Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 15,876 $561K <0.01% +345 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 15,632 $552K 0.01% -158 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 15,241 $539K 0.01% +14,822 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,984 $530K <0.01% -1,223 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 14,989 $530K <0.01% +5,871 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 14,900 $527K <0.01% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 14,384 $508K <0.01% -1,850 13F-HR Timeline Group TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 14,274 $505K 0.02% -10,126 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 14,217 $503K <0.01% 0 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 14,193 $502K <0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 14,103 $499K <0.01% -3,776 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,489 $477K <0.01% -1,898 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 13,437 $475K <0.01% +583 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 13,385 $473K 0.02% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 13,385 $473K <0.01% -30,592 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,259 $469K <0.01% +1,221 13F-HR Timeline Group Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 13,261 $469K 0.05% -150 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,068 $462K <0.01% -111 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 13,021 $460K 0.02% -245 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 12,610 $446K 0.44% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 12,459 $440K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 12,293 $435K 0.05% +3,469 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 12,099 $428K <0.01% -9,663 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 11,707 $414K 0.31% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 11,424 $404K <0.01% -3,965 13F-HR Timeline Group Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 10,956 $387K 0.18% +143 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 10,890 $385K 0.21% -900 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,528 $372K <0.01% -1,709 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,338 $365K <0.01% -1,094 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 10,260 $363K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 10,000 $354K 0.01% -176 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 9,971 $352K <0.01% -125 13F-HR Timeline Group SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 9,786 $346K 0.03% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,531 $337K <0.01% +782 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Garner Asset Management Corp More: the full row for Garner Asset Management Corp 9,404 $332K 0.13% -298 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,228 $326K <0.01% -2,698 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,072 $321K <0.01% -1,400 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 9,016 $319K <0.01% -324 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 8,900 $315K 0.02% 0 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 8,298 $293K 0.07% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 7,937 $281K <0.01% -11 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 7,900 $279K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,017 $276K <0.01% +1,448 13F-HR Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 7,846 $275K 0.01% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 7,643 $270K 0.11% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 7,578 $268K 0.13% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,543 $267K <0.01% new 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 7,534 $266K 0.01% +45 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,330 $259K <0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 7,338 $259K 0.03% -105 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,238 $256K <0.01% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 7,280 $251K 0.04% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 6,996 $247K <0.01% -164,392 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 6,834 $242K <0.01% new 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 6,726 $238K 0.17% -251 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 6,700 $237K <0.01% 0 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 6,588 $233K 0.01% 0 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,553 $232K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,480 $229K 0.01% -96 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,231 $221K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,151 $217K 0.01% +228 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,057 $214K <0.01% -490 13F-HR/A Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 5,942 $210K <0.01% new 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 5,824 $206K <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 5,226 $185K 0.01% -6,273 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,190 $148K 0.01% 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,136 $146K <0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,037 $143K <0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,487 $123K <0.01% +2 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,959 $105K 0.06% +2,212 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,631 $93K 0.02% 0 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 2,431 $85.9K <0.01% +2 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,400 $84.8K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,284 $80.7K <0.01% -234 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,173 $76.3K <0.01% +777 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,981 $72.6K <0.01% +204 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,981 $70K <0.01% +1,771 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,956 $69.1K <0.01% +737 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,770 $62.6K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,756 $62.1K 0.01% +268 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,625 $57.4K <0.01% -308 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,548 $54.7K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,538 $54.4K <0.01% -1,165 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,502 $53K 0.01% -34,100 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. 1,429 $51K <0.01% -200 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,400 $49.5K <0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,272 $45K <0.01% -563 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,224 $44.8K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,039 $36.7K <0.01% +79 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,023 $36.2K <0.01% +222 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 895 $31.6K 0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 873 $30.9K <0.01% +36 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 823 $29.1K 0.02% -10 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 775 $27.4K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 764 $27K <0.01% +212 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 720 $25.5K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 677 $23.9K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 650 $23.8K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 639 $22.6K <0.01% +83 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 637 $22.5K <0.01% +137 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 618 $22K 0.01% +18 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 544 $19.2K <0.01% +99 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 532 $18.8K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 528 $18.7K <0.01% +3 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 488 $17K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 461 $16.3K <0.01% -60 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 457 $16.2K <0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 446 $15.8K <0.01% -149 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 440 $15.6K <0.01% new 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 437 $15.5K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 409 $14.5K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 400 $14.1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 406 $14K <0.01% 0 13F-HR Timeline 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 363 $12.8K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 362 $12.8K <0.01% +50 13F-HR/A Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 355 $12.5K <0.01% 0 13F-HR Timeline Group NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 327 $11.6K <0.01% -43,501 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 300 $10.6K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 296 $10.5K <0.01% +235 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 280 $9.9K <0.01% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 280 $9.89K <0.01% +2 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 274 $9.69K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 265 $9.37K <0.01% +15 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 260 $9.19K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 255 $9.01K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 251 $8.87K 0.01% -267 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 243 $8.6K <0.01% -35 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 239 $8.45K <0.01% +14 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 200 $7.07K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 194 $7K <0.01% -30 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 182 $6.43K 0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 180 $6.36K <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 178 $6.29K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 177 $6.26K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 185 $6K <0.01% 0 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 162 $5.73K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 155 $5.48K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 155 $5.48K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 138 $4.88K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 120 $4.24K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 116 $4.1K <0.01% +5 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 138 $4K <0.01% +12 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 100 $3.54K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 98 $3.48K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 85 $3K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 80 $2.83K <0.01% -10 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 80 $2.83K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 80 $2.83K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 73 $2.58K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 62 $2.19K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 60 $2.12K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 59 $2.09K <0.01% 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 47 $1.66K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 43 $1.52K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 43 $1.52K <0.01% +12 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 40 $1.41K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 37 $1.31K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 36 $1.27K <0.01% -12 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 34 $1.2K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 447 $997 <0.01% +348 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 27 $954 <0.01% -51 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 26 $919 <0.01% -35 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 24 $849 <0.01% -21 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 24 $848 <0.01% -41 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 22 $780 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 20 $707 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $617 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 15 $530 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 14 $495 <0.01% new 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 14 $495 <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 14 $495 <0.01% -114 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 12 $425 <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 11 $389 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10 $354 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 10 $354 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $319 <0.01% +4 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9 $318 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $283 <0.01% -3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $282 <0.01% +3 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $247 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6 $213 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $177 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5 $177 <0.01% -12 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $113 <0.01% -2 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $107 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $26 <0.01% -70 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1 $20 <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 21 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 19 $0 0% 0 13F-HR Timeline Value 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% -3,100 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.