HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 996 $129K <0.01% -934 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 982 $127K 0.03% +629 13F-HR Timeline Quarry LP More: the full row for Quarry LP 926 $120K 0.03% +678 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 920 $119K 0.01% +721 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 856 $111K <0.01% +392 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CX Institutional More: the full row for CX Institutional 825 $107K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 813 $105K <0.01% +3 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 786 $103K <0.01% +331 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 713 $102K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 750 $96.9K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 730 $82.2K <0.01% -187 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 625 $80.7K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 581 $75K 0.01% -4 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 581 $75K <0.01% 0 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 548 $70.8K -7,255 Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 542 $70K 0.01% +527 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 523 $67.6K <0.01% +223 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 510 $65.9K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 510 $65.9K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 507 $65.5K 0.01% +8 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 500 $64.6K 0.02% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 461 $59.5K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 460 $59.4K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 452 $58.4K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 444 $57K 0.04% +1 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 435 $56.2K <0.01% +8 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 412 $53.2K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 400 $51.7K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 400 $51.7K 0.02% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 400 $51.7K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 386 $49.9K <0.01% +3 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 384 $49.6K 0.02% -40 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 359 $49.3K <0.01% +66 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 382 $49.3K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 362 $46.8K <0.01% -14 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 353 $45.5K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 352 $45.3K <0.01% -63 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 331 $42.8K <0.01% +136 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 320 $41.3K -10,814 Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 314 $40.6K <0.01% +33 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 312 $40.3K 0.01% 0 13F-HR/A Timeline OSSIAM More: the full row for OSSIAM 294 $38K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 282 $36.4K 0.03% +60 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 275 $35.5K <0.01% -7 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 275 $35.5K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 258 $33.3K <0.01% -1,021 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 250 $32.3K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 244 $31.5K <0.01% -48 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 305 $30.9K 0.02% +66 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 214 $27.6K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 202 $26K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 200 $25.8K <0.01% -500 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 197 $25.4K 0.01% +13 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 194 $25.1K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 183 $23.6K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 172 $22.2K <0.01% 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 166 $21.4K 0.01% 0 13F-HR/A Timeline Coastline Trust Co More: the full row for Coastline Trust Co 158 $20.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 150 $19.4K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 147 $19K <0.01% -118 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 145 $18.7K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 141 $18.2K <0.01% +133 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 135 $17.5K <0.01% -67 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 135 $17.4K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 134 $17.3K <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 132 $17K <0.01% +7 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 131 $16.9K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 126 $16.2K <0.01% +41 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 124 $16K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 121 $15.7K 0.01% -86 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 116 $15K <0.01% +95 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 111 $14.3K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 114 $14K <0.01% +23 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 100 $13K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 100 $12.9K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 100 $12.9K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 100 $12.9K <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 110 $12.1K <0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 91 $11.7K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 90 $11.6K 0.01% -18 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 85 $11.1K <0.01% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 84 $10.8K <0.01% -8 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 81 $10K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 70 $9.04K <0.01% -35 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 70 $9.04K <0.01% +16 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 61 $7.88K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 60 $7.75K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 59 $7.62K <0.01% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 56 $7.23K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 53 $6.85K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 50 $6K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 44 $6K <0.01% 0 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 44 $5.68K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 40 $5.17K <0.01% +1 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 36 $4.65K <0.01% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 35 $4.52K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 35 $4.52K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 28 $3.62K <0.01% new 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 28 $3.61K <0.01% -2 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 25 $3.23K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 24 $3.1K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 23 $2.97K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 19 $2.47K <0.01% +7 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 19 $2.46K <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. 18 $2.34K <0.01% 0 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 17 $2.21K <0.01% -4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 15 $1.94K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 15 $1.94K <0.01% 0 13F-HR/A Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 14 $1.81K <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 13 $1.68K <0.01% +8 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 13 $1.61K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 12 $1.55K <0.01% +11 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11 $1.42K <0.01% -295 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $1.38K <0.01% +10 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 10 $1.31K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 10 $1.29K <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $1.05K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8 $1.03K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 9 $1K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7 $918 <0.01% -8,391 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 6 $775 <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5 $646 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5 $646 <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 4 $517 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 4 $517 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 4 $517 <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 4 $517 <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4 $516 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3 $397 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $388 <0.01% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3 $387 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3 $387 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $387 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $258 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $258 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $130 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1 $129 <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1 $129 <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1 $129 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1 $88 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -297 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 0 $0 0% -88 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.