PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 19,634 $315K 0.03% 0 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 18,498 $297K <0.01% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 18,280 $294K <0.01% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 18,234 $293K 0.03% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 17,905 $287K <0.01% -290 13F-HR Timeline Addenda Capital Inc. 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More: the full row for Value Partners Investments Inc. 16,514 $265K 0.02% +5,729 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 16,354 $263K 0.17% -1,400 13F-HR Timeline ROYCE & ASSOCIATES LP More: the full row for ROYCE & ASSOCIATES LP 16,311 $262K <0.01% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 15,560 $250K 0.05% +710 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 15,554 $250K <0.01% +1,700 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 14,883 $239K 0.08% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 11,008 $239K <0.01% +160 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 14,670 $236K 0.03% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 14,475 $232K <0.01% +124 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 14,058 $226K <0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,050 $226K <0.01% +860 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 13,789 $221K 0.1% +10,852 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 12,716 $204K <0.01% +1,196 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,482 $200K <0.01% -1,666 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,405 $199K <0.01% new 13F-HR/A Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 12,129 $195K 0.09% new 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 11,999 $193K 0.11% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 11,516 $185K 0.03% -11,111 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,482 $184K <0.01% +1,160 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,800 $173K <0.01% new 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,728 $172K 0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,100 $162K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 10,086 $162K <0.01% -314 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 10,000 $161K 0.03% new 13F-HR Timeline Group Summerhill Capital Management lnc. More: the full row for Summerhill Capital Management lnc. 9,190 $147K 0.17% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,698 $140K 0.01% +3,510 13F-HR Timeline Group ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 8,073 $130K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7,757 $125K 0.01% -666 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 6,044 $97.1K 0.27% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,144 $66K 0.01% -357 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,823 $61.4K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,658 $59K <0.01% +2,301 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,344 $53.7K <0.01% +76 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,227 $51.8K <0.01% +667 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,039 $48.8K 0.01% -5,286 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,717 $43.6K 0.03% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,695 $43.3K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,294 $36.8K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,167 $34.8K <0.01% -154 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,105 $33.8K 0.02% -7,221 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,700 $27.3K 0.03% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,690 $27.2K 0.02% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,600 $25.7K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,416 $22.7K <0.01% +246 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,411 $22.7K <0.01% -46 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,351 $21.7K <0.01% -3,999 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,250 $20.1K <0.01% -15,660 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,200 $19.3K <0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,200 $19.3K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,190 $19.1K <0.01% +252 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,000 $16.1K <0.01% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 937 $15K <0.01% -5,153 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 928 $14.9K <0.01% -678 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 747 $12K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 655 $10.5K <0.01% +13 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 584 $9.38K <0.01% -232 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 569 $9.14K <0.01% +69 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 576 $9K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 560 $8.99K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 440 $7.07K <0.01% -820 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 385 $6.18K <0.01% +2 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 312 $5.01K <0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 300 $4.82K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 292 $4.69K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 273 $4.38K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 250 $4.01K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 240 $3.85K <0.01% -70 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 232 $3.67K <0.01% +44 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 227 $3.65K <0.01% +4 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 225 $3.61K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 208 $3.34K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 200 $3.21K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 190 $3.05K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 154 $2.45K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 129 $2.04K <0.01% +56 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 126 $2K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 121 $1.94K <0.01% +50 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 120 $1.93K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $1.61K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 93 $1.49K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 80 $1.28K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 76 $1.21K <0.01% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 42 $675 <0.01% -59 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 35 $562 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $16 <0.01% -400 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.