Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 29,548 $715K <0.01% -16,310 13F-HR/A Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 29,311 $709K 0.1% new 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 28,920 $700K 0.35% -5,224 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 28,325 $685K <0.01% -503 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 28,326 $685K <0.01% +19,858 13F-HR Timeline Group WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 27,457 $664K 0.19% +294 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 27,400 $663K <0.01% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 26,721 $647K 0.04% +32 13F-HR/A Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 26,681 $645K <0.01% -5,548 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 25,194 $610K 0.02% -217,601 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 24,500 $593K <0.01% -13,700 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 24,417 $591K <0.01% +8,246 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 23,371 $566K <0.01% +3,760 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 22,819 $554K <0.01% -116,180 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 22,330 $540K <0.01% +462 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 22,281 $539K <0.01% +631 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 22,181 $537K <0.01% +13,245 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 21,539 $519K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 21,139 $512K <0.01% -198 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 20,250 $490K 0.2% 0 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 19,976 $483K <0.01% new 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 19,946 $483K +19,376 Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 19,880 $481K 0.01% +10,030 13F-HR/A Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 19,196 $465K 0.2% -6,222 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 18,925 $458K 0.02% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 18,508 $448K 0.01% +3,366 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 17,976 $435K 0.01% +2,411 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 17,963 $435K <0.01% -9,803 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 13,146 $424K 0.03% +84 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 16,741 $405K <0.01% +741 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 16,409 $397K <0.01% -1,723 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 15,829 $381K <0.01% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 15,396 $373K 0.01% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 15,052 $364K 0.1% +52 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 15,000 $363K 0.02% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 14,792 $358K 0.03% -114 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 14,289 $346K <0.01% -34,690 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 14,227 $344K <0.01% +773 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 14,118 $342K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14,074 $341K <0.01% +932 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 13,928 $337K 0.03% new 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 13,917 $337K 0.02% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 13,127 $318K 0.03% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,075 $316K <0.01% -48,281 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 12,996 $315K <0.01% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 12,976 $314K 0.01% +196 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 12,855 $311K 0.01% +11,024 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 12,592 $305K 0.01% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 12,502 $303K 0.01% -11,260 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,485 $302K <0.01% -35,329 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,385 $300K <0.01% -1,833 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 11,952 $289K 0.04% -375 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 11,855 $287K <0.01% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 8,593 $287K 0.05% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 11,826 $286K <0.01% +1,636 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 11,765 $286K 0.01% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 11,790 $285K 0.02% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 11,630 $281K 0.01% new 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 9,459 $278K 0.01% new 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 11,083 $268K 0.11% -962 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,766 $261K 0.01% +454 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 10,759 $260K 0.11% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 10,670 $258K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,607 $257K <0.01% -2,816 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,594 $256K <0.01% new 13F-HR Timeline Group V2 Financial group LLC More: the full row for V2 Financial group LLC 10,000 $242K 0.15% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 9,892 $239K <0.01% +2,096 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,850 $238K <0.01% new 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 9,863 $238K 0.03% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,817 $238K <0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,671 $234K 0.01% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,590 $232K 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 9,330 $226K <0.01% new 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,939 $216K 0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 8,927 $216K <0.01% new 13F-HR Timeline Group Massar Capital Management, LP More: the full row for Massar Capital Management, LP 8,900 $215K 0.16% new 13F-HR/A Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 8,492 $206K <0.01% -3,823 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,490 $205K <0.01% new 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 8,454 $205K <0.01% -4,813 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 8,400 $203K <0.01% -7,100 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,380 $203K 0.02% new 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 8,366 $202K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,343 $202K <0.01% -1,763 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) 8,058 $195K 0.01% +7,410 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 7,887 $190K 0.08% -8,257 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 7,291 $176K 0.03% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 6,806 $165K 0.02% +1,840 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/ 6,260 $152K <0.01% +2,536 13F-HR/A Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 6,115 $148K <0.01% -5,322 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,542 $134K <0.01% +1,241 13F-HR Timeline Group Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 5,116 $124K <0.01% +510 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 5,000 $121K 0.07% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 4,945 $120K <0.01% new 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 4,904 $119K 0.05% -330 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,838 $118K <0.01% +1,994 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,208 $102K 0.03% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,988 $96.5K <0.01% new 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,352 $81.1K 0.01% +1,931 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,119 $75.5K <0.01% -539 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. 2,997 $73K <0.01% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,736 $66.2K <0.01% +2,208 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,680 $64.9K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,679 $64.8K <0.01% -143 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 2,533 $61K <0.01% +92 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,500 $60.5K 0.03% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,388 $57.8K 0.01% +188 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,000 $48.4K <0.01% +1,800 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,934 $46.8K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $45.6K <0.01% -618 13F-HR Timeline Amount filed as zero, left out of ratios. Allworth Financial LP More: the full row for Allworth Financial LP 1,865 $45.1K <0.01% +412 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,216 $41.3K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,492 $36.3K <0.01% +55 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,166 $28.2K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,160 $28.1K <0.01% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,080 $25.9K <0.01% -35 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,014 $25K <0.01% new 13F-HR/A Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,020 $24.7K <0.01% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 1,016 $24.6K <0.01% +158 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 973 $23.5K <0.01% +304 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 965 $23.4K <0.01% +46 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 915 $22.1K 0.01% -270 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 899 $21.8K <0.01% +136 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 791 $19.1K <0.01% +44 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 654 $15.8K <0.01% -1,366 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 626 $15.1K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 600 $14.5K <0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 570 $13.8K 0.01% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 568 $13.7K <0.01% +500 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 550 $13.3K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 549 $13.3K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 539 $13K <0.01% +267 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 519 $13K <0.01% -869 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 517 $13K 0.01% -19 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 523 $12.7K <0.01% -3,968 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 496 $12K <0.01% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 463 $11.2K <0.01% +415 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 460 $11.1K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 459 $11.1K <0.01% -107 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 447 $10.8K <0.01% -1,150 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 443 $10.7K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 419 $10.1K <0.01% +12 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 387 $9.37K <0.01% +272 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 379 $9.17K 0.01% +177 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 317 $8K <0.01% -257 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 312 $7.55K <0.01% -1 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 300 $7.26K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 300 $7.26K <0.01% +272 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 250 $6.05K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 227 $5.49K <0.01% -106 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 217 $5.25K <0.01% -1,078 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 217 $5.25K <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 212 $5.13K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 212 $5K <0.01% +97 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 200 $5K <0.01% 0 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 205 $4.96K <0.01% -100 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 200 $4.84K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 195 $4.72K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 186 $4.5K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 147 $4.12K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 109 $4.07K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 135 $3.27K <0.01% -306 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 143 $3K <0.01% +38 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 137 $3K <0.01% +8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 123 $2.98K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 121 $2.93K <0.01% new 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 120 $2.9K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 114 $2.76K <0.01% -19 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 110 $2.66K <0.01% +104 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 109 $2.64K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 100 $2.42K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 100 $2.42K <0.01% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 100 $2.42K <0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 98 $2.37K <0.01% -75 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 80 $2.35K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 91 $2.2K <0.01% +45 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 90 $2.18K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 85 $2.06K <0.01% -11 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 85 $2.06K <0.01% -31 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 78 $1.89K <0.01% -60 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 70 $1.69K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 50 $1.67K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 40 $1.64K 0.02% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 65 $1.56K <0.01% +25 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 61 $1.48K <0.01% -210 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 58 $1.4K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 53 $1.28K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 52 $1.26K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 51 $1.23K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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