Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 703 $226K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 700 $225K 0.1% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 694 $223K 0.07% new 13F-HR/A Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 692 $223K 0.02% new 13F-HR/A Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 683 $220K 0.01% -1,655 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 681 $219K 0.21% +75 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 679 $219K <0.01% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 677 $218K 0.01% new 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 666 $214K 0.01% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 660 $212K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 649 $209K 0.12% +34 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 623 $207K 0.03% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 624 $201K 0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 609 $196K 0.01% -561 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 607 $196K <0.01% -124 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 603 $194K <0.01% +194 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 587 $189K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 575 $185K 0.1% 13F-HR Timeline AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 514 $165K <0.01% 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 510 $164K 0.06% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 478 $154K <0.01% +433 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 454 $146K <0.01% +48 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 449 $145K <0.01% +148 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 387 $125K <0.01% -2,676 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 360 $116K <0.01% -2,524 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 360 $116K 0.03% +17 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 350 $113K <0.01% +207 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 325 $105K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 317 $102K <0.01% +84 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 316 $99.2K 0.07% +138 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 295 $95K 0.01% -437 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 284 $91.4K <0.01% +155 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 283 $91.1K 0.01% new 13F-HR Timeline Group Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 277 $89.2K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 270 $82.1K <0.01% +114 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 247 $79.5K 0.02% +71 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 247 $79K <0.01% +22 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smithfield Trust Co More: the full row for Smithfield Trust Co 237 $76K <0.01% +62 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 220 $70.8K 0.04% +40 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 216 $70K <0.01% new 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 211 $67K <0.01% +2 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 205 $66K <0.01% +104 13F-HR Timeline Group GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 189 $60.8K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 163 $52.5K <0.01% -53 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 147 $47.3K <0.01% -1,230 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 133 $42.8K <0.01% +60 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 132 $42.5K <0.01% -54 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 129 $41.5K 0.01% -58 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 124 $40K <0.01% +17 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 118 $38K <0.01% new 13F-HR/A Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 102 $33K <0.01% -11 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 102 $32.8K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 100 $32.2K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 90 $29K <0.01% +10 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 90 $29K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 87 $28K <0.01% -114 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 85 $27.4K <0.01% +51 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 81 $26.1K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 145 $25.9K 0.04% 13F-HR/A Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 80 $25.7K 0.02% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 76 $24.5K <0.01% +15 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 74 $23.8K <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 71 $22.7K <0.01% -135 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 66 $21.2K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 59 $19K <0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 57 $18.3K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 56 $18K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 52 $16.7K 0.01% -7 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 47 $15.5K <0.01% +9 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 180 $14.7K <0.01% +178 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 39 $12.6K <0.01% -111 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 39 $12.6K <0.01% -26 13F-HR Timeline Group UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 37 $11.9K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 32 $10.3K <0.01% +19 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 31 $9.98K <0.01% 0 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 29 $9.33K <0.01% new 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 27 $8.69K 0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 25 $8.05K <0.01% +3 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 25 $8.05K <0.01% 0 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 24 $7.72K <0.01% +5 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 21 $7K <0.01% -5 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 21 $6.76K <0.01% +2 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 20 $6.44K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 17 $5.47K <0.01% +4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $4.83K <0.01% -75 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 15 $4.83K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 14 $4.51K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 14 $4.51K <0.01% +2 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 11 $3.54K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 11 $3.54K <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 8 $2.58K <0.01% 0 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 8 $2.58K <0.01% -2 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6 $2.02K <0.01% -85 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5 $2K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 6 $1.93K <0.01% -3 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6 $1.93K <0.01% -52 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6 $1.93K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $1.79K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5 $1.61K <0.01% +2 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 5 $1.61K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5 $1.61K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4 $1.29K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $1.29K <0.01% -3 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4 $1.29K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4 $1.29K <0.01% +1 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 4 $1.29K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 5 $1K <0.01% -7 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4 $1K <0.01% 0 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4 $1K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3 $911 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2 $644 <0.01% -2 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $644 <0.01% -1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $644 <0.01% -1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $388 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $386 <0.01% -4 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $322 <0.01% -1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $322 <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1 $322 <0.01% -180 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1 $322 <0.01% -2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $322 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $322 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $304 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1 $303 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 0 $20 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.