Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,300 $93.1K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,123 $80.4K <0.01% +3 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,105 $79K <0.01% +391 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 962 $68.9K <0.01% -4,200 13F-HR/A Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 938 $67.2K <0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 816 $58.4K <0.01% +52 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 812 $58.1K <0.01% +50 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 782 $56K <0.01% -27 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 684 $49K <0.01% +526 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 677 $48.5K <0.01% +549 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 591 $42.3K <0.01% -7 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 552 $39.5K <0.01% +166 13F-HR/A Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 538 $38.5K <0.01% -2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. True Wealth Design, LLC More: the full row for True Wealth Design, LLC 468 $33.5K 0.01% -1 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 455 $32.6K 0.01% +295 13F-HR/A Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 430 $30.8K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 387 $27.7K <0.01% -19 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 343 $24.6K <0.01% 0 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. 339 $24K <0.01% +98 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 325 $23.3K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 322 $23.1K <0.01% -7 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 255 $18.3K <0.01% +58 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 245 $18K 0.01% -62 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 248 $17.8K <0.01% +4 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 220 $15.8K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 177 $12.7K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 162 $11.6K <0.01% +24 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 131 $11K <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 152 $10.9K <0.01% +6 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 151 $10.8K <0.01% -7 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 150 $10.7K <0.01% +2 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 109 $7.8K <0.01% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 107 $7.66K <0.01% +50 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 100 $7.16K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 98 $7.02K <0.01% -14,691 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 98 $7.02K <0.01% +49 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 90 $6.44K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 84 $6.01K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 75 $5.37K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 69 $5K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 68 $4.87K <0.01% -69 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 67 $4.8K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 64 $4.58K <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 57 $4.15K <0.01% +17 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 54 $3.87K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 50 $3.58K <0.01% -9 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 47 $3.37K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 47 $3.37K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 45 $3.22K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 39 $2.79K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 39 $2.79K <0.01% +27 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 36 $2.58K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 35 $2.51K <0.01% new 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 35 $2.51K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 33 $2.36K <0.01% +16 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 32 $2.29K <0.01% +2 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 29 $2.08K <0.01% -1 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 27 $1.93K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 24 $1.72K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 21 $1.5K <0.01% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 21 $1.5K <0.01% 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 20 $1.43K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 19 $1.36K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 19 $1.36K <0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 18 $1.29K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17 $1.22K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 15 $1.07K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 14 $1K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 14 $1K <0.01% +2 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 11 $874 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9 $645 <0.01% -151 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 9 $645 <0.01% +2 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $644 <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 8 $573 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 7 $501 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $430 <0.01% +1 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5 $358 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $358 <0.01% +1 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5 $358 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $287 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $215 <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 3 $215 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $215 <0.01% 0 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/ 2 $143 <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2 $143 <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2 $143 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2 $143 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $72 <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1 $72 <0.01% 0 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 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.