EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,009 $259K <0.01% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 9,964 $257K 0.08% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 9,878 $255K 0.01% new 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 9,903 $255K <0.01% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 9,800 $253K 0.44% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 9,598 $248K 0.15% -1,602 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,586 $248K <0.01% +439 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 9,475 $245K 0.05% -960 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,437 $244K 0.01% -3,949 13F-HR Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 9,401 $243K 0.14% +1,129 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 9,313 $241K 0.05% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,165 $237K 0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,146 $236K 0.02% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 8,919 $230K 0.03% +120 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 8,812 $228K 0.01% new 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 8,800 $227K <0.01% -1,290 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,273 $223K 0.01% +45 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,522 $220K <0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,499 $219K 0.01% -31 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 8,368 $216K 0.04% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,263 $213K <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,212 $212K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,020 $207K <0.01% +4,739 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 8,000 $207K 0.02% new 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 7,695 $199K <0.01% +1,974 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 6,596 $170K <0.01% -57 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,475 $167K 0.01% -962 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,274 $162K <0.01% +2,355 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,120 $158K 0.01% -113 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 5,894 $152K <0.01% +1,273 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5,883 $152K 0.02% -13,992 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,771 $149K 0.03% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,699 $147K <0.01% +88 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,669 $146K <0.01% -788 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aviso Financial Inc. More: the full row for Aviso Financial Inc. 4,928 $127K <0.01% -140 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 4,401 $114K 0.01% +400 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,322 $112K <0.01% -3,547 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,930 $102K <0.01% -897 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,878 $100K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,868 $98.9K <0.01% +2,642 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 3,820 $98.7K <0.01% +1,384 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 3,707 $95.8K 0.01% -49 13F-HR Timeline Eurizon Asset Management Slovakia, spra… More: the full row for Eurizon Asset Management Slovakia, sprav. spol., a.s. 3,600 $93K 2.32% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,560 $91.9K <0.01% -2,811 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,855 $73.7K 0.01% -409 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,800 $72.3K <0.01% -1,442 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,779 $71.8K <0.01% -826 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,577 $66.6K <0.01% -18,477 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,544 $65.7K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 2,428 $62.7K <0.01% -10,097 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,364 $61K 0.01% +28 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,264 $58.5K <0.01% -234 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 2,147 $55.5K 0.01% -78,336 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,096 $54.1K <0.01% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,000 $51.7K 0.05% -134 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,990 $51.4K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,630 $42.1K <0.01% -215,249 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,587 $41K 0.01% +201 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,426 $36.8K 0.01% -174 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,334 $34.5K <0.01% +37 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,294 $33.4K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,293 $33.4K <0.01% +813 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,282 $33.1K 0.02% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,250 $32.3K 0.02% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,200 $31K 0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,193 $30.8K <0.01% -2,023 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,091 $28.2K 0.01% -4,252 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,068 $27.6K <0.01% +1,043 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,020 $26.3K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,012 $26.1K <0.01% -224 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 972 $25.1K 0.01% new 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 800 $20.7K -256,782 Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 791 $20.4K <0.01% -2,697 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 781 $20.2K <0.01% +482 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 780 $20.1K 0.02% +394 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 760 $19.6K <0.01% -84 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 758 $19.6K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 736 $19K <0.01% -958 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 660 $17K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 611 $15.8K <0.01% +239 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 607 $15.6K <0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 554 $14.3K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 522 $13.5K <0.01% +324 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 519 $13.4K <0.01% -63 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 475 $12.3K <0.01% -25 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 440 $11K 0.01% -492 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 422 $11K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 381 $9.84K <0.01% +311 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 366 $9.45K <0.01% -196 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 350 $9.05K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 350 $9.04K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 346 $8.94K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 326 $8.42K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 316 $8.16K <0.01% -23 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 292 $7.54K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 284 $7.34K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 280 $7.23K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 276 $7.13K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 274 $7.08K <0.01% +164 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 270 $6.97K <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 260 $6.7K <0.01% -12,927 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 247 $6.38K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 244 $6.3K <0.01% +188 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 239 $6.17K <0.01% +27 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 204 $5.27K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 202 $5.22K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 194 $5.01K <0.01% -338 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 209 $4.84K <0.01% +11 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 168 $4.34K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 153 $4.02K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 152 $3.93K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 140 $3.63K <0.01% -4 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 136 $3.51K <0.01% -4 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 134 $3.46K <0.01% -19 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 121 $3.12K <0.01% +44 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 118 $3.05K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 108 $2.79K <0.01% -358 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 104 $2.69K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 102 $2.63K <0.01% -70 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 100 $2.58K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 99 $2.56K <0.01% -1,159 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 97 $2.51K <0.01% -2,044 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 94 $2.43K <0.01% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 91 $2.35K <0.01% -101 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 86 $2.23K <0.01% -6 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 78 $2.04K <0.01% -60 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 94 $2K <0.01% 0 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 88 $2K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 86 $2K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 74 $1.91K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 68 $1.76K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 52 $1.34K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 50 $1.29K <0.01% -704 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 49 $1.26K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 48 $1.24K <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 47 $1.21K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 44 $1.14K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 37 $956 <0.01% -366 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 36 $930 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 29 $749 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 22 $568 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 20 $517 <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 20 $517 <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 8 $204 <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.