YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 7,670 $255K 0.02% 0 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 7,576 $252K 0.03% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,253 $241K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,175 $239K <0.01% -1,551 13F-HR Timeline Group Hosking Partners LLP More: the full row for Hosking Partners LLP 6,836 $227K 0.01% -116 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,761 $225K 0.01% +6,727 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 6,592 $219K <0.01% -158 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,433 $214K <0.01% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,324 $210K <0.01% -5,707 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,303 $210K 0.01% +77 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,259 $208K <0.01% +163 13F-HR Timeline Group DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 6,223 $207K <0.01% 0 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,180 $206K <0.01% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 6,135 $204K 0.02% -3,198 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,114 $203K 0.02% +4,644 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 6,030 $201K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,559 $152K 0.02% +3,082 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,415 $147K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,797 $126K <0.01% -2,171 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,502 $116K <0.01% +2,617 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,492 $116K <0.01% +315 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 3,324 $111K 0.05% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,116 $104K <0.01% +1,170 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,892 $96.2K <0.01% -3,474 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,949 $92.6K <0.01% -777,109 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,776 $92.3K <0.01% 0 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,738 $91.1K 0.01% -555 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 2,411 $82.7K <0.01% -10 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,448 $81.4K -20,033 Timeline STRS OHIO More: the full row for STRS OHIO 2,447 $81.4K <0.01% -270 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,385 $79.3K <0.01% new 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,258 $77.3K 0.01% new 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. 2,227 $74.1K <0.01% -129 13F-HR Timeline Group Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 2,190 $72.8K <0.01% 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,551 $64K 0.01% new 13F-HR/A Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 1,894 $63K <0.01% -1,052 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,695 $56.4K 0.01% +710 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,608 $53.5K <0.01% -111 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,590 $52.9K <0.01% 0 13F-HR Timeline Group BOUSSARD & GAVAUDAN GESTION SAS More: the full row for BOUSSARD & GAVAUDAN GESTION SAS 1,155 $38.2K <0.01% 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 839 $27K 0.01% +4 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 801 $26.6K 0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 710 $23.6K <0.01% -730 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 665 $22.1K <0.01% -36 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 665 $22.1K 0.01% +580 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 570 $19K <0.01% -771 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 563 $18.7K <0.01% -50 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 521 $17.3K <0.01% -273 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 498 $16.6K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 485 $16.1K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 467 $15.5K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 467 $15.3K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 425 $14.1K <0.01% +424 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 410 $13.6K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 354 $11.8K <0.01% -8,699 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 348 $11.6K <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 329 $10.9K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 302 $10K <0.01% -101 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 291 $9.68K <0.01% -387 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 294 $9.62K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 283 $9.41K <0.01% +33 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 279 $9.28K <0.01% +58 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 269 $8.95K <0.01% -1,279 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 222 $7.37K <0.01% new 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 209 $6.95K -73,000 Timeline Covestor Ltd More: the full row for Covestor Ltd 184 $6K <0.01% -1,677 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 176 $5.85K <0.01% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 166 $5.52K <0.01% +42 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 159 $5.29K <0.01% -94 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 152 $5.21K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 126 $4.2K <0.01% -149 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 122 $3.99K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 114 $3.79K <0.01% -98 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 107 $3.56K <0.01% +85 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 106 $3.53K <0.01% -85 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 99 $3.29K <0.01% -141 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 88 $2.93K <0.01% 0 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 86 $2.86K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 84 $2.79K <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 75 $2.5K <0.01% 0 13F-HR/A Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 75 $2.5K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 73 $2.43K <0.01% -9 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 67 $2.23K <0.01% +64 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 65 $2.16K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 60 $2K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 59 $1.96K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 51 $1.7K <0.01% +24 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 50 $1.66K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 48 $1.6K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 47 $1.56K <0.01% +37 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 46 $1.53K <0.01% -329 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 45 $1.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 43 $1.43K <0.01% -104 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 43 $1.43K <0.01% -695 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 37 $1.23K <0.01% +17 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 37 $1.23K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 36 $1.2K <0.01% +17 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 34 $1.13K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 32 $1.06K <0.01% +21 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 31 $1.03K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 30 $998 <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 29 $965 <0.01% -1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 27 $899 <0.01% -9 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 26 $865 <0.01% -21 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 23 $765 <0.01% +17 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 22 $732 <0.01% -79 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 21 $698 <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 20 $666 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 20 $665 <0.01% -600 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 20 $665 <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 17 $565 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 18 $547 <0.01% +16 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16 $532 <0.01% new 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 16 $532 <0.01% -3 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 16 $532 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 13 $433 <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 13 $432 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12 $399 <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 11 $366 <0.01% +5 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 11 $366 <0.01% -14 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10 $333 <0.01% -9 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10 $322 <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 9 $299 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5 $167 <0.01% -40 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $167 <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5 $166 <0.01% -80 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5 $166 <0.01% -28 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5 $166 <0.01% -49 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 5 $166 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4 $133 <0.01% -17 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $100 <0.01% +2 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 3 $100 <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2 $71 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $67 <0.01% -3 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $67 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $67 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $66 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $34 <0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $33 <0.01% 0 13F-HR Timeline Group Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1 $33 <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1 $33 <0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 1 $31 <0.01% 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.