MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,251,017 $18.3M <0.01% +26,170 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 582,721 $8.51M <0.01% +77,324 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 563,880 $8.23M 0.56% +126,000 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 490,059 $7.15M <0.01% +21,972 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 364,168 $5.32M <0.01% -5,550 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 281,600 $4.11M <0.01% -18,395 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 280,789 $4.1M <0.01% 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 243,328 $3.55M <0.01% +10,791 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 228,738 $3.34M <0.01% -3,866 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 197,116 $2.88M <0.01% -15,871 13F-HR Timeline Group GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 168,754 $2.46M 1.56% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 152,795 $2.23M <0.01% +19,613 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 131,850 $1.93M 0.01% +15,059 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 105,440 $1.54M 0.05% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 102,506 $1.5M <0.01% +21,276 13F-HR/A Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 100,338 $1.46M 0.02% +5,825 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 90,680 $1.32M <0.01% +14,904 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 85,720 $1.25M 0.01% +61,169 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 85,017 $1.24M 0.01% +3,397 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 81,300 $1.19M <0.01% -1,250 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 80,400 $1.17M 0.32% -1,300 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 79,506 $1.16M 0.03% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 68,814 $1M 0.01% +7,186 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 68,484 $1000K 0.01% -14,563 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 58,914 $860K 0.02% -36,652 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 58,673 $857K <0.01% +995 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 58,242 $850K <0.01% +4,872 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 56,860 $830K 0.09% -57,068 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 52,703 $769K <0.01% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 47,232 $690K <0.01% -9,334 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 45,248 $661K 0.03% new 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 44,113 $644K 0.59% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 39,798 $581K <0.01% +1,329 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 38,397 $561K <0.01% new 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 35,298 $515K <0.01% -1,654 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 34,570 $505K 0.19% -10,271 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 33,348 $487K <0.01% +946 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 33,221 $485K 0.32% -9,984 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 30,318 $443K 0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 24,542 $358K <0.01% new 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 24,508 $358K 0.02% new 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 23,201 $339K 0.29% 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 22,620 $332K 0.09% 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 20,750 $303K 0.23% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 19,290 $282K 0.01% -1,425 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 18,622 $272K <0.01% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,577 $257K <0.01% +20 13F-HR Timeline Group First Citizens Financial Corp More: the full row for First Citizens Financial Corp 15,603 $228K 0.12% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,193 $222K 0.01% -3,175 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,500 $197K 0.04% new 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 12,930 $189K 0.46% +53 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,804 $187K <0.01% -3,063 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,609 $184K 0.01% 0 13F-HR/A Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 12,578 $184K 0.02% +13 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 12,226 $178K <0.01% +209 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,190 $178K <0.01% +1,479 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,629 $170K <0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,792 $158K 0.01% -3,755 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,331 $151K 0.01% new 13F-HR/A Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,000 $146K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,680 $141K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,071 $132K <0.01% -6,556 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 6,450 $94.2K <0.01% 0 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,400 $78.8K <0.01% -1,300 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,309 $62.9K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,343 $48.8K 0.01% +83 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 2,782 $40.6K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,255 $32.9K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,900 $27.7K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,835 $26.8K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,820 $26.6K <0.01% -1,307 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,760 $25.7K 0.01% +44 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,380 $20.2K 0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,276 $18.6K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,077 $15.7K <0.01% 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,000 $14.6K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,000 $14.6K 0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 550 $8.03K <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 513 $7.49K <0.01% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 500 $7.3K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 500 $7.3K <0.01% 0 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 111 $1.62K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 104 $1.51K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 100 $1.47K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 2,500 $365 0.01% 0 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 20 $292 <0.01% 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) 6 $88 <0.01% -7 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.