Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,960 $294K <0.01% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,915 $291K 0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,890 $290K <0.01% new 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 4,809 $285K <0.01% +179 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,776 $283K 0.01% -4,419 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,553 $270K 0.03% +54 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,539 $269K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,492 $266K 0.02% +25 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,482 $266K <0.01% -48 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,450 $264K <0.01% +828 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 4,334 $257K 0.02% -5,605 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 4,318 $256K <0.01% -122 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,287 $254K 0.01% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,267 $253K 0.06% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,858 $229K <0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,789 $225K <0.01% +2,312 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,786 $224K 0.01% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,740 $222K 0.02% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,621 $215K <0.01% -109 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,561 $211K <0.01% +3,237 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,381 $200K 0.03% -11 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,273 $194K 0.01% +321 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) 2,386 $141K <0.01% -2,087 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,297 $136K <0.01% +61 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 2,093 $124K 0.01% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 2,000 $119K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,900 $113K <0.01% -30 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,866 $111K 0.01% -6,286 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,846 $109K 0.01% -1,832 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,820 $108K <0.01% +77 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,735 $103K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,660 $97.1K 0.01% +353 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,570 $93K <0.01% -3,031 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,552 $92K 0.01% +381 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,500 $88.9K <0.01% -300 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,340 $79.4K <0.01% +2 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,300 $77.1K <0.01% 0 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,212 $71.8K <0.01% +24 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,052 $62.4K <0.01% -166 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,000 $59.3K 0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,000 $59.3K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 976 $57.9K <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 942 $55.8K <0.01% new 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 920 $54.5K 0.01% 0 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 873 $51.8K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 845 $50.1K <0.01% +521 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 800 $46.9K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 688 $41K 0.02% +685 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 642 $38K <0.01% -82 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 628 $37.2K <0.01% new 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 610 $36.2K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 600 $35.6K <0.01% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 582 $35K <0.01% -1,022 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 584 $34.6K 0.03% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 524 $31.1K 0.02% -11 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 518 $30.7K <0.01% -16 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 476 $28.2K <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 470 $27.5K <0.01% -169 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 446 $26K <0.01% +158 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 435 $25.8K <0.01% -3 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 401 $23.8K <0.01% +284 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 400 $23.7K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 400 $23.7K 0.01% -535 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 385 $22.8K <0.01% +17 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 375 $22.2K <0.01% +45 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 355 $21K <0.01% +81 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 340 $20.2K <0.01% +16 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 331 $19K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 314 $19K <0.01% +66 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 312 $18.5K <0.01% +63 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 304 $18K <0.01% -92 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 298 $17.7K <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 240 $14.2K 0.01% -49 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 214 $12.7K <0.01% +169 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 204 $12.1K <0.01% +190 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 192 $11.4K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 188 $11.1K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 175 $11K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 168 $9.96K <0.01% -10 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 168 $9.96K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 146 $9K <0.01% +128 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 150 $8.89K <0.01% -250 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 143 $8K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 129 $7.65K <0.01% +3 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 123 $7.29K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 114 $6.76K <0.01% +12 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 108 $6.4K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 106 $6.28K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 103 $6.11K <0.01% +34 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 90 $5.33K <0.01% -30 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 87 $5.16K <0.01% +7 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 75 $4.45K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 71 $4.21K <0.01% -28 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 70 $4.15K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 59 $3.5K <0.01% +27 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 56 $3.32K <0.01% +5 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 52 $3K <0.01% +15 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 40 $2.37K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 37 $2.19K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 36 $2.13K <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 28 $2K <0.01% -1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 33 $1.96K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 31 $1.84K <0.01% -8 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 27 $1.6K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 24 $1.42K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 23 $1.36K <0.01% 0 13F-HR/A Timeline Kilter Group LLC More: the full row for Kilter Group LLC 23 $1.36K <0.01% +11 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 23 $1.36K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 19 $1.13K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 16 $926 <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 15 $890 <0.01% -13 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 15 $889 <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 15 $880 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13 $771 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 9 $521 <0.01% -31 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8 $474 <0.01% -2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7 $415 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $367 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $238 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $178 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $177 <0.01% +1 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2 $119 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $59 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 9 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.