Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,107 $373K 0.02% new 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 5,066 $369K <0.01% +900 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,975 $364K 0.01% +369 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 3,500 $356K <0.01% 0 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 4,835 $353K 0.01% -3,216 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,800 $350K 0.05% +2,400 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,534 $331K 0.07% +633 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 4,526 $331K 0.06% -819 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,458 $326K <0.01% -1,263 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,445 $325K <0.01% new 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 4,427 $324K <0.01% -41 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 4,366 $319K 0.22% new 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 4,300 $314K 0.07% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,212 $307K 0.01% -1,266 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,127 $302K <0.01% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,038 $295K 0.02% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,846 $281K 0.01% -4,234 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,868 $280K 0.06% -565 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,714 $271K 0.1% new 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 3,641 $266K 0.01% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 3,541 $259K <0.01% -25,967 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 3,477 $254K <0.01% -604 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,476 $254K <0.01% +1,144 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,456 $253K <0.01% new 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,446 $252K 0.01% -527 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 3,409 $249K <0.01% +944 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 3,372 $246K 0.01% +45 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,347 $245K 0.01% -11 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,259 $237K 0.04% -462 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,209 $235K <0.01% -172 13F-HR Timeline Group INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 3,185 $232K <0.01% -343 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,148 $230K <0.01% new 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 3,126 $229K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,090 $226K <0.01% -4,074 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,035 $222K <0.01% 0 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,027 $221K 0.01% -1,309 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,873 $210K 0.01% +343 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,791 $204K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,639 $191K <0.01% -2,022 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,502 $183K <0.01% +1,863 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 2,454 $179K 0.01% -1,371 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,321 $169K <0.01% -8,513 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,168 $158K 0.02% -1,137 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,116 $155K <0.01% -5,744 13F-HR/A Timeline Group Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 2,033 $149K 0.02% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,014 $147K <0.01% -2,358 13F-HR Timeline Group Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 1,818 $132K <0.01% -25 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,662 $121K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,633 $119K <0.01% -107 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,612 $118K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,591 $116K 0.02% -435 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,523 $111K 0.04% +425 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,459 $107K <0.01% +10 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,399 $102K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,371 $100K <0.01% -256 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 975 $99.2K 0.01% -120 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,334 $97.5K <0.01% +237 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,282 $93.7K <0.01% -3 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,255 $91.7K <0.01% -7 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,232 $90.1K <0.01% -18 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,210 $88.4K <0.01% -85 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 1,115 $81.5K <0.01% -60 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,000 $73.1K <0.01% 0 13F-HR Timeline Group Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,000 $72.9K 0.01% new 13F-HR Timeline TOBAM More: the full row for TOBAM 628 $64K 0.02% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 830 $60.7K 0.01% -157 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 895 $57.8K 0.03% -332 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 770 $56.3K 0.01% -547 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 757 $55.3K <0.01% +216 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 722 $52.8K <0.01% -450 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 710 $51.7K 0.03% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 600 $43.9K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 597 $43.6K <0.01% -1,122 13F-HR/A Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 572 $41.8K 0.01% -297 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 473 $34.6K 0.03% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 450 $32.9K 0.01% -1,560 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 440 $32.1K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 429 $31.4K <0.01% -428 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 407 $29.8K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 380 $27.8K 0.02% -185 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 360 $26.3K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 306 $22.4K 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 305 $22.3K <0.01% +246 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 253 $18.5K <0.01% +99 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 240 $17.5K <0.01% -198 13F-HR Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 237 $17.3K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 236 $17.3K 0.01% -290 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 232 $17K 0.01% new 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 212 $15.5K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 175 $12.8K <0.01% -149 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 168 $12.3K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 151 $11K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 122 $8.92K <0.01% +73 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 118 $8.63K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 113 $8.26K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 112 $8.19K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 110 $8.05K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 107 $7.82K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 102 $7.46K <0.01% +87 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 101 $7.38K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 97 $7.09K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 97 $7.04K <0.01% -184 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 84 $6.14K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 79 $5.78K <0.01% -401 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 77 $5.63K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 69 $5.03K <0.01% -408 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 50 $3.64K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 42 $3.07K <0.01% +34 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 40 $2.92K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 33 $2.41K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 32 $2.34K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 31 $2.27K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 28 $2.05K <0.01% -34 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 27 $1.97K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 20 $1.46K <0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 16 $1.17K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 14 $1.02K <0.01% -4 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 12 $877 <0.01% -24 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12 $875 <0.01% +3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 11 $737 <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10 $731 <0.01% -22 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 10 $731 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 10 $731 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8 $585 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 7 $512 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7 $512 <0.01% +4 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 7 $512 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6 $439 <0.01% -3 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3 $219 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2 $146 <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 12 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -23,693 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.