HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,988 $85.6K <0.01% +34 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,962 $84.9K <0.01% +585 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,895 $82.9K 0.01% +2,488 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,853 $82K <0.01% -38,551 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,748 $79K <0.01% -31 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,638 $65.5K <0.01% +416 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,277 $65.2K <0.01% -450 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,248 $64.4K 0.04% -8 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,176 $62.3K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,100 $60.2K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,965 $56.1K <0.01% +407 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 1,863 $53.4K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,810 $51.9K 0.01% +1,480 13F-HR Timeline Acuitas Investments, LLC More: the full row for Acuitas Investments, LLC 1,800 $51.6K 0.04% +300 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) 1,769 $50.7K <0.01% -20,823 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,757 $50.3K <0.01% +866 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,714 $49.1K 0.01% -1,554 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,611 $46.2K <0.01% +1,029 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,550 $44.4K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,548 $44.4K 0.02% -2,949 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,508 $43.2K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,480 $42.4K 0.01% +732 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,476 $42.3K 0.04% -121 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,465 $42K <0.01% -234 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,454 $41.7K <0.01% -2,535 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,437 $40.9K <0.01% +793 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,406 $40.3K <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 1,388 $39.8K <0.01% +539 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,358 $38.9K <0.01% -54 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,302 $37.3K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,127 $32.3K <0.01% +36 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,105 $31.7K <0.01% +487 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,089 $31.2K 0.02% +4 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,062 $30.4K <0.01% new 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 1,053 $30.2K <0.01% -50,430 13F-HR Timeline Quarry LP More: the full row for Quarry LP 970 $27.8K 0.01% -856 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 959 $27.5K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 956 $27.4K 0.02% -43 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 915 $26.2K <0.01% +523 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 911 $26.1K <0.01% +4 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 836 $24K <0.01% -204 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 744 $21.3K <0.01% -576 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 728 $20.9K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 698 $20K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 640 $18.3K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 607 $17.4K <0.01% -373 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 604 $17.3K <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 571 $16.4K <0.01% -198 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 553 $15.8K <0.01% -192 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 523 $15K <0.01% +404 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Asset Dedication, LLC More: the full row for Asset Dedication, LLC 499 $14.3K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 474 $13.6K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 474 $13.6K <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 472 $13.3K <0.01% -1,209 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 464 $13K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 445 $12.8K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 445 $12.7K <0.01% -95 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 430 $12.3K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 385 $11K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 364 $10.4K <0.01% -25 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 315 $9.03K 0.01% new 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 310 $8.88K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 300 $8.6K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 281 $8.05K <0.01% 0 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 255 $7.31K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 249 $7.13K <0.01% -67 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 247 $7.08K <0.01% -101 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 276 $7K <0.01% -7 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 230 $6.59K <0.01% 0 13F-HR/A Timeline ROGCO, LP More: the full row for ROGCO, LP 221 $6.33K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 203 $5.82K <0.01% +3 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 184 $5.27K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 171 $4.9K <0.01% +66 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 164 $4.7K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 160 $4.58K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 158 $4.53K <0.01% -12 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 145 $4.15K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 142 $4.07K <0.01% +81 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 170 $4K <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 133 $3.8K -137,688 Timeline Curat Global, LLC More: the full row for Curat Global, LLC 125 $3.58K <0.01% 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 123 $3.52K <0.01% -31,588 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 119 $3.42K <0.01% -1 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 96 $3K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 103 $2.95K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 88 $2.52K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 84 $2.41K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 83 $2.38K <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 83 $2.38K 0.04% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 75 $2.37K <0.01% +1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 82 $2.36K <0.01% +51 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 82 $2.35K <0.01% -68 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 82 $2.35K <0.01% 0 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 78 $2.26K <0.01% -173 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 76 $2.18K <0.01% 0 13F-HR/A Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 71 $2.03K <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 70 $2.02K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 70 $2.01K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 68 $1.95K <0.01% -36 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 66 $1.89K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 63 $1.8K <0.01% +33 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 60 $1.72K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 60 $1.72K <0.01% -991 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 59 $1.69K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 56 $1.61K <0.01% -7 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 51 $1.46K <0.01% -187 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 50 $1.43K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 47 $1.35K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 47 $1.35K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 46 $1.32K <0.01% -369 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 41 $1.18K <0.01% -2 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 38 $1.09K <0.01% -12 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 35 $1K <0.01% -100 13F-HR Timeline Group PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 64 $1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 48 $1K <0.01% -113 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 35 $1K <0.01% -5,681 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 34 $974 <0.01% -935 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 34 $964 <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 31 $888 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 29 $831 <0.01% -199 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 27 $774 <0.01% new 13F-HR/A Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 27 $774 <0.01% +15 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 25 $716 <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 25 $716 <0.01% -8 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 25 $710 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 24 $691 <0.01% -489 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 23 $656 <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 22 $631 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 52 $630 <0.01% +30 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 22 $630 <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 19 $544 <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 19 $544 <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 18 $516 <0.01% -101,257 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 18 $515 <0.01% +2 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 15 $429 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 14 $402 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 13 $372 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $344 <0.01% -22 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 12 $344 <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 11 $316 <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 11 $316 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 9 $259 <0.01% -2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $229 <0.01% new 13F-HR Timeline Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 7 $201 <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 7 $201 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 7 $201 <0.01% -2 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 7 $201 <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6 $184 <0.01% -5 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $144 <0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5 $138 <0.01% -134 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3 $82 <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2 $57 <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1 $29 <0.01% -599 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $29 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -3,053 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.