Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 12,738 $89K 0.02% new 13F-HR/A Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 12,607 $88.1K <0.01% -2,538 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 12,216 $85.4K 0.02% +282 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 12,065 $84.3K 0.04% +144 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,605 $81.1K 0.01% -682 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 11,527 $80.6K <0.01% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,091 $77.5K <0.01% -170 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,930 $76.4K <0.01% -23 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,892 $76.1K <0.01% -416,597 13F-HR Timeline Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 10,892 $76.1K <0.01% new 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 10,882 $76.1K 0.01% -791 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 10,403 $72.7K <0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,223 $71.5K <0.01% -11,449 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,147 $70.9K <0.01% new 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 10,000 $69.9K 0.01% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 10,000 $69.9K 0.03% 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 9,270 $55.6K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,592 $53K <0.01% +6,764 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 6,396 $45K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,422 $44.9K <0.01% +4,523 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,630 $39.4K <0.01% +139 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,048 $28.3K <0.01% +22 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 3,662 $25.6K <0.01% +576 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,648 $25.5K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,332 $23.3K <0.01% +803 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,066 $21.4K 0.01% -3,018 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,996 $20.9K <0.01% -1,340 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,957 $20.7K <0.01% -1,860 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2,960 $20K 0.01% +884 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. 2,768 $19K <0.01% +889 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,600 $18.2K <0.01% +1,300 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,772 $12.4K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,716 $12K <0.01% -1,035 13F-HR/A Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,606 $11.7K <0.01% +641 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,621 $11.3K <0.01% +234 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,585 $11.1K <0.01% -142 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,404 $9.81K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,342 $9.38K <0.01% +1,070 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,293 $9.04K <0.01% +99 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,146 $8.01K <0.01% +106 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,111 $7.77K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,071 $7.49K <0.01% +83 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,059 $7.47K <0.01% +936 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,043 $7.29K <0.01% +225 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 972 $7K <0.01% +360 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 906 $6.33K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 872 $6.09K <0.01% +575 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 877 $6K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 853 $5.96K <0.01% +210 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 846 $5.91K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 799 $5.58K <0.01% -40 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 790 $5.52K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 651 $4.55K <0.01% +176 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 634 $4.43K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 633 $4.42K <0.01% -1,602 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 595 $4.16K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 554 $3.87K <0.01% 0 13F-HR Timeline Group Eukles Asset Management More: the full row for Eukles Asset Management 523 $3.66K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 335 $3.1K <0.01% new 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 318 $2.22K <0.01% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 300 $2.1K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 290 $2.03K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 246 $1.72K <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 240 $1.68K -499,908 Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 225 $1.57K <0.01% +39 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 214 $1.5K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 209 $1.46K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 200 $1.4K <0.01% -4,294 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $1.4K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 200 $1.4K <0.01% -21,835 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 196 $1.37K <0.01% -715 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 194 $1.36K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 173 $1.21K <0.01% +61 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 169 $1.18K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 164 $1.15K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 159 $1.11K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 134 $937 <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 115 $811 <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 100 $699 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 100 $699 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 99 $693 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 92 $643 <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 85 $594 <0.01% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 83 $580 <0.01% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 82 $574 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 43 $301 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 41 $287 <0.01% 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 27 $189 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 20 $140 <0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 18 $126 <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 17 $119 <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 10 $70 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 10 $70 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 5 $35 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $27 <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1 $7 <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 67 $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 22 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 22 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios.