King Wealth Management Group More: the full row for King Wealth Management Group 14,670 $210K 0.03% 0 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 14,362 $206K <0.01% +372 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 14,351 $206K <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,148 $203K <0.01% -57,312 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 13,854 $199K <0.01% +5,456 13F-HR Timeline Group Achmea Investment Management B.V. in group Achmea Investment Management … More: the full row for Achmea Investment Management B.V. 1,144 $197K <0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,190 $189K <0.01% +1,590 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,183 $189K <0.01% +1,706 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 13,182 $189K <0.01% -28,425 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,494 $179K <0.01% -746 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 12,131 $174K 0.01% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 11,963 $172K 0.13% +422 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 11,999 $166K 0.12% -11,999 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 11,520 $165K <0.01% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 11,427 $164K <0.01% new 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 10,785 $155K 0.01% -1,729 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 10,784 $155K 0.06% +795 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 10,400 $149K <0.01% +6,624 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 10,326 $148K 0.06% -129 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,322 $148K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 9,326 $134K 0.1% new 13F-HR Timeline Summerhill Capital Management lnc. More: the full row for Summerhill Capital Management lnc. 9,190 $132K 0.18% -210 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 8,423 $121K 0.01% +800 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 8,325 $119K 0.01% -19,245 13F-HR Timeline ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 8,073 $116K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 6,090 $87.6K 0.03% +90 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 6,044 $86.7K 0.2% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,350 $76.7K <0.01% -444 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,188 $74.4K <0.01% +448 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,876 $69.9K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,501 $64K 0.01% +4,497 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 4,441 $63.7K <0.01% +126 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,090 $58.7K <0.01% -6,692 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,600 $48.8K 0.02% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,268 $46.9K <0.01% -11,445 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,937 $42.1K 0.02% -7,324 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,717 $39K 0.03% -546 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,695 $38.6K 0.01% -75 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,560 $36.7K <0.01% +770 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,321 $33.4K <0.01% +971 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,294 $32.9K <0.01% +123 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,690 $24.7K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,606 $23K <0.01% +1,418 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,600 $22.9K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,457 $20.9K <0.01% +750 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,357 $19K <0.01% -356 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,260 $18.1K <0.01% -1,337 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,200 $17.2K <0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,200 $17.2K 0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,170 $16.8K <0.01% +23 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 1,160 $16.6K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,131 $16.2K <0.01% +249 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 938 $13.4K <0.01% +79 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 816 $11.7K <0.01% -26 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 747 $10.7K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 642 $9.2K <0.01% +13 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 560 $8.03K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 576 $8K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 500 $7.17K <0.01% new 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 437 $6.27K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 401 $5.75K <0.01% 0 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 400 $5.74K <0.01% -400 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 383 $5.49K <0.01% +2 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 310 $4.45K <0.01% 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 300 $4.3K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 273 $3.92K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 250 $3.58K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 223 $3.2K <0.01% +4 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 200 $2.87K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 190 $2.73K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 188 $2.69K <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 154 $2.21K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 154 $2.21K <0.01% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 150 $2.15K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 173 $2K <0.01% -263 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 131 $1.88K <0.01% +12 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 124 $1.78K <0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 113 $1.62K <0.01% -339 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 101 $1.45K <0.01% -247 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $1.43K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 93 $1.33K <0.01% -1,800 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 80 $1.15K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 73 $1.1K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 71 $1.02K <0.01% -10 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 126 $1K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 51 $731 <0.01% new 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 35 $502 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 25 $359 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -2,375 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.