Wedmont Private Capital More: the full row for Wedmont Private Capital 11,143 $170K 0.01% -589 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,518 $165K 0.01% +3,946 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,077 $163K <0.01% -31,265 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 11,302 $162K 0.03% new 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 11,292 $162K <0.01% +1,292 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 11,231 $161K <0.01% -2,597 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 11,161 $160K <0.01% new 13F-HR Timeline Group Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 11,025 $158K 0.04% 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 10,261 $154K <0.01% +235 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,610 $152K <0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 10,015 $144K <0.01% new 13F-HR Timeline Rangeley Capital, LLC More: the full row for Rangeley Capital, LLC 10,000 $143K 0.15% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,501 $122K <0.01% +8,294 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,592 $109K <0.01% -3,491 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,537 $108K <0.01% +4,512 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,459 $107K <0.01% +255 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 6,295 $90K <0.01% 0 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) 6,038 $86.6K <0.01% -5,042 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,890 $84.5K <0.01% +998 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 5,881 $84.3K <0.01% +986 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,535 $79.4K <0.01% +418 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,503 $78.9K <0.01% +16 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,862 $69.7K <0.01% +3,339 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 3,852 $55K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,650 $52.3K <0.01% +3,500 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 3,600 $51.6K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,529 $50.6K <0.01% +235 13F-HR/A Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 3,426 $45.6K <0.01% +1,183 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,979 $42.7K <0.01% -89 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,669 $38.3K <0.01% -9,507 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,334 $33.5K <0.01% -9,346 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,306 $33.1K 0.01% -854 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,124 $30.5K <0.01% +1,455 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,605 $23K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,399 $20.1K <0.01% -96 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,336 $19.2K <0.01% +32 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,135 $16.3K <0.01% -695 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,150 $15.1K <0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 996 $14.3K <0.01% +220 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 933 $14K <0.01% +37 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 814 $11.7K 0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 775 $11.1K <0.01% -105 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 639 $9.16K <0.01% +475 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 691 $9.16K <0.01% -33 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 543 $8K 0.01% -436 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 431 $6.18K <0.01% -110 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 394 $5.65K <0.01% new 13F-HR Timeline SMA Capital LLC More: the full row for SMA Capital LLC 383 $5.49K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 302 $4.33K <0.01% -96 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 246 $3.53K <0.01% -138 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 234 $3.36K <0.01% -91 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 204 $2.92K <0.01% -417 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 200 $2.87K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 191 $2.74K <0.01% +95 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 166 $2.38K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 157 $2.25K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 144 $2.06K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 132 $1.89K <0.01% 0 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 120 $1.72K <0.01% new 13F-HR/A Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 111 $1.59K <0.01% new 13F-HR/A Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 110 $1.58K <0.01% +5 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 98 $1.41K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 93 $1.33K <0.01% +2 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 91 $1.3K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 53 $760 <0.01% +15 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 50 $717 <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 49 $703 <0.01% -62 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 49 $703 <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 47 $674 <0.01% +12 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 43 $617 <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 31 $445 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 31 $445 <0.01% +10 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 26 $372 <0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $359 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 24 $344 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 21 $301 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 19 $272 <0.01% -4 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 18 $258 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 16 $229 <0.01% -72 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 13 $186 <0.01% -30 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 13 $186 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 12 $173 <0.01% -1 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 12 $172 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6 $86 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $48 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $14 <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $14 <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1 $14 <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.