TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,389 $259K <0.01% -528 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,381 $258K <0.01% -4,331 13F-HR Timeline Group Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 3,373 $258K 0.59% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 3,353 $256K <0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,283 $251K <0.01% +73 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,275 $250K 0.02% +1,976 13F-HR/A Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,211 $245K 0.01% -1,181 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,179 $243K 0.04% +405 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,156 $241K 0.01% new 13F-HR Timeline Monaco Asset Management SAM More: the full row for Monaco Asset Management SAM 3,111 $238K 0.12% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,091 $236K 0.02% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,081 $235K 0.13% new 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 3,060 $234K <0.01% new 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,030 $232K 0.02% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,030 $232K 0.04% new 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,028 $231K 0.05% -460 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,994 $229K 0.01% -255 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,991 $229K <0.01% new 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 2,971 $227K 0.15% new 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,946 $225K 0.01% +2,152 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,940 $225K 0.15% +605 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,940 $225K <0.01% -2,284 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 2,912 $223K 0.01% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,850 $218K 0.01% -301 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,820 $216K 0.14% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,762 $211K 0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,738 $209K <0.01% -432 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 2,710 $207K <0.01% -5,712 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,666 $204K 0.01% -58,420 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,639 $202K 0.01% new 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 2,626 $201K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,507 $192K <0.01% -18,728 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 2,460 $188K 0.21% -400 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,419 $185K 0.01% +567 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,363 $181K 0.02% +302 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,299 $176K 0.01% -1,210 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,300 $176K 0.08% -150 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,290 $175K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,156 $165K 0.02% +1,420 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) 2,116 $162K <0.01% -7,814 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,916 $146K <0.01% -42 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,765 $135K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,609 $123K <0.01% -46 13F-HR/A Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,568 $120K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,402 $107K <0.01% +829 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,363 $104K <0.01% +604 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,474 $102K <0.01% +902 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,272 $97.2K <0.01% -218 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,239 $94.7K <0.01% +135 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,168 $89.3K <0.01% +122 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 1,000 $78.7K 0.05% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,000 $76.4K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 999 $76.3K <0.01% +199 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 940 $76K <0.01% +146 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 975 $74.5K 0.01% -155 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 940 $71.8K <0.01% 0 13F-HR/A Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 895 $68.4K 0.03% +15 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 875 $66.9K 0.04% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 828 $63.3K 0.01% +256 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 808 $61.7K 0.01% -151 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 773 $60K <0.01% -451 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 766 $58.5K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 500 $53K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 685 $52.3K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 654 $50K <0.01% +626 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 634 $48.5K 0.02% +13 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 620 $47.4K <0.01% +373 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 578 $44.2K 0.03% -15 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 555 $43K <0.01% -120 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 556 $42.5K <0.01% +222 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 560 $42K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 549 $42K <0.01% +74 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 518 $39.6K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 514 $39.3K 0.03% +341 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 501 $38.3K <0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 450 $34.4K 0.03% +255 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 446 $34.1K 0.01% +4 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 461 $33K 0.02% -138 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 419 $32.6K <0.01% +117 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 421 $32.2K <0.01% +261 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 420 $32.1K <0.01% +359 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 417 $31.9K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 416 $31.8K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 416 $31.8K <0.01% +168 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 400 $30.6K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 400 $30.6K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 369 $28.2K <0.01% +362 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 356 $27.2K <0.01% -20 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 325 $24.8K 0.01% -140 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 307 $23.9K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 305 $23.3K <0.01% +68 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 305 $23.3K 0.01% +1 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 254 $19.4K <0.01% +232 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 250 $19.1K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 232 $17.7K <0.01% -113 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 225 $17.2K <0.01% -2 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 222 $17K <0.01% -78 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 211 $16.1K <0.01% +42 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 200 $15.3K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 196 $15K <0.01% +6 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 196 $15K 0.01% -122 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 188 $14.4K <0.01% -400 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 192 $14K <0.01% +56 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 170 $13K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 166 $12.7K <0.01% -99 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 162 $12.4K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 133 $10.2K <0.01% 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 130 $9.94K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 128 $9.78K 0.01% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 126 $9.61K <0.01% -309 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 120 $9.17K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 113 $8.64K <0.01% +1 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 113 $8.63K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 108 $8.25K <0.01% 0 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 108 $8.25K <0.01% +79 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 103 $7.89K <0.01% +1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 103 $7.89K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 100 $7.64K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 100 $7.64K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 100 $7.64K <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 95 $7.26K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 94 $7.18K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 93 $7.11K 0.01% +61 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 87 $6.65K <0.01% +14 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 84 $6K <0.01% -16 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 57 $4.36K <0.01% -39 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 56 $4.28K <0.01% new 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 55 $4.2K 0.02% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 55 $4.2K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 51 $3.9K <0.01% +38 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 50 $3.82K <0.01% -4,052 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 50 $3.82K <0.01% -159 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 50 $3.82K -53 Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 48 $3.67K <0.01% -25 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 45 $3.44K <0.01% +6 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 42 $3.21K <0.01% -62 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 40 $3.06K <0.01% -50 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 49 $3K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 45 $3K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 37 $2.83K <0.01% new 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 37 $2.81K <0.01% -28 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 35 $2.69K <0.01% -4 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 35 $2.67K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 34 $2.6K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 29 $2.22K <0.01% -6 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 29 $2.22K <0.01% -15 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 27 $2.06K <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 26 $1.99K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 24 $1.83K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 22 $1.68K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 21 $1.62K <0.01% +1 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 20 $1.56K <0.01% new 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 19 $1.45K <0.01% new 13F-HR/A Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $1.22K <0.01% -8 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 14 $1.08K <0.01% -13 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 14 $1.07K <0.01% +2 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 14 $1.07K <0.01% -1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 17 $1K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $841 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 9 $688 <0.01% -48 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $612 <0.01% +2 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8 $611 <0.01% -178 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $545 <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 6 $467 <0.01% -15 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 18 $459 <0.01% +12 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 6 $458 <0.01% -41 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 5 $382 <0.01% +3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $319 <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4 $306 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $306 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $230 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $152 <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1 $114 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $74 <0.01% -2 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 0 $19 <0.01% -13 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -213 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.