Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 8,825 $716K 0.54% -12,561 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,903 $715K 0.01% +995 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 8,814 $708K 0.02% 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 8,648 $695K 0.02% -536 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 8,635 $693K 0.09% +229 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 8,604 $691K 0.32% +1,175 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 8,230 $661K new Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,612 $611K <0.01% +445 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 7,508 $603K <0.01% -13,031 13F-HR/A Timeline Group AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 7,504 $603K <0.01% -476 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 7,333 $589K 0.01% -1,357 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 7,182 $577K 0.58% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,991 $561K 0.01% +2,387 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 6,958 $559K 0.18% new 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 6,826 $548K 0.17% new 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 6,743 $542K 0.04% +586 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,671 $536K 0.01% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6,644 $536K 0.01% new 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 6,359 $511K 0.01% +47 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,334 $509K <0.01% -1,364 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 6,254 $502K 0.12% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,052 $486K 0.01% -26,183 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,036 $485K 0.03% +1,020 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 5,961 $479K 0.01% -2,388 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 5,891 $473K 0.04% -31,807 13F-HR Timeline Summit Creek Advisors LLC More: the full row for Summit Creek Advisors LLC 5,833 $468K 0.07% +26 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,749 $462K 0.02% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 5,522 $443K <0.01% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,390 $433K 0.02% -619 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 5,327 $428K 0.03% +29 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 5,120 $410K 0.01% -1,821 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,029 $404K 0.01% -227 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,958 $398K 0.01% -28 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,907 $394K <0.01% -1,275 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,883 $392K <0.01% +282 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,877 $392K <0.01% -431 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,830 $388K 0.01% +291 13F-HR/A Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 4,816 $387K 0.15% +1,597 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,725 $379K <0.01% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,692 $377K <0.01% -40,669 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,648 $373K 0.01% +137 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,609 $370K 0.03% +679 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,588 $368K <0.01% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,579 $368K 0.02% -1,390 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,490 $361K 0.01% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,447 $357K 0.01% -2,587 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,360 $350K <0.01% -1,061 13F-HR/A Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 4,220 $339K 0.05% +78 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 4,132 $332K 0.15% +244 13F-HR/A Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,131 $332K 0.09% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,115 $330K 0.02% new 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 4,015 $322K 0.05% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,000 $321K <0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,887 $312K 0.02% +55 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 3,890 $311K 0.01% new 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,863 $310K 0.01% new 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 3,782 $304K <0.01% -21,793 13F-HR/A Timeline Group CCM INVESTMENT GROUP, LLC More: the full row for CCM INVESTMENT GROUP, LLC 3,780 $302K 0.03% -2,736 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,694 $297K 0.01% +3,460 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3,670 $295K <0.01% -8,630 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,595 $289K <0.01% +274 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,591 $288K 0.09% +178 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,591 $288K <0.01% -1,774 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,566 $286K 0.02% new 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 3,519 $283K <0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,432 $276K <0.01% +293 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,411 $274K <0.01% new 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,368 $270K <0.01% -145 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,272 $263K 0.02% +117 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,267 $262K 0.07% -900 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 3,340 $259K <0.01% -1,254 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,215 $258K <0.01% -45 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,207 $257K 0.02% +3,204 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,196 $257K 0.08% new 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 3,149 $253K <0.01% new 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,133 $252K <0.01% -230 13F-HR Timeline Group Utah Retirement Systems More: the full row for Utah Retirement Systems 3,100 $249K <0.01% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,067 $246K 0.01% 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 3,024 $243K <0.01% -17 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,003 $241K <0.01% -445 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,804 $225K 0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,789 $224K <0.01% +313 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,773 $223K <0.01% +118 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,765 $222K <0.01% new 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 2,732 $219K 0.01% -610 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,709 $218K <0.01% -7,479 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,713 $218K 0.09% 0 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 2,704 $217K 0.43% +11 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,680 $215K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,657 $214K 0.14% -299 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 2,525 $203K 0.08% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,508 $201K 0.11% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,413 $194K 0.01% +266 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,251 $181K <0.01% +43 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) 2,086 $168K <0.01% -4,044 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,846 $148K 0.06% +7 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,783 $143K 0.01% +1,403 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,722 $138K 0.03% +1,544 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,648 $132K 0.02% -4,762 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,550 $124K 0.03% -175 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,453 $117K <0.01% +545 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,444 $116K <0.01% +226 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,393 $112K <0.01% -917 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,391 $112K 0.02% new 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 1,336 $107K <0.01% new 13F-HR/A Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,291 $104K 0.01% +513 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,194 $95.9K 0.01% +114 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,153 $92.6K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,116 $89.6K <0.01% -78 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 956 $76.9K <0.01% -212 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 960 $66.6K <0.01% -421 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 828 $66K <0.01% -35 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 808 $64.9K <0.01% +107 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 743 $59.9K <0.01% +524 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 698 $56.1K <0.01% +440 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 696 $55.9K <0.01% +506 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 680 $54.6K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 665 $53.4K <0.01% +305 13F-HR Timeline Group Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 639 $51.3K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 529 $42.5K <0.01% +302 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 528 $42.4K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 502 $40.3K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 401 $32.2K <0.01% +1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 400 $32.1K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 370 $29.7K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 363 $29.2K 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 348 $27.9K <0.01% +162 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 337 $27.1K 0.01% +31 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 357 $26.7K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 309 $25K <0.01% +119 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 307 $24.7K <0.01% 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 275 $22.1K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 271 $21.8K 0.02% -40 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 266 $21.4K <0.01% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 257 $20.6K 0.02% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 242 $19K <0.01% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 211 $16.9K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 200 $16.1K <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $16.1K 0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 199 $15.9K <0.01% +21 13F-HR/A Timeline Group NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 190 $15.3K -7,918 Timeline Riverview Trust Co More: the full row for Riverview Trust Co 189 $15.2K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 184 $14.8K <0.01% +16 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 173 $13.9K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 167 $13.4K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 166 $13.3K <0.01% +159 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 157 $12.6K <0.01% +58 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 151 $12.1K <0.01% +4 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 150 $12K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 142 $11.4K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 126 $10.1K <0.01% -34 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 123 $9.88K <0.01% +10 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 114 $9.12K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 113 $9.08K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 113 $9.03K <0.01% +20 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 109 $8.76K <0.01% +78 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 105 $8.43K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 87 $6.99K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 78 $6.27K <0.01% +1 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 78 $6.26K <0.01% -158 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 73 $5.53K <0.01% -17 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 68 $5.46K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 64 $5.14K <0.01% new 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 59 $4.74K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 58 $4.66K <0.01% -5 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 55 $4.42K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 54 $4.34K <0.01% +24 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 54 $4.34K <0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 52 $4.18K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 52 $4.18K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 57 $4K <0.01% +27 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 51 $4K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 49 $3.94K <0.01% -6 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 46 $3.69K <0.01% +36 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 43 $3.45K <0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 42 $3.37K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 41 $3.29K <0.01% -134 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 37 $2.97K <0.01% +17 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 36 $2.89K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 35 $2.81K <0.01% +6 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 35 $2.81K <0.01% +6 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 32 $2.57K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 30 $2.41K <0.01% -23 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 30 $2.41K <0.01% -8 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 29 $2.33K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 29 $2.33K <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 27 $2.17K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 25 $2.01K <0.01% +17 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 25 $2.01K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 24 $1.93K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 52 $1.77K <0.01% +30 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 22 $1.77K <0.01% +3 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 21 $1.69K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 18 $1.45K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 18 $1.45K 0.02% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 18 $1.44K <0.01% -1,028 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15 $1.21K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $1K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 12 $964 <0.01% new 13F-HR Timeline