26 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 421 $67K 0.04% +272 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 416 $67K <0.01% +44 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 415 $66.4K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 412 $65.9K <0.01% +4 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 407 $62.7K 0.01% +7 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 339 $54.2K <0.01% +12 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 321 $51.3K <0.01% 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 315 $50.4K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 284 $45.4K <0.01% +19 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 270 $43.2K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 270 $43.1K 0.02% +1 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 252 $40.3K 0.06% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 250 $40K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 223 $35.7K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 212 $33.9K 0.04% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 211 $33.7K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 192 $30.7K <0.01% -166 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 190 $30.4K <0.01% +95 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 184 $29.4K <0.01% -113 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 180 $28.8K 0.02% 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 177 $28.3K <0.01% -100 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 175 $28K <0.01% +77 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 160 $25.6K <0.01% +45 13F-HR Timeline Group Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 158 $25.3K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 150 $24K 0.01% +37 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 145 $23.2K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 147 $23K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 144 $23K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 135 $21.6K <0.01% +126 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 137 $20.9K <0.01% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 125 $20K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 117 $18.7K <0.01% +4 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 115 $18.4K <0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 111 $18.1K <0.01% new 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 107 $17.1K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 109 $17K <0.01% +37 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 104 $17K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 103 $16.5K <0.01% -36 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 100 $16K <0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 99 $15.8K <0.01% +27 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 98 $15.7K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 100 $14.7K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 89 $14.2K 0.01% +88 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 85 $13.9K <0.01% 0 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 80 $12.8K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 70 $11.2K 0.04% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 68 $10.9K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 66 $10.6K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 66 $10.6K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 63 $10.1K 0.01% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 57 $10K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 59 $9.43K <0.01% +42 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 55 $8.79K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 57 $8.39K <0.01% +34 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 51 $8.15K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 56 $8K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 50 $8K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 50 $8K <0.01% +40 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 45 $7.2K <0.01% +3 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 44 $7.04K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 42 $6.72K <0.01% -30 13F-HR Timeline Group Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 42 $6.71K <0.01% new 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 40 $6.4K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 39 $6.24K <0.01% -205 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 38 $6.2K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 38 $6.08K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 38 $6.08K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 39 $6K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 37 $5.92K <0.01% -42 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 36 $5.76K <0.01% +2 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 36 $5.76K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 35 $5.6K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 33 $5.28K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 32 $5.12K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 30 $4.8K <0.01% +3 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 30 $4.8K <0.01% +11 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 32 $4.71K <0.01% -1 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 29 $4.64K <0.01% -163 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 28 $4.48K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 27 $4.32K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 27 $4.32K <0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 27 $4.32K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 23 $4K <0.01% 0 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 25 $4K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 25 $3.96K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 24 $3.84K <0.01% 0 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 23 $3.68K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 23 $3.68K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 22 $3.39K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 21 $3.36K <0.01% +8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20 $3.2K <0.01% +2 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 20 $3.2K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 20 $3.2K <0.01% +9 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 17 $2.72K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 16 $2.56K <0.01% +3 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 16 $2.56K <0.01% +1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 15 $2.4K <0.01% +7 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 15 $2.4K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $2.33K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 13 $2.08K <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 12 $1.92K <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 11 $1.77K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 11 $1.76K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 10 $1.6K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 10 $1.6K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 10 $1.6K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $1.6K <0.01% +2 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 9 $1.5K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 8 $1.28K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $1.23K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 7 $1.12K <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 12 $1K <0.01% -3 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 9 $1K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $960 <0.01% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 6 $959 <0.01% +1 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 6 $959 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $799 <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5 $799 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5 $799 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $640 <0.01% +1 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 4 $616 <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3 $480 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $480 <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3 $480 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $480 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $463 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2 $320 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $320 <0.01% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2 $320 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $320 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $320 <0.01% -1 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2 $320 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $160 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 0 $39 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -789 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 19 $1.07M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.