MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 400 $298K 0.12% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 398 $297K <0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 397 $296K <0.01% new 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 390 $291K <0.01% new 13F-HR/A Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 381 $284K <0.01% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 381 $284K 0.05% new 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 377 $281K 0.02% -458 13F-HR Timeline Group Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 394 $280K <0.01% +62 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 371 $277K 0.01% -236 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 366 $273K <0.01% new 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 360 $268K 0.07% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 355 $265K 0.01% new 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 351 $262K <0.01% new 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 350 $261K 0.2% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 350 $261K <0.01% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 348 $259K 0.01% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 345 $257K <0.01% new 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 342 $255K 0.06% new 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 342 $255K 0.75% new 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 337 $251K 0.1% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 332 $248K 0.03% +67 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 325 $242K 0.02% new 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 322 $240K 0.03% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 321 $239K <0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 315 $239K <0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 318 $237K 0.01% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 316 $236K 0.02% -6,708 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 313 $233K 0.01% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 311 $232K 0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 309 $230K <0.01% +23 13F-HR Timeline Group RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 307 $229K 0.1% -129 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 303 $226K <0.01% new 13F-HR/A Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 320 $225K <0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 296 $221K <0.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 283 $211K <0.01% new 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 282 $210K 0.01% new 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 278 $207K 0.7% new 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 276 $206K <0.01% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 275 $205K 0.05% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 272 $203K <0.01% new 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 272 $203K 0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 271 $202K 0.03% -308 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 349 $201K <0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 269 $201K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 257 $192K 0.01% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 252 $188K 0.02% -9 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 231 $172K <0.01% +227 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 228 $170K <0.01% -2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 185 $138K <0.01% +27 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 185 $131K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 176 $131K <0.01% +1 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 161 $120K <0.01% +84 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 149 $111K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 147 $110K <0.01% +79 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 147 $110K <0.01% -1,668 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 141 $105K 0.04% +25 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 140 $104K <0.01% new 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 138 $103K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 132 $98.4K <0.01% +34 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 130 $96.9K <0.01% -4 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 112 $83.5K <0.01% +50 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 106 $79K 0.02% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 101 $75.3K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 90 $67.1K <0.01% +30 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 85 $63.4K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 84 $62.2K <0.01% +22 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 83 $61.9K 0.05% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 77 $57.4K 0.02% new 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 71 $52.9K <0.01% new 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 68 $50.7K <0.01% +1 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 75 $50K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 65 $48.5K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 64 $47.7K <0.01% 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 61 $45.5K <0.01% +17 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 60 $44.7K <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 60 $44.7K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 51 $38K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 50 $37.3K <0.01% -2 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 50 $37.3K 0.01% +11 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 48 $35.8K <0.01% -8 13F-HR Timeline Quarry LP More: the full row for Quarry LP 46 $34.3K 0.01% +43 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 45 $33.6K 0.01% +5 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 42 $31.3K 0.01% +14 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 41 $30.6K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 40 $29.8K <0.01% +15 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 36 $26.8K 0.01% +6 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 34 $25.3K <0.01% -5 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 33 $24.6K 0.01% -6 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 30 $22.4K <0.01% +14 13F-HR Timeline Group Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 30 $22.4K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 27 $20.1K <0.01% +15 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 26 $19.4K <0.01% -30 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 25 $18.6K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 24 $17.9K <0.01% +3 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 22 $17K 0.01% -1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 22 $16.4K <0.01% +2 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 22 $16.4K <0.01% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 22 $16.4K <0.01% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 20 $14.9K <0.01% new 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 20 $14.9K 0.01% +5 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 18 $13.4K <0.01% -1 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 18 $13.4K <0.01% -245 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 18 $13.4K <0.01% +8 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 17 $12.7K <0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 16 $11.9K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 15 $11.2K <0.01% -5 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15 $10.6K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 14 $10K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 13 $9.69K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 11 $8.2K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 11 $8.2K 0.01% 0 13F-HR/A Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $7.46K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 10 $7.46K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 10 $7.46K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 10 $7.46K <0.01% +3 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 8 $5.87K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 7 $5.22K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 7 $5.11K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 8 $4.74K <0.01% -5 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6 $4.47K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 6 $4.47K <0.01% +4 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 6 $4.47K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 6 $4.47K <0.01% +3 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5 $3.73K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5 $3.73K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5 $3.73K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5 $3.73K <0.01% -2 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4 $2.98K <0.01% +3 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4 $2.98K <0.01% -3 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4 $2.98K <0.01% +2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4 $2.98K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4 $2.98K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4 $2.82K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $2.24K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2 $1.49K <0.01% -1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2 $1.49K <0.01% -1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2 $1.49K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2 $1.49K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2 $1.49K <0.01% -2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2 $1.49K <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2 $1.49K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2 $1.49K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1 $746 <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1 $746 <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1 $746 <0.01% -51 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1 $746 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $745 <0.01% new 13F-HR Timeline Group