Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 15,608 $251K 0.02% +4,016 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 15,602 $251K 0.01% +1,748 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 15,575 $251K 0.25% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15,493 $249K 0.01% +13,802 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 15,090 $243K 0.05% +122 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 14,490 $233K <0.01% -125,649 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 14,341 $231K 0.02% +442 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,314 $230K <0.01% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 14,119 $227K 0.01% -1,841 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,093 $227K 0.01% +1,019 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14,034 $226K 0.01% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 13,881 $223K <0.01% -44,724 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 13,837 $223K <0.01% +1,871 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 13,829 $222K <0.01% +476 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,669 $220K <0.01% -25 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,246 $213K <0.01% +1,435 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 13,223 $213K 0.01% +2,864 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,956 $209K <0.01% new 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 12,954 $209K <0.01% +637 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 12,932 $208K <0.01% 0 13F-HR/A Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 12,852 $207K 0.01% +2,080 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,831 $207K <0.01% +3,873 13F-HR/A Timeline Group Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 12,361 $199K -1,216 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 12,299 $198K <0.01% +2,607 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 12,039 $194K <0.01% -4,611 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,781 $190K 0.01% -1,966 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 11,645 $187K <0.01% +4,950 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 11,526 $186K <0.01% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 11,403 $184K 0.03% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,223 $181K <0.01% +589 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,179 $180K <0.01% +11,105 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 11,150 $180K 0.01% -5,550 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,061 $178K <0.01% +6,209 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,026 $178K <0.01% +120 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 10,889 $175K 0.17% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 10,628 $171K 0.02% -393 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,624 $171K <0.01% new 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 10,506 $169K 0.02% -1,798 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,373 $167K 0.01% -318 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,276 $165K 0.01% -3,071 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 10,273 $165K 0.05% +141 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 10,264 $165K 0.01% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 8,109 $131K <0.01% -9,066 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8,109 $131K <0.01% -9,066 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,091 $130K <0.01% +1,069 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 8,039 $129K <0.01% -1,227 13F-HR Timeline Group NKCFO LLC More: the full row for NKCFO LLC 7,000 $113K 0.03% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,740 $92K <0.01% +3,087 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4,850 $78.1K 0.03% 0 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 4,323 $69.6K <0.01% -11,324 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,435 $55.3K <0.01% +683 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,877 $46.3K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,495 $40.2K <0.01% +1,795 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,350 $37.8K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,088 $33.6K <0.01% +410 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,999 $32.2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,974 $31.8K 0.02% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,937 $31.2K <0.01% +1,278 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,810 $29.1K 0.01% +1,809 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,795 $28.9K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,669 $26.9K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,545 $25.9K <0.01% +161 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,530 $24.6K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,386 $22.3K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,350 $21.7K 0.01% new 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,125 $18.1K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,047 $16.9K <0.01% +311 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 994 $16K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 989 $15.9K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 951 $15.3K <0.01% +232 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 924 $14.9K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 901 $14.5K <0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 802 $12.9K <0.01% new 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 794 $12.8K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 715 $11.5K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 713 $11.5K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 693 $11.2K <0.01% +42 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 692 $11.1K <0.01% +302 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 676 $10.9K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 674 $10.9K <0.01% +40 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 666 $10.7K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 652 $10.5K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 611 $10K <0.01% +217 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 592 $9.53K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 577 $9.29K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 574 $9.24K <0.01% +271 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 485 $7.82K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 479 $7.71K <0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 458 $7.37K <0.01% +79 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 456 $7.34K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 451 $7.26K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 439 $7.07K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 420 $6.76K 0.01% 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 394 $6.34K <0.01% +351 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 336 $5.41K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 306 $4.93K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 301 $4.85K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 280 $4.51K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 271 $4.36K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 250 $4.03K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 225 $3.62K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 212 $3.42K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 156 $2.51K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 139 $2.24K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 132 $2.12K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 124 $2K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 101 $1.63K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 100 $1.61K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 87 $1.4K <0.01% -23 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 82 $1.32K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 65 $1.05K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 55 $886 <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 50 $805 <0.01% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.