TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,208 $276K 0.02% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 10,117 $274K <0.01% -3,562 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 9,604 $273K 0.2% -31 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 9,915 $268K <0.01% -677 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 9,631 $261K 0.01% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 9,559 $259K 0.07% +82 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,957 $242K <0.01% new 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 8,954 $242K <0.01% new 13F-HR Timeline Group Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 8,735 $236K 0.06% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,672 $235K <0.01% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 8,475 $229K 0.07% +51 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 8,455 $229K <0.01% +120 13F-HR Timeline Group MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 8,379 $227K <0.01% +126 13F-HR Timeline Group Arlington Partners LLC in group Arlington Trust Co LLC More: the full row for Arlington Partners LLC 8,294 $225K 0.41% -1,495 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 8,034 $217K 0.01% -4,764 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,884 $213K 0.01% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 7,774 $210K 0.01% -2,875 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 7,764 $210K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,597 $206K <0.01% +61 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 7,593 $206K 0.06% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,454 $202K 0.04% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,390 $200K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,021 $190K <0.01% -30 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,915 $189K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 6,687 $181K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,034 $163K <0.01% +3,524 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,488 $149K <0.01% +2,011 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,195 $141K 0.01% -639 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,168 $140K 0.03% +1,232 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,816 $130K <0.01% -917 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,125 $112K <0.01% -8,102 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,950 $107K 0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,922 $106K <0.01% +559 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,426 $92.7K 0.06% +163 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,407 $92.2K <0.01% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 3,407 $92.2K <0.01% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,353 $90.8K <0.01% -133 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,967 $80.3K 0.02% new 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 2,686 $72.7K <0.01% 13F-HR/A Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 2,520 $68K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,272 $61.5K <0.01% -21 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 2,055 $55.6K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,776 $47.2K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,710 $46.3K <0.01% +278 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,470 $39.8K <0.01% -260 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,346 $36.4K <0.01% +113 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,057 $28.6K <0.01% -1,320 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 964 $26.1K <0.01% -71 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 908 $24.6K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 813 $22.5K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 829 $22.4K <0.01% +176 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 809 $21.9K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 718 $19.4K <0.01% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 716 $19.4K <0.01% +365 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 642 $17.4K <0.01% +27 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 592 $16K <0.01% -683 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 579 $15.7K <0.01% -15 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 459 $12K <0.01% +180 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 332 $8.99K <0.01% -205 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 305 $8.26K <0.01% +295 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 271 $7.34K <0.01% -2 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 232 $6.29K <0.01% +14 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 216 $5.85K <0.01% +166 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 211 $5.71K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 209 $5.66K <0.01% -38 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 201 $5.44K <0.01% +197 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 185 $5.26K <0.01% +25 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 192 $5.2K <0.01% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 189 $5.12K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 173 $4.68K <0.01% -419 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 150 $4.06K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 143 $3.88K <0.01% +3 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 136 $3.68K <0.01% +3 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 136 $3.68K <0.01% -127 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 120 $3.25K <0.01% 0 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 116 $3.14K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 112 $3.03K <0.01% +10 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 32 $2.96K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 109 $2.95K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 100 $2.71K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 95 $2.57K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 92 $2.52K <0.01% +89 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 91 $2.46K <0.01% +69 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 89 $2.41K <0.01% +7 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 88 $2.38K <0.01% +9 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 83 $2.25K <0.01% +46 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 79 $2.14K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 78 $2.11K <0.01% +16 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 77 $2.08K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 75 $2.03K <0.01% +44 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 75 $2.03K <0.01% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 74 $2K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 74 $2K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 70 $1.87K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 61 $1.65K <0.01% +22 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 52 $1.41K <0.01% -53 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 50 $1.35K <0.01% new 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 47 $1.27K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 42 $1.14K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 39 $1.06K <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 38 $1.03K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 37 $1K <0.01% +29 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 33 $893 <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 31 $839 <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 23 $623 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 21 $569 <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 20 $542 <0.01% -67 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 20 $542 <0.01% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 17 $460 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17 $447 <0.01% +5 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 14 $379 <0.01% +8 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 10 $271 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $271 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 9 $252 <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9 $244 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 8 $217 <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 7 $189 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 6 $163 <0.01% +5 13F-HR/A Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5 $135 <0.01% -19 13F-HR/A Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 4 $108 <0.01% -3 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $84 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $82 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3 $81 <0.01% -2 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $28 <0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $27 <0.01% -201 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 1 $27 <0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 14 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.