VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 5,123 $516K <0.01% -456 13F-HR Timeline Group BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 5,058 $509K 0.22% +20 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,761 $479K 0.03% -4,874 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,659 $469K <0.01% +187 13F-HR/A Timeline Group Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 4,595 $463K 0.08% new 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,521 $455K 0.01% -398 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 4,489 $452K 0.01% -9,870 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 4,442 $447K 0.17% 0 13F-HR/A Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,412 $444K 0.01% 0 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,317 $435K 0.01% -504 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 4,287 $432K <0.01% +2,055 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 4,241 $427K <0.01% -970 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 4,163 $419K -24,407 Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 4,093 $412K 0.25% -1,178 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 4,067 $409K <0.01% 0 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 4,050 $408K 0.02% -320 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,040 $407K 0.01% 0 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 3,940 $397K 0.04% +940 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,909 $394K <0.01% -684 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,880 $391K <0.01% +2,170 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,829 $385K 0.01% +804 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,819 $384K <0.01% -1,134 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,577 $360K 0.06% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,574 $360K <0.01% +160 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,500 $352K 0.02% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 3,437 $346K <0.01% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,389 $341K <0.01% -602 13F-HR/A Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,349 $337K 0.01% +1,539 13F-HR Timeline Group Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,340 $336K 0.07% -104 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,292 $331K 0.01% -200 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,273 $329K <0.01% -257 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,223 $324K <0.01% -158 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,218 $324K <0.01% new 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,173 $319K <0.01% +115 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,983 $300K 0.08% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,961 $298K 0.01% -320 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,922 $294K 0.12% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,907 $293K 0.03% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,860 $288K 0.01% +1 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 2,735 $275K <0.01% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,735 $275K 0.02% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,713 $273K <0.01% -193 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,701 $272K <0.01% -1,900 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 2,701 $272K <0.01% -4,800 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,688 $271K <0.01% -2,453 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,627 $264K 0.07% 0 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 2,615 $263K 0.07% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,474 $254K <0.01% -760 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,501 $252K <0.01% -261 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 2,487 $250K 0.02% new 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 2,484 $250K <0.01% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,410 $243K 0.09% -3,951 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 2,364 $238K 0.11% new 13F-HR Timeline Group PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 2,318 $233K 0.06% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,317 $233K <0.01% +1 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 2,306 $232K <0.01% 0 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,268 $228K -9,058 Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,246 $226K 0.05% new 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 2,225 $224K 0.09% 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,194 $221K <0.01% -15 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,181 $219K <0.01% new 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 2,147 $216K 0.15% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,120 $213K 0.01% +111 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,095 $211K 0.03% -708 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 2,086 $210K 0.07% 0 13F-HR Timeline WILSEY ASSET MANAGEMENT INC More: the full row for WILSEY ASSET MANAGEMENT INC 2,059 $207K 0.03% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 2,044 $206K 0.17% -1 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,031 $204K <0.01% new 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,015 $203K 0.06% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,965 $198K 0.1% +554 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,869 $188K <0.01% +1,366 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,839 $187K <0.01% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,592 $160K <0.01% +390 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,538 $155K <0.01% 0 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 1,098 $111K <0.01% -26 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,069 $108K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 903 $91K <0.01% +438 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 835 $84.1K <0.01% -242 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 806 $81.1K <0.01% -428 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 745 $75K <0.01% +561 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 700 $70.5K <0.01% +355 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 623 $62.7K <0.01% -79 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. 619 $62K <0.01% +165 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 600 $60.4K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 537 $54.1K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 532 $53.6K <0.01% +300 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 508 $51.1K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 452 $50.2K <0.01% -436 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 498 $50.1K 0.04% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 493 $49.6K <0.01% -135 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 475 $47.8K <0.01% -235 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 400 $43.6K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 416 $41.9K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 385 $38.8K <0.01% -458 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 380 $38.3K <0.01% -1 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 390 $38K <0.01% -1,039 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 349 $35.1K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 344 $34.6K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 343 $34.5K <0.01% +61 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 337 $34K <0.01% +2 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 323 $32.5K 0.02% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 291 $29.3K <0.01% +7 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 263 $26.5K <0.01% -860 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 260 $26.2K <0.01% +215 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 243 $24.4K <0.01% -48 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 239 $24K <0.01% +1 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 238 $24K 0.01% -20 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 253 $23.1K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 211 $21.2K <0.01% +5 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 204 $21K <0.01% -2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 201 $20.2K 0.02% -46 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 200 $20.1K <0.01% +54 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 192 $19.3K <0.01% +64 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 178 $17.9K <0.01% -794 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 158 $15.9K <0.01% +8 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 151 $15.2K <0.01% +52 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 144 $14.5K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 128 $13.2K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 115 $11.9K <0.01% +114 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 109 $11K <0.01% -48 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 107 $10.8K 0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 103 $10.4K <0.01% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 97 $9.74K <0.01% +1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 89 $8.96K <0.01% +82 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 87 $8.92K <0.01% -5 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 87 $8.76K <0.01% -54 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 86 $8.66K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 81 $8.15K <0.01% +16 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 80 $8K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 77 $7.75K <0.01% -218 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 74 $7.45K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 73 $7.35K <0.01% -185 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 62 $6.24K <0.01% +35 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 62 $6.24K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 54 $5.44K <0.01% +6 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 50 $5.03K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 50 $5.01K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 38 $3.83K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 37 $3.73K <0.01% -6 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 37 $3.72K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 36 $3.66K <0.01% -43,433 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 33 $3.33K <0.01% -112 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 30 $3.02K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 29 $3K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 27 $2.72K <0.01% +6 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 26 $2.62K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 26 $2.62K <0.01% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 25 $2.52K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 24 $2.42K <0.01% -37 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 22 $2.21K <0.01% -501 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 22 $2.21K <0.01% -20 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 21 $2.11K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 19 $1.91K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 16 $1.79K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 16 $1.61K <0.01% 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 14 $1.41K <0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12 $1.21K <0.01% -757 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 12 $1.21K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 11 $1.11K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 11 $1.11K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 11 $1.11K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10 $1.01K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10 $1.01K <0.01% +9 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 11 $1K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 9 $906 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8 $806 <0.01% -4 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 8 $805 <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6 $604 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6 $604 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 6 $604 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $504 <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5 $504 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5 $503 <0.01% -5 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 5 $503 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $503 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5 $503 <0.01% -11 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5 $503 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 5 $503 <0.01% 13F-HR/A Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4 $410 <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4 $403 <0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 4 $403 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4 $403 <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4 $403 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $403 <0.01% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3 $302 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $302 <0.01% +1 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 3 $301 <0.01% 0 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 $202 <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $102 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $101 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1 $101 <0.01% -25 13F-HR/A Timeline 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.