EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,298 $34.7K <0.01% +439 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,137 $30.4K <0.01% +4 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,044 $27.9K <0.01% -80 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,000 $26.7K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 946 $25.3K <0.01% +850 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 886 $23.7K <0.01% +482 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 862 $23K <0.01% -664 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 849 $22.7K 0.01% -16,096 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 845 $22.6K <0.01% -63 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 756 $20.2K <0.01% +743 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 693 $18.5K 0.01% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 683 $18.3K <0.01% -4,623 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 314 $15.7K <0.01% -154,614 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 533 $14.2K <0.01% +199 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 500 $13.4K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 450 $12K <0.01% +57 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 400 $10.7K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 399 $10.7K 0.01% -334 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 400 $10K <0.01% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 255 $9.8K 0.03% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 371 $9.37K <0.01% +237 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 350 $9.36K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 307 $8.21K <0.01% +235 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 300 $8.01K <0.01% 0 13F-HR/A Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 200 $5.36K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 198 $5.29K <0.01% +132 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 190 $5K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 160 $4.28K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 158 $4.22K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 117 $3K <0.01% +28 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 100 $2.67K <0.01% -310 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 98 $2.62K <0.01% +68 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 88 $2.35K <0.01% +48 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 86 $2.3K <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 82 $2.19K <0.01% +27 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 77 $2.06K <0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 65 $1.74K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 49 $1.51K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 38 $1.02K <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 22 $589 <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 15 $401 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 13 $348 <0.01% -6 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 114 $321 <0.01% +33 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 11 $298 <0.01% 0 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 9 $247 <0.01% -1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3 $87 <0.01% -6 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $27 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.