CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,817 $307K <0.01% -8,670 13F-HR Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 7,372 $287K 0.01% -3,909 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 6,965 $273K 0.16% +536 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 6,838 $268K 0.12% +300 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,813 $267K <0.01% +1,254 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 6,720 $263K 0.02% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 6,680 $262K 0.01% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,358 $249K 0.03% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,822 $249K 0.03% +322 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 6,329 $248K <0.01% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 6,320 $248K <0.01% -479 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 6,115 $240K <0.01% -2,505 13F-HR Timeline Group Teza Capital Management LLC More: the full row for Teza Capital Management LLC 5,930 $233K 0.11% +240 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,890 $231K 0.03% -300 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,736 $223K <0.01% +1,098 13F-HR/A Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 5,671 $222K <0.01% -194 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,625 $221K 0.05% +375 13F-HR Timeline Ilmarinen Mutual Pension Insurance Co More: the full row for Ilmarinen Mutual Pension Insurance Co 5,603 $220K <0.01% 0 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) 5,515 $218K 0.01% +1,028 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,502 $216K <0.01% -3,312 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,484 $215K <0.01% -1,000 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 5,317 $208K <0.01% -3,247 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,140 $202K <0.01% new 13F-HR Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 5,101 $200K 0.04% -456 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,871 $191K 0.01% +3,296 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,384 $172K <0.01% -2,002 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,234 $166K 0.01% +3,223 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,766 $147K 0.1% +3 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 3,517 $138K <0.01% -30 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,329 $131K <0.01% -238 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,300 $129K 0.02% +300 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,186 $125K 0.01% -57 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,842 $111K <0.01% +1,168 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,707 $106K <0.01% +56 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 2,421 $94.9K 0.02% +2,114 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 2,317 $90.8K <0.01% -189 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,310 $90.6K <0.01% +2,140 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 2,300 $90K 0.04% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2,000 $78.4K 0.03% 0 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 1,800 $70.6K <0.01% 0 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 1,571 $62K <0.01% +9 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,508 $59.1K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,258 $49.3K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,219 $47.8K <0.01% -197 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,130 $44.3K <0.01% -75 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 1,070 $42K <0.01% +25 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 897 $35.2K <0.01% +40 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 790 $30.9K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 784 $30.7K 0.03% -100 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 711 $27.9K 0.01% +465 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 609 $23.9K 0.01% +250 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 604 $23.7K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 564 $22.1K 0.01% -6,922 13F-HR/A Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 557 $21.8K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 533 $20.9K <0.01% +14 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 502 $19.7K 0.01% +143 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 457 $17.9K <0.01% new 13F-HR/A Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 389 $16K <0.01% +117 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 403 $15.8K 0.01% -293 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 400 $15.7K <0.01% +65 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 393 $15.4K <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 358 $14K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 458 $13.9K <0.01% -82 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 325 $12.7K <0.01% -49 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 306 $12K <0.01% -306 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 330 $10.9K <0.01% -541 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 269 $10.5K <0.01% +16 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 267 $10.5K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 256 $10K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 254 $9.96K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 236 $9.25K <0.01% +188 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 237 $9.23K <0.01% -294 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 218 $9K <0.01% +6 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 220 $8.63K <0.01% +183 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 212 $8.31K <0.01% -234 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 210 $8.23K <0.01% +150 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 209 $8.2K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 206 $8.09K <0.01% -675 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 200 $7.84K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 172 $6.74K <0.01% +62 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 155 $6.08K <0.01% -10 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 146 $5.72K <0.01% +12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 142 $5.54K <0.01% +6 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 123 $4.82K <0.01% -321 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 121 $4.74K <0.01% +100 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 120 $4.71K <0.01% +46 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 112 $4.38K <0.01% +1 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 110 $4.31K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 109 $4.28K <0.01% -47 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 108 $4.24K <0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 110 $4K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 100 $4K <0.01% -1,200 13F-HR Timeline CX Institutional More: the full row for CX Institutional 94 $4K <0.01% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 100 $3.92K <0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 90 $3.53K <0.01% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 85 $3.33K <0.01% 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 81 $3K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 75 $2.94K <0.01% -25 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 73 $2.86K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 64 $2.51K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 51 $2K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 50 $1.96K <0.01% 0 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 43 $1.69K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 39 $1.53K <0.01% +19 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 35 $1.37K <0.01% +8 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 35 $1.37K <0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 34 $1.32K <0.01% +1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 31 $1.22K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 30 $1.18K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 30 $1.18K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 30 $1.18K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 30 $1.18K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 18 $1K <0.01% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sandy Spring Bank More: the full row for Sandy Spring Bank 25 $980 <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 22 $869 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 22 $863 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 16 $627 <0.01% -1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 15 $589 <0.01% +13 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 13 $510 <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 11 $431 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7 $290 <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 6 $283 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $220 <0.01% -3 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $197 <0.01% new 13F-HR Timeline Group Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 5 $196 <0.01% -20 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/ 4 $157 <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 4 $157 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $157 <0.01% -2 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4 $157 <0.01% +1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4 $156 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3 $129 <0.01% -4 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2 $79 <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2 $64 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $40 <0.01% -3 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1 $39 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 0 $6 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Hemington Wealth Management More: the full row for Hemington Wealth Management 14 $0 0% -12 13F-HR Timeline Value filed as zero, left out of ratios. 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.