TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,868 $239K <0.01% -21,232 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 7,759 $236K 0.12% +657 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 7,731 $235K <0.01% new 13F-HR Timeline Group Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 7,650 $232K 0.13% -70 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,442 $226K <0.01% +6 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 7,384 $224K <0.01% new 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 7,371 $224K <0.01% +325 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,204 $219K <0.01% +408 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 7,008 $213K 0.05% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 7,003 $213K 0.07% 0 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 6,900 $210K <0.01% new 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 6,859 $208K <0.01% -18,450 13F-HR/A Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 6,677 $203K <0.01% -34 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,653 $202K <0.01% new 13F-HR Timeline Group Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 6,641 $202K 0.12% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 6,641 $202K <0.01% -426 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 6,605 $201K 0.07% -2,090 13F-HR/A Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 6,402 $195K 0.01% -98,559 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 6,258 $190K 0.01% new 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 5,759 $175K <0.01% 0 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 5,556 $169K 0.08% -26 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 5,167 $157K <0.01% 0 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 5,100 $155K <0.01% -500 13F-HR Timeline Cygnus Capital Advisors, LLC More: the full row for Cygnus Capital Advisors, LLC 5,000 $152K 0.11% 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 3,258 $147K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,458 $135K <0.01% +617 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 4,254 $129K 0.06% -751 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,950 $120K 0.02% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 2,903 $88.2K 0.02% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 2,700 $82.1K 0.04% 0 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,596 $78.9K <0.01% -535 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,592 $78.8K <0.01% -367 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,097 $63.7K <0.01% +909 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,990 $60K <0.01% 0 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,855 $56.4K <0.01% +23 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,806 $54.9K 0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,800 $54.7K <0.01% -9,400 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,628 $49.5K <0.01% +844 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,371 $41.3K <0.01% -307 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,297 $39K <0.01% +836 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,163 $35.3K <0.01% -63 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,159 $35.2K <0.01% +479 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,158 $35.2K <0.01% +482 13F-HR/A Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,084 $32.9K <0.01% -4,243 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 913 $27.7K <0.01% +722 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 858 $26.1K 0.01% +735 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 717 $21.8K 0.01% +203 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 704 $21.4K <0.01% -601 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 694 $21.1K <0.01% -21 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 592 $18K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 564 $17.1K <0.01% +42 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 523 $15.9K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 504 $15.3K <0.01% +494 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 500 $15.2K <0.01% -19,016 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 500 $15K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 462 $14K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 435 $13.2K <0.01% +86 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 397 $12.1K <0.01% +131 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 388 $11.8K <0.01% +238 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 351 $11.3K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 359 $10.9K <0.01% +98 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 351 $10.7K <0.01% +281 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 321 $9.76K <0.01% +166 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 316 $9.6K <0.01% -52 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 307 $9.33K <0.01% -585 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 298 $9.05K <0.01% -82 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 282 $8.57K <0.01% -329 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 263 $7.99K <0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 250 $7.6K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 202 $6.14K <0.01% +189 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 140 $4.25K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 136 $4.13K <0.01% +3 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 135 $4.1K <0.01% -62 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 131 $4K <0.01% -2 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 127 $4K <0.01% new 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 128 $3.89K <0.01% -600 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 108 $3.28K <0.01% -49 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 99 $3.01K <0.01% -66 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 95 $2.89K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 91 $2.77K <0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 90 $2.73K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 82 $2.49K <0.01% +36 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 73 $2.22K <0.01% -908 13F-HR Timeline CX Institutional More: the full row for CX Institutional 60 $2K <0.01% -484 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 49 $1.49K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 48 $1.46K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 42 $1.28K <0.01% +36 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 38 $1.16K <0.01% +14 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 35 $1.06K <0.01% -5 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 32 $972 <0.01% -6 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 31 $942 <0.01% -29 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 30 $912 <0.01% +25 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 26 $790 <0.01% new 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/ 24 $729 <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 22 $669 <0.01% -50 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 20 $608 <0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19 $577 <0.01% -57 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 18 $547 <0.01% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17 $517 <0.01% -23 13F-HR/A Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 17 $517 <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 16 $486 <0.01% -118 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 10 $304 <0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7 $213 <0.01% +3 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6 $183 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $152 <0.01% -13 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 5 $152 <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $122 <0.01% -2 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4 $122 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $121 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $61 <0.01% -1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $41 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 32 $0 0% +16 13F-HR Timeline Value filed as zero, left out of ratios.