Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 57,509 $603K <0.01% +798 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 55,903 $586K +3,019 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 54,632 $573K 0.01% +18,676 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 54,513 $572K <0.01% +11,707 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 53,465 $561K 0.09% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 53,365 $560K <0.01% +8,576 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 53,276 $559K <0.01% +5,885 13F-HR Timeline Oldfield Partners LLP More: the full row for Oldfield Partners LLP 53,193 $558K 0.13% +15,560 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 53,095 $557K 0.04% +19,331 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 51,736 $543K <0.01% new 13F-HR Timeline Group Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 51,242 $538K 0.23% +9,484 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 49,661 $521K 0.02% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 40,038 $490K 0.03% +12,557 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 46,630 $489K <0.01% -671,847 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 44,331 $465K <0.01% +22,124 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 43,815 $460K 0.01% -5,465 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 43,464 $456K <0.01% -175,899 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 43,306 $454K <0.01% -28,110 13F-HR/A Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 43,197 $453K <0.01% -17,939 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 42,917 $450K 0.17% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 42,329 $441K 0.03% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 41,909 $440K 0.01% +18,519 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 40,656 $438K <0.01% +11,883 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 41,079 $431K <0.01% +12,748 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 40,611 $426K <0.01% +439 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 40,346 $422K <0.01% -38,743 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 40,000 $420K 0.06% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 39,384 $413K <0.01% -9,338 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 38,379 $403K <0.01% +35,031 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 38,333 $402K 0.01% -1,300 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 37,287 $391K 0.11% +4,929 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 34,961 $382K <0.01% +11,559 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 35,776 $375K <0.01% -350,990 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 35,367 $371K 0.02% -14,032 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 35,347 $371K <0.01% +7,666 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 35,340 $371K <0.01% -26,014 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 35,248 $370K <0.01% +223 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 33,855 $355K <0.01% +21,866 13F-HR/A Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 33,549 $352K <0.01% +8,507 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 33,537 $352K <0.01% +7,648 13F-HR Timeline VOLORIDGE INVESTMENT MANAGEMENT, LLC More: the full row for VOLORIDGE INVESTMENT MANAGEMENT, LLC 31,906 $335K <0.01% -244,622 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 31,726 $333K <0.01% -38,668 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 31,577 $331K <0.01% +11,796 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 31,282 $328K 0.01% +532 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 30,926 $324K 0.02% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 30,832 $323K <0.01% +1,335 13F-HR/A Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 30,500 $320K 0.01% -3,000 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 30,432 $319K 0.08% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 30,142 $316K <0.01% 0 13F-HR Timeline Handelsbanken Fonder AB More: the full row for Handelsbanken Fonder AB 30,000 $315K <0.01% -4,598 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 29,215 $306K 0.12% -16,488 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 28,768 $302K <0.01% +3,206 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 28,500 $299K 0.04% -30,000 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 28,000 $294K <0.01% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 27,725 $291K <0.01% +12,550 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 27,109 $284K 0.13% +8,085 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 27,080 $284K <0.01% +11,476 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 26,621 $279K 0.01% +1,054 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 26,288 $276K 0.16% -3,200 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 26,282 $276K <0.01% +1,456 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 25,864 $271K 0.03% -3,000 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 25,714 $270K <0.01% +8,968 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 25,245 $265K 0.03% new 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 25,114 $263K <0.01% -16,886 13F-HR/A Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 25,000 $262K 0.02% -30,000 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 24,111 $253K 0.01% +11,391 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 23,873 $250K <0.01% -5,176 13F-HR/A Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 23,817 $250K 0.07% -41,581 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 23,562 $247K <0.01% -6,405 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 22,843 $240K <0.01% new 13F-HR Timeline Group TI-TRUST, INC More: the full row for TI-TRUST, INC 22,753 $239K 0.13% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 22,270 $234K 0.11% 0 13F-HR/A Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 22,258 $233K 0.13% 0 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 22,146 $232K 0.21% -5,276 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 22,049 $231K 0.01% +653 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,327 $224K <0.01% +3,335 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 21,221 $223K 0.01% new 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 21,170 $222K <0.01% 0 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 21,148 $222K 0.02% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 21,031 $221K <0.01% -129,693 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 21,000 $220K <0.01% 0 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 20,985 $220K 0.01% +6,920 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 20,935 $220K 0.02% -24,362 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 19,999 $210K 0.16% new 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 19,849 $208K <0.01% -32,364 13F-HR Timeline Skerryvore Asset Management Ltd More: the full row for Skerryvore Asset Management Ltd 19,753 $207K 0.19% -6,500 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 19,562 $205K <0.01% +7,075 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 19,367 $203K 0.01% +17,228 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 19,162 $201K 0.02% -8,217 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,094 $200K <0.01% -2,361 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 19,083 $200K <0.01% -330 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 18,649 $196K 0.02% +10,227 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 18,477 $194K <0.01% +527 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 18,322 $192K 0.1% -11,485 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 17,898 $188K <0.01% -3,157 13F-HR Timeline Group CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 17,636 $185K <0.01% +2,826 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 19,170 $184K 0.04% +693 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 17,260 $181K 0.02% -14,540 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 17,201 $180K 0.1% -7,218 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,973 $178K <0.01% -799 13F-HR/A Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 16,940 $178K <0.01% +2,770 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 16,689 $175K 0.05% +164 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 15,429 $162K <0.01% -512,896 13F-HR Timeline Group Human Investing LLC More: the full row for Human Investing LLC 15,416 $162K 0.02% -776 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,247 $160K <0.01% -4,745 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 15,021 $158K 0.05% +1,692 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 14,971 $157K 0.19% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 14,862 $156K 0.01% +3,275 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 14,856 $156K <0.01% new 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 14,644 $154K <0.01% new 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 14,156 $148K -51,224 Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 14,125 $148K <0.01% -111,415 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 14,051 $147K <0.01% -7,778 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 13,577 $142K <0.01% +2,998 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 10,374 $140K <0.01% -571,767 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 13,033 $137K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 13,000 $136K 0.01% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,800 $134K <0.01% -6,746 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 12,787 $134K 0.01% +1,356 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,730 $134K <0.01% -18,897 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 12,600 $132K <0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 12,600 $132K <0.01% 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 12,500 $131K 0.03% -500 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 12,469 $131K <0.01% +2,321 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 12,422 $130K <0.01% +844 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 12,325 $129K <0.01% -1,428 13F-HR Timeline Group Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 12,277 $129K 0.01% +1,771 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 12,066 $127K <0.01% new 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 12,057 $126K 0.07% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 11,961 $125K 0.02% -51,037 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 11,960 $125K 0.08% -1,990 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 11,944 $125K 0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 11,730 $123K 0.02% +11,135 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 11,694 $123K 0.06% -1,085 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 11,658 $122K <0.01% -29,868 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 11,415 $120K <0.01% -1,915 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 11,327 $119K <0.01% -11,748 13F-HR Timeline Group Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 11,200 $117K 0.34% -3,450 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,966 $115K 0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,919 $115K <0.01% new 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 10,637 $112K 0.02% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,501 $110K <0.01% new 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 10,478 $110K <0.01% +241 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 10,462 $110K 0.01% -8 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 10,260 $108K <0.01% -3,820 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 10,133 $106K <0.01% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 9,630 $101K 0.01% -260 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,350 $98.1K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,090 $96.9K <0.01% +1,131 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 8,984 $95.4K <0.01% -15,461 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 7,406 $77.7K 0.01% +223 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 6,328 $66.4K 0.01% -359 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,323 $66.3K <0.01% -2,816 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 5,849 $61.4K <0.01% -3,695 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,707 $59.9K <0.01% -6,400 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,410 $56.8K <0.01% +475 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 4,715 $49.5K <0.01% +2,602 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,380 $45.9K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,002 $42K <0.01% -625 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,936 $41.3K 0.01% -4,159 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,710 $38.9K <0.01% +2,900 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,300 $34.6K <0.01% -1,300 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,976 $31.2K <0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,890 $30.3K <0.01% -171 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Community Bank, N.A. More: the full row for Community Bank, N.A. 2,552 $26.8K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2,400 $25.2K 0.02% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,265 $23.8K <0.01% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,129 $22.3K <0.01% +421 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,000 $21K <0.01% 0 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,968 $20.6K <0.01% +477 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,725 $18.1K <0.01% +783 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,500 $15.7K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,374 $14.4K <0.01% +930 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,328 $13.9K <0.01% +621 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,320 $13.8K <0.01% 0 13F-HR Timeline Group VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,290 $13.5K 0.01% -16,100 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,249 $13.1K 0.01% -16,846 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,200 $12.6K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,189 $12.4K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,003 $10.5K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,003 $10.5K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,000 $10.5K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 979 $10.3K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 944 $9.9K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. 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