Rossmore Private Capital More: the full row for Rossmore Private Capital 4,000 $223K 0.02% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,000 $223K 0.01% 0 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 3,947 $220K 0.04% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,912 $218K 0.03% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,892 $217K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,859 $215K 0.02% -275 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,844 $214K <0.01% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,800 $211K <0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,750 $209K <0.01% +2 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,630 $202K <0.01% +192 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 3,360 $187K 0.14% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,322 $185K 0.01% +500 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,250 $181K 0.02% -390 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,189 $177K 0.01% +118 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,126 $174K <0.01% new 13F-HR Timeline Group MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,001 $167K <0.01% +2,535 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,160 $165K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,875 $160K <0.01% +1,064 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,624 $146K <0.01% +88 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. 2,612 $145K <0.01% -59,110 13F-HR Timeline Group ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 2,511 $140K <0.01% -29 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 2,500 $139K <0.01% -5,300 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,475 $138K 0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,464 $137K <0.01% -100 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,883 $105K <0.01% +198 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,835 $102K <0.01% +271 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,740 $96.8K <0.01% +1,442 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,722 $95.8K 0.07% +1,610 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 1,766 $92.2K <0.01% -52 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,618 $90K <0.01% +115 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,556 $86.6K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,536 $85.5K <0.01% +135 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,478 $82.2K 0.02% +1,182 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,476 $82.1K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,468 $81.7K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,438 $80K 0.02% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,429 $79.5K <0.01% -167 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,212 $67K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,200 $66.8K 0.02% 0 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) 1,157 $64.4K <0.01% -721 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,100 $61.2K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 933 $58.7K <0.01% +133 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 1,036 $57.6K 0.04% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,009 $56.1K <0.01% +315 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,000 $55.6K 0.04% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 959 $53.3K <0.01% +86 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 938 $52.2K <0.01% +120 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 936 $52.1K 0.01% +935 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 922 $51.3K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 831 $46.2K <0.01% -51 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 786 $43.7K <0.01% +174 13F-HR Timeline Quarry LP More: the full row for Quarry LP 692 $38.5K 0.01% +3 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 624 $37.4K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 670 $37.3K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 647 $36K <0.01% -728 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 604 $33.6K <0.01% +8 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 586 $32.6K 0.01% new 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 579 $32.2K 0.01% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 556 $30.9K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 492 $27.4K <0.01% -181 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 468 $26K 0.01% -144 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 471 $26K 0.01% -91 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 434 $26K 0.02% -53 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 453 $25.2K <0.01% +237 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 437 $24.3K 0.01% +262 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 434 $24.1K 0.02% +18 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 405 $22.5K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 363 $20.2K <0.01% -44 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 362 $20.1K <0.01% -411 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 341 $19K 0.01% +134 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 327 $18.2K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 286 $15.9K 0.02% +31 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 285 $15.9K <0.01% +228 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 248 $15.6K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 272 $15.1K <0.01% +167 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 260 $14.5K <0.01% +141 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 228 $14.4K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 217 $12.1K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 215 $12K <0.01% -120 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 213 $12K <0.01% -3,975 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 172 $11K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 190 $10.6K <0.01% -3,366 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 181 $10.1K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 180 $10K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 176 $9.79K <0.01% +126 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 172 $9.57K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 171 $9.51K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 147 $8.18K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 146 $8.12K <0.01% +118 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 150 $8K <0.01% +26 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 148 $8K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 143 $7.96K <0.01% 0 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 142 $7.9K <0.01% -155 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 141 $7.82K <0.01% +11 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 139 $7.73K <0.01% new 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 138 $7.68K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 132 $7.34K <0.01% +6 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 126 $7.01K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 137 $7K <0.01% +33 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 124 $6.91K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 118 $6.56K <0.01% -140 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 112 $6K <0.01% +61 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 237 $5.49K +214 Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 88 $4.89K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 82 $4.56K <0.01% +28 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 81 $4.51K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 80 $4.46K <0.01% +40 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 77 $4.28K <0.01% +18 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 74 $4.12K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 72 $4.01K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 72 $4K <0.01% +56 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 71 $3.95K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 67 $3.71K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 64 $3.56K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 64 $3.56K 0.07% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 60 $3.34K <0.01% -16 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 55 $3.06K <0.01% -45 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 55 $3.06K <0.01% -745 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 53 $2.95K <0.01% 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 52 $2.89K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 52 $2.89K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 52 $2.89K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 49 $2.73K <0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 45 $2.5K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 44 $2.45K <0.01% +11 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 44 $2.45K <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 41 $2.36K <0.01% +10 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 42 $2.34K <0.01% +35 13F-HR/A Timeline Kilter Group LLC More: the full row for Kilter Group LLC 40 $2.23K <0.01% -66 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 34 $1.89K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 32 $1.78K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 31 $1.74K <0.01% -2 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 30 $1.67K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 24 $1.34K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 23 $1.28K <0.01% +10 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 20 $1.11K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 16 $891 <0.01% -9 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 16 $890 <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 16 $888 <0.01% +8 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 102 $788 <0.01% +22 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 13 $724 <0.01% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 13 $723 <0.01% new 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 13 $723 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 12 $668 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $612 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10 $556 <0.01% -14 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $390 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $383 <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 6 $334 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $333 <0.01% +4 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $278 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $223 <0.01% -2 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4 $223 <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4 $223 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 4 $201 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $182 <0.01% -2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2 $112 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2 $111 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $111 <0.01% +2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $111 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $56 <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1 $56 <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.