Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,761 $227K 0.02% +1,296 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 7,500 $219K 0.02% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 7,485 $219K 0.04% -540 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,463 $218K <0.01% -2,425 13F-HR Timeline Group New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 7,415 $217K 0.11% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 7,305 $214K <0.01% -30 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,250 $212K 0.01% -2,140 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 7,242 $212K <0.01% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 7,106 $208K 0.24% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 7,046 $206K <0.01% new 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 6,874 $201K 0.1% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,847 $200K <0.01% +299 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,744 $197K 0.01% +4,988 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 6,667 $195K 0.02% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 6,031 $176K 0.06% -248 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 5,845 $171K <0.01% +326 13F-HR Timeline Group CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 5,330 $156K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 4,824 $141K 0.09% +841 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 4,683 $137K 0.08% -1,829 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,681 $137K <0.01% -90 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,699 $132K <0.01% +1,760 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 4,497 $132K 0.03% +122 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,451 $130K <0.01% +1,597 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,428 $130K 0.01% -3,775 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,414 $129K <0.01% +2,867 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,688 $109K <0.01% -321 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3,625 $106K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,303 $98.5K <0.01% +751 13F-HR Timeline Amount filed as zero, left out of ratios. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,278 $95.9K 0.02% +2,524 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,214 $94K <0.01% +1,938 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,177 $92.9K <0.01% +2,075 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 3,000 $87.8K 0.02% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,972 $87K <0.01% -15,000 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,968 $86.8K 0.01% -42 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,891 $84.6K <0.01% +1,544 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Leonteq Securities AG More: the full row for Leonteq Securities AG 2,716 $79.5K 0.01% +1,535 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,580 $75.5K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,557 $74.8K <0.01% -1,119 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,500 $73.1K <0.01% 0 13F-HR Timeline Group GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 2,500 $73.1K 0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,460 $72K 0.03% 0 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 2,451 $71.7K <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. 2,335 $68.3K <0.01% +551 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 2,084 $61K 0.02% -538 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,058 $60.2K <0.01% +187 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,033 $59.5K <0.01% -2,403 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,875 $54.8K <0.01% -625 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,750 $51.2K <0.01% +100 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,727 $51K 0.01% +2 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,700 $49.6K <0.01% +700 13F-HR/A Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,693 $49.5K <0.01% +249 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,685 $49.3K <0.01% +1,483 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,680 $49.1K 0.02% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,547 $45.2K 0.03% +1,144 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,520 $44K <0.01% -18,906 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,250 $36.6K <0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,224 $35.8K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,085 $31.7K <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 1,080 $31.6K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,070 $31.3K <0.01% -2 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 1,049 $30.7K 0.01% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,049 $30.7K <0.01% -1,968 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,000 $29.2K 0.02% 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 995 $29.1K <0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 972 $28.4K <0.01% +142 13F-HR/A Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 900 $27.8K <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 935 $27.3K 0.01% 0 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 925 $27.1K <0.01% new 13F-HR Timeline Group Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 886 $25.9K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 864 $25.3K <0.01% -60 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 862 $25.2K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 798 $23.3K <0.01% +748 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 720 $22.7K <0.01% +67 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 725 $21.2K <0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 695 $20K <0.01% 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 675 $19.7K <0.01% -347 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 560 $19K <0.01% +280 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 639 $18.7K <0.01% +257 13F-HR Timeline Trust Co More: the full row for Trust Co 625 $18.3K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 603 $17.6K 0.01% -121 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 595 $17.4K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 585 $17.1K <0.01% 0 13F-HR Timeline Group Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 575 $17K <0.01% +547 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 565 $16.5K <0.01% -1,285 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 517 $15.1K <0.01% +1 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 506 $15K 0.01% +101 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 505 $14.8K <0.01% -25 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 501 $14.7K <0.01% +37 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 490 $14.3K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 450 $13.2K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 438 $12.8K 0.01% +91 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 425 $12.4K 0.01% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 431 $12K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 391 $11.4K <0.01% -9,457 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 340 $9.95K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 332 $9.7K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 315 $9.21K <0.01% +5 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 310 $9.07K <0.01% 0 13F-HR/A Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 290 $8.48K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 290 $8.45K <0.01% -275 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 256 $7.5K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 250 $7.31K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 250 $7.31K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 226 $6.61K <0.01% +41 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 210 $6.49K <0.01% +165 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 217 $6.35K <0.01% +11 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 215 $6.29K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 215 $6.28K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 204 $5.97K <0.01% +94 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 204 $5.97K <0.01% +5 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 200 $5.85K +161 Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 197 $5.76K 0.01% -206 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 184 $5.38K <0.01% +34 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 182 $5.32K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 175 $5.12K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 187 $5K <0.01% -35 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. 161 $5K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 170 $4.97K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 137 $4.01K <0.01% -18 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 115 $3.36K <0.01% -5 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 111 $3.24K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 108 $3.16K <0.01% -20 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 105 $3.07K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 100 $3K <0.01% new 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 90 $2.63K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 87 $2.54K <0.01% -38 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 71 $2.08K <0.01% new 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 70 $2.05K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 65 $2K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 65 $1.9K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 55 $1.61K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 52 $1.52K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 41 $1.2K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 40 $1.17K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 39 $1.14K <0.01% +4 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 35 $1.02K <0.01% -362 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 44 $1K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 40 $1K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 34 $995 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 32 $936 <0.01% +22 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 29 $849 <0.01% -9 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 26 $761 <0.01% -4 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 25 $732 <0.01% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 20 $585 <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 20 $585 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 17 $502 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 14 $414 <0.01% -1,215 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 12 $351 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8 $234 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $204 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $146 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $88 <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $30 <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $8 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -2,067 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.