IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 925 $636K <0.01% -2,720 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 892 $613K 0.02% +5 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 868 $597K <0.01% +77 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 863 $593K 0.15% +855 13F-HR/A Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 844 $580K 0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 840 $577K <0.01% -65 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 839 $577K <0.01% -9 13F-HR Timeline Group CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 800 $550K 0.01% +546 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 740 $521K <0.01% -550 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 750 $515K <0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 728 $500K <0.01% -2 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 721 $496K <0.01% -3 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 717 $493K <0.01% -334 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 715 $491K 0.07% +270 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 713 $490K +481 Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 703 $485K 0.04% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 706 $485K 0.05% +68 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 705 $484K 0.01% -2 13F-HR/A Timeline Argent Trust Co More: the full row for Argent Trust Co 692 $476K 0.02% +9 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 687 $472K 0.01% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 685 $471K 0.03% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 684 $470K 0.03% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 673 $463K <0.01% -154 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 672 $462K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 660 $454K <0.01% +100 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 637 $438K <0.01% +273 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 634 $436K <0.01% +555 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 633 $435K 0.08% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 629 $432K 0.02% -106 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 622 $428K <0.01% -9 13F-HR Timeline Group Scientech Research LLC More: the full row for Scientech Research LLC 622 $427K 0.27% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 616 $423K 0.23% -138 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 590 $406K <0.01% +239 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 589 $405K <0.01% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 584 $401K 0.02% -44 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 577 $397K <0.01% -20 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 561 $386K 0.03% new 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 561 $386K 0.27% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 553 $380K <0.01% -64 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 553 $380K <0.01% +22 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 545 $375K <0.01% -4 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 524 $360K 0.01% +101 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 495 $340K 0.01% +2 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 457 $314K <0.01% new 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 456 $313K 0.08% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 452 $311K 0.11% -167 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 452 $311K 0.05% -160 13F-HR/A Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 444 $305K 0.01% new 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 438 $301K <0.01% -1,773 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 435 $299K 0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 421 $291K 0.01% +49 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 422 $290K 0.01% -795 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 419 $289K 0.01% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 417 $287K <0.01% -1 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 400 $275K 0.02% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 397 $273K <0.01% -38 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 393 $270K <0.01% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 391 $269K <0.01% +42 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 390 $268K 0.03% new 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 384 $264K 0.15% 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 379 $260K 0.22% -12 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 377 $259K 0.08% -40 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 376 $258K 0.01% +79 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 371 $255K 0.04% new 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 369 $255K <0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 368 $253K 0.01% +40 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 366 $252K <0.01% +19 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 366 $251K 0.01% +39 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 0 $248K 0.05% -2,342 13F-HR Timeline Amount filed as zero, left out of ratios. DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 352 $242K 0.04% +13 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 347 $239K 0.01% -2,509 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 335 $230K 0.05% +20 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 334 $229K 0.15% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 332 $228K <0.01% -34 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 331 $227K <0.01% -174 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 326 $224K 0.02% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 325 $223K <0.01% 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 325 $223K 0.08% 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 382 $221K <0.01% 0 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 320 $220K 0.05% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 315 $217K <0.01% -75 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 314 $217K 0.01% new 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 312 $214K <0.01% -20 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 309 $212K <0.01% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 309 $212K 0.07% -283 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 308 $212K <0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 307 $211K <0.01% -22 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 301 $209K <0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 303 $208K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 303 $208K 0.04% +3 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 302 $208K <0.01% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 300 $207K 0.18% 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 300 $206K <0.01% new 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 300 $206K 0.14% 0 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 298 $205K <0.01% -15 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 296 $204K <0.01% -10 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 292 $201K <0.01% -17 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 287 $201K <0.01% -3 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 271 $186K 0.02% -389 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 256 $176K <0.01% -22 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 236 $162K <0.01% -1,019 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 235 $162K 0.01% +15 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 230 $158K 0.01% +119 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 230 $158K <0.01% -157 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 227 $156K <0.01% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 219 $151K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 218 $150K 0.05% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 211 $145K <0.01% +106 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 193 $133K <0.01% -26 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 193 $133K <0.01% -40 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 164 $113K <0.01% +152 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 156 $108K <0.01% +83 13F-HR/A Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 154 $106K <0.01% -216 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 146 $100K 0.02% +83 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 140 $96.2K 0.01% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 140 $96.2K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 136 $94K 0.05% +65 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 134 $92.1K <0.01% -7 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 134 $92.1K 0.01% +1 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 127 $87.3K <0.01% -3 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 125 $86.3K <0.01% new 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 120 $82.5K <0.01% 0 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 119 $81.8K 0.04% -498 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 113 $77.7K <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. 107 $74K <0.01% +31 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 104 $71.5K <0.01% -23 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 97 $66.9K <0.01% -62 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 92 $63.2K <0.01% -165 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 92 $63.2K 0.02% -76 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 82 $56.4K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 77 $52.9K 0.04% -39 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 75 $51.5K 0.01% +25 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 71 $48.8K <0.01% +8 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 60 $41.2K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 60 $41.2K 0.01% +25 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 58 $40K <0.01% +9 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 57 $39.8K <0.01% +12 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 52 $35.7K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 50 $34.4K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 48 $33K <0.01% +35 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 46 $31.6K <0.01% -1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 42 $28.9K 0.02% -2 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 41 $28.2K <0.01% -11 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 41 $28.2K <0.01% +5 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 39 $26.8K 0.01% -3 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 39 $26.8K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 39 $26.8K 0.01% -1 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 33 $24.7K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 35 $24.1K 0.02% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 35 $24.1K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 34 $23.4K <0.01% +1 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 30 $21K <0.01% +16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 29 $20K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 30 $20K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 27 $18.6K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 26 $17.9K <0.01% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 25 $17.2K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 24 $16.5K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 20 $14K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 20 $13.7K <0.01% -1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 18 $12.4K <0.01% -1 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 15 $10.4K 0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 13 $8.94K <0.01% +3 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 12 $8.25K <0.01% +6 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 12 $8.25K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 11 $7.56K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 11 $7.56K <0.01% +10 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 11 $7.56K <0.01% new 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 9 $6K <0.01% -2 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 8 $5.5K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 8 $5.5K <0.01% 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 8 $5K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7 $4.81K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7 $4.81K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7 $4.81K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 7 $4.81K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7 $4.81K <0.01% -10 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7 $4.81K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 6 $4.14K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 6 $4.12K <0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6 $4K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 5 $3.44K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5 $3.44K <0.01% +2 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 4 $2.75K <0.01% -3 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4 $2.75K <0.01% new 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 4 $2.75K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3 $2.06K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3 $2.06K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $2.06K <0.01% +2 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 3 $2.06K <0.01% 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2 $1.38K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $1.38K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2 $1.38K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $1.38K <0.01% -1 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2 $1.38K <0.01% new 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $1.38K <0.01% +1 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1 $690 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1 $688 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $688 <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1 $688 <0.01% new 13F-HR Timeline