O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 37,329 $154K <0.01% +9,818 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 36,087 $149K <0.01% +8,789 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 36,899 $143K <0.01% +18,114 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 34,605 $143K <0.01% +7,627 13F-HR Timeline Group North Dakota State Investment Board More: the full row for North Dakota State Investment Board 34,088 $140K 0.01% -1,440 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 34,044 $140K <0.01% +1,510 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 33,585 $138K <0.01% -71 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 33,419 $138K 0.01% -12,721 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 32,985 $136K <0.01% new 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 32,761 $135K <0.01% +2,648 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 32,219 $133K <0.01% -581 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 31,878 $131K <0.01% +1,834 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 31,443 $130K <0.01% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 31,144 $129K <0.01% +91 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 30,422 $125K <0.01% +15,882 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 29,465 $121K <0.01% new 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 28,884 $121K 0.01% +18,530 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 28,559 $119K 0.01% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 28,922 $119K <0.01% +15,531 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 28,919 $119K 0.01% +12,514 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 28,500 $117K 0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 27,889 $115K <0.01% -42 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 27,340 $113K 0.07% +10,865 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 26,972 $111K 0.01% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 25,714 $106K 0.02% new 13F-HR Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 25,106 $103K 0.02% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 25,031 $103K <0.01% -13,859 13F-HR/A Timeline Family Manage LLC More: the full row for Family Manage LLC 24,107 $99.3K 0.01% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 22,178 $91K <0.01% 0 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. 21,634 $89.1K <0.01% +6,018 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 21,351 $88K 0.07% +4,003 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 21,055 $86.7K 0.02% new 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 20,832 $85.8K 0.14% new 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 20,765 $85.6K <0.01% new 13F-HR Timeline Group Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 20,600 $84.9K 0.02% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 20,032 $82.5K <0.01% +9,952 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 20,000 $82.4K 0.04% 0 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 19,571 $80.6K 0.03% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 19,306 $79.5K <0.01% -5,698 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 19,114 $78.8K <0.01% +27 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 18,643 $77.9K 0.01% +783 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 18,673 $76.9K <0.01% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 17,890 $73.7K 0.01% +490 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 17,700 $72.9K 0.06% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 17,629 $72.6K <0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 17,594 $72.5K <0.01% -544 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,181 $72.1K <0.01% -506 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 17,421 $71.8K <0.01% -124,085 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 17,411 $71.7K <0.01% -19,963 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 16,713 $68.9K <0.01% -35 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 16,343 $67.8K <0.01% -3,247 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 16,413 $67.6K <0.01% +437 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 16,144 $66.5K <0.01% -487 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 16,010 $66K <0.01% +685 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 16,045 $65.9K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 15,941 $65.7K <0.01% -983 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 15,820 $65.2K 0.01% +1,389 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,243 $62.8K <0.01% +2,242 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 15,136 $62.4K <0.01% +33 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,050 $62K <0.01% -465 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 15,000 $61.8K <0.01% +2,000 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 14,735 $60.7K <0.01% +2,381 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,424 $59.4K <0.01% -1,295 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 14,006 $57.7K <0.01% -2,135 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 13,997 $57.7K 0.01% -480 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 13,897 $57.3K 0.03% +486 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,822 $56.9K <0.01% -762 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 13,637 $56.2K <0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 13,524 $55.7K <0.01% new 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 13,323 $54.9K <0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,152 $54.2K <0.01% +3,052 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 13,060 $53.8K 0.05% -1,300 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 12,901 $53.2K <0.01% new 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) 12,820 $52.8K <0.01% +1,621 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 12,746 $52.5K <0.01% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 12,457 $51.3K <0.01% -4,151 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 12,400 $51.1K <0.01% -7,035 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 12,154 $50.1K 0.01% +154 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,063 $49.7K <0.01% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 12,000 $49.4K <0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,837 $48.8K <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 11,789 $48.6K 0.04% +1,466 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 11,744 $48.4K 0.01% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,535 $47.5K <0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,442 $47.1K <0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,373 $46.9K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 11,348 $46.8K <0.01% +1,634 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 11,538 $44.8K <0.01% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,650 $43.9K <0.01% -56,741 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 10,472 $43.1K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 10,472 $43.1K <0.01% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 10,400 $42.8K <0.01% -1,299,082 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 10,363 $42.7K 0.01% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 10,303 $42.4K <0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,288 $42.4K <0.01% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 10,000 $41.2K <0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 10,000 $41.2K <0.01% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 10,000 $41.2K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 10,000 $41.2K 0.02% 0 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 10,000 $41.2K 0.02% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 10,000 $41.2K 0.02% 0 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 10,066 $39.2K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,004 $37.1K <0.01% +6,504 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/ 8,944 $36.7K <0.01% -3,100,857 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 7,877 $32.5K <0.01% +3,475 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 6,626 $27.3K <0.01% +928 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 6,500 $26.8K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 5,410 $22.3K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,000 $20.6K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,825 $19.9K <0.01% +1,857 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,731 $19.5K <0.01% +1,653 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,285 $17.7K <0.01% -13,033 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,095 $16.9K 0.01% +26 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 4,006 $16.5K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,956 $16.5K <0.01% -84,280 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,841 $15.8K <0.01% +2,454 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,830 $15.8K <0.01% +1,200 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,537 $14.6K <0.01% +2,362 13F-HR/A Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,496 $14.4K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,054 $13.8K <0.01% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,000 $13.6K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,287 $13.5K <0.01% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 3,188 $13.1K 0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 3,000 $12.4K 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 2,597 $10.7K <0.01% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,101 $8.66K <0.01% +1,101 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,888 $8K <0.01% 0 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,700 $7K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,600 $6.59K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,549 $6.38K <0.01% +392 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,500 $6K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,418 $5.84K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,340 $5.52K <0.01% +362 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,264 $5.21K <0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 695 $5.02K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,122 $5K <0.01% -925 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,020 $4.2K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,000 $4.12K <0.01% -760 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,000 $4.12K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 936 $3.86K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 847 $3.49K <0.01% +737 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 842 $3.47K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 753 $3.1K <0.01% -902 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 679 $2.8K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 600 $2.47K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 563 $2.32K <0.01% new 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 550 $2.27K <0.01% 13F-HR/A Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 539 $2.22K <0.01% 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 505 $2.08K <0.01% -908 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 503 $2.07K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 500 $2.06K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 500 $2.06K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 500 $2.06K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 428 $2K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 464 $1.91K <0.01% -2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 368 $1.52K <0.01% -34 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 347 $1.43K <0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 334 $1.38K <0.01% +98 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 318 $1.31K <0.01% -82 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 315 $1.3K <0.01% +119 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 285 $1.17K <0.01% -2,307 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 277 $1.14K <0.01% +174 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 275 $1.13K <0.01% 0 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 262 $1.08K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 250 $1.03K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 229 $944 <0.01% +103 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 217 $894 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 205 $845 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 128 $836 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 200 $824 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 200 $824 <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 166 $684 <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 161 $663 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 159 $655 <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 147 $606 <0.01% -2,934 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 144 $593 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 140 $577 <0.01% -28 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 131 $540 <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 130 $536 <0.01% new 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 130 $536 <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 130 $536 <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 120 $494 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 112 $461 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 104 $429 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 100 $412 <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 100 $412 <0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 100 $412 <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 100 $412 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 92 $357 <0.01% -205 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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