OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 222 $78K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 177 $65.3K 0.01% +13 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 184 $64.6K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 171 $63.1K <0.01% -243 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 168 $56.3K <0.01% -38 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 160 $56.2K <0.01% -2 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 154 $54.1K 0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 124 $43.6K <0.01% -390 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 122 $42.9K <0.01% +17 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 122 $42.9K <0.01% -4 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 118 $41.5K 0.03% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 111 $39K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 111 $39K 0.04% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 103 $36.2K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 100 $35.1K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 100 $35.1K 0.02% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 88 $30.9K <0.01% -541 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 88 $30.9K <0.01% -6 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 88 $30.9K <0.01% -21 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 85 $29.9K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 83 $29.2K <0.01% -3 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 74 $27.3K <0.01% +50 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 77 $27.1K <0.01% +27 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 76 $26.7K 0.02% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 75 $26.3K <0.01% 0 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 70 $25K <0.01% -40 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 71 $24.9K <0.01% -4 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 67 $23.5K <0.01% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 67 $23.5K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 64 $22.8K <0.01% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 64 $22K <0.01% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 62 $21.8K <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 62 $21.8K <0.01% +32 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 62 $21.8K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 60 $21.1K <0.01% +9 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 55 $19.3K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 50 $17.6K <0.01% new 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 50 $17.6K <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 50 $17.6K <0.01% -5 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 48 $16.9K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 47 $16.8K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 45 $15.8K <0.01% -190 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 45 $15.8K <0.01% -12 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 45 $15.8K 0.01% -18 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 39 $13.7K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 37 $13K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 35 $12.3K <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 34 $12K <0.01% -783 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 34 $11.9K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 33 $11.6K <0.01% +1 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 30 $10.5K <0.01% new 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 29 $10.2K <0.01% -4 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 27 $9.48K <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 25 $8.78K <0.01% new 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 25 $8.78K <0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 24 $8.43K <0.01% +11 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 22 $7.73K <0.01% -631 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 20 $7.03K <0.01% -480 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 20 $7.03K <0.01% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 20 $7.03K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 22 $7K <0.01% 0 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 18 $7K <0.01% -16 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 19 $6.67K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 18 $6.32K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 18 $6.32K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 17 $5.97K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 17 $5.97K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 16 $5.62K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 15 $5.54K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 14 $4.92K <0.01% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 14 $4.92K <0.01% 0 13F-HR/A Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 13 $4.57K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 13 $4.57K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13 $4.57K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 13 $4.57K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 12 $4.22K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 11 $3.86K <0.01% -14 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 10 $3.51K <0.01% -5 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 9 $3.16K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 9 $3.16K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 9 $3K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8 $2.81K <0.01% -1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 8 $2.81K <0.01% -1 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 8 $2.81K <0.01% 0 13F-HR Timeline Pier Capital, LLC More: the full row for Pier Capital, LLC 8 $2.81K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 6 $2.11K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $2.11K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $1.76K <0.01% 0 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5 $1.76K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5 $1.76K <0.01% +1 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5 $1.76K <0.01% -2 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 5 $1.76K <0.01% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4 $1.41K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $1.41K <0.01% -102 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4 $1.41K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $1.41K <0.01% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4 $1.41K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4 $1.41K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 4 $1.41K <0.01% -318 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4 $1.41K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3 $1.29K <0.01% -2 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3 $1.05K <0.01% -225 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3 $1.05K <0.01% +1 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3 $1.05K <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 3 $1.05K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3 $1.05K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3 $1.05K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $1.05K <0.01% +1 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 3 $1.05K <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $1.05K <0.01% +3 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2 $1K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $891 <0.01% +1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2 $703 <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 2 $703 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $703 <0.01% +1 13F-HR Timeline Trium Capital LLP More: the full row for Trium Capital LLP 2 $703 <0.01% -5,224 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2 $703 <0.01% -15 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 2 $703 <0.01% 0 13F-HR/A Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $702 <0.01% +1 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1 $369 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1 $352 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1 $352 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $351 <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1 $351 <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1 $351 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1 $351 <0.01% -1 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1 $351 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $351 <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1 $351 <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.