Treasurer of the State of North Carolina More: the full row for Treasurer of the State of North Carolina 3,725,393 $104M 0.27% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,508,705 $42.2M 2.34% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 855,929 $23.9M 0.01% +400,658 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 398,150 $11.1M 3.2% new 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 193,772 $5.42M 5.26% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 181,007 $5.06M <0.01% +94,087 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 175,163 $4.9M 0.01% +143,864 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 132,684 $3.71M 0.11% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 114,855 $3.21M 0.02% +9,235 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 98,133 $2.74M <0.01% +57,831 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 92,360 $2.58M 0.1% +13,200 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 86,330 $2.38M <0.01% +45,817 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 76,807 $2.15M <0.01% +45,727 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 72,026 $2.01M <0.01% +37,778 13F-HR Timeline Group ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 70,801 $1.98M 0.09% +635 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 67,499 $1.89M <0.01% +50,326 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 66,806 $1.87M <0.01% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 63,621 $1.78M <0.01% +25,665 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 59,637 $1.67M <0.01% +15,263 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 57,096 $1.6M 1.57% new 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 55,795 $1.56M 0.31% new 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 53,132 $1.49M 0.14% -113 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 51,783 $1.45M 0.02% +3,237 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 48,621 $1.36M 0.4% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 46,585 $1.3M <0.01% -1,298 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 45,324 $1.27M 0.82% -8,201 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 44,590 $1.25M 0.62% +12,747 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 42,730 $1.19M 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 40,430 $1.13M <0.01% new 13F-HR Timeline Group Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 38,044 $1.06M 0.31% -129 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 36,511 $1.02M 0.11% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 35,906 $1M 0.02% new 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 34,431 $963K 0.28% -4,774 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 32,950 $921K <0.01% 0 13F-HR Timeline Group Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 31,304 $875K 0.08% -701 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 29,522 $825K <0.01% new 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 28,172 $788K <0.01% +12,773 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 26,988 $755K 0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,649 $745K <0.01% -8,518 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 26,484 $740K 0.03% -35,614 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 25,000 $699K 0.25% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 24,461 $684K <0.01% new 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 23,108 $646K 0.04% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 22,825 $638K 0.01% new 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 21,775 $609K 0.08% new 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 19,309 $540K 0.42% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 16,143 $451K 0.02% +6,963 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 15,351 $429K 0.06% new 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 15,000 $419K <0.01% 0 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,600 $408K 0.02% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 14,362 $402K <0.01% new 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 14,285 $399K 0.08% +2,949 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,826 $303K <0.01% new 13F-HR Timeline Group Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 10,455 $292K 0.13% -3,935 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,945 $278K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,472 $237K 0.03% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,402 $235K <0.01% -256 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,830 $219K <0.01% -320,389 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 7,506 $210K 0.16% 0 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 7,452 $208K 0.11% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 5,194 $145K 0.03% +158 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,002 $140K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,029 $113K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,883 $109K 0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,722 $104K <0.01% +3,122 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,450 $96.5K <0.01% 0 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 2,599 $72.7K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,899 $53.1K 0.02% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,340 $37.5K <0.01% +497 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,016 $28.4K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 960 $26.8K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 892 $24.9K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 819 $22.9K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 480 $13.4K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 478 $13.4K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 455 $12.7K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 450 $12.6K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 402 $11.2K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 400 $11.2K <0.01% -64 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 400 $11.2K 0.01% new 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 359 $10K 0.01% +1 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 256 $7.16K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 230 $6.43K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 219 $6.12K <0.01% +50 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 200 $5.59K <0.01% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 130 $3.54K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 108 $2.83K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 100 $2.8K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 100 $2.8K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 59 $1.65K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 58 $1.63K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 37 $1.02K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $2 <0.01% -257 13F-HR Timeline Group Amount filed as zero, left out of ratios.