Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,321 $263K <0.01% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,181 $254K <0.01% new 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 4,159 $253K <0.01% +2,522 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,148 $252K 0.06% -602 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 4,142 $252K <0.01% +350 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 4,087 $248K 0.16% 0 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 4,018 $244K <0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,017 $244K 0.01% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,978 $242K 0.01% -2,117 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,629 $230K <0.01% -12 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,711 $225K <0.01% 0 13F-HR/A Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,680 $224K <0.01% -72 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,640 $221K 0.01% -3,810 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,566 $217K <0.01% new 13F-HR Timeline Group Olympiad Research LP More: the full row for Olympiad Research LP 3,323 $202K 0.21% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,700 $164K <0.01% +1,600 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,691 $164K <0.01% +121 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,702 $163K 0.02% +1,692 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,605 $158K 0.01% -221 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,511 $153K 0.01% new 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,322 $141K 0.02% -181 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,180 $132K <0.01% +666 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,125 $129K <0.01% -2,172 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,063 $125K 0.02% -6,729 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,044 $117K <0.01% -324 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 1,809 $110K 0.01% +124 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,672 $102K 0.06% +280 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,658 $93.3K <0.01% +178 13F-HR/A Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,409 $85.6K 0.06% +1 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,300 $79K 0.06% 0 13F-HR/A Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 1,266 $77.5K <0.01% +209 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,246 $76K <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) 1,233 $74.9K <0.01% -801 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,145 $73.1K <0.01% new 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,118 $67.9K 0.09% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,052 $63.9K <0.01% +98 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 968 $58.8K <0.01% +829 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 859 $51.3K <0.01% +33 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 828 $50.3K 0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 731 $44.4K <0.01% +116 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 701 $43K <0.01% +55 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 634 $38.5K <0.01% +185 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 615 $37.4K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 584 $35.5K <0.01% +414 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 528 $32.1K <0.01% +449 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 520 $31.6K 0.01% -41 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 515 $31.3K <0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 500 $30.4K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 466 $28K <0.01% -812 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 405 $24.6K <0.01% +125 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 378 $23K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 346 $21K <0.01% +19 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 329 $20K <0.01% +148 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 322 $19.6K 0.01% -87 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 272 $16.5K <0.01% +38 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 250 $15.2K <0.01% 0 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 238 $14.5K <0.01% -17 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 199 $12.1K <0.01% 0 13F-HR Timeline Promethos Capital, LLC More: the full row for Promethos Capital, LLC 180 $10.9K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 136 $8.26K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 134 $8.14K <0.01% -16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 129 $7.84K <0.01% +34 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 125 $7.59K <0.01% +96 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 121 $7.35K <0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 121 $7.35K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 111 $6.74K <0.01% -64 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 106 $6.44K 0.01% 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 103 $6.35K <0.01% 0 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 100 $6.08K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 85 $5.17K <0.01% +15 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 74 $4.5K <0.01% +10 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 69 $4.19K <0.01% +62 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 69 $4.19K <0.01% -16 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 59 $3.58K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 57 $3.46K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 53 $3.22K <0.01% +42 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 43 $2.61K <0.01% +14 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 43 $2.61K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 40 $2.43K <0.01% -8 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 39 $2.37K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 30 $1.82K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 28 $1.7K <0.01% 0 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 27 $1.65K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 25 $1.52K <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 25 $1.52K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 25 $1.52K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 20 $1.22K <0.01% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 20 $1.22K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 19 $1.14K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7 $790 <0.01% -26 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10 $608 <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10 $607 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8 $514 0.05% -8,584 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8 $487 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $244 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4 $243 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $183 <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3 $182 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3 $182 <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 4 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 3 $0 0% -17 13F-HR Timeline Group Value filed as zero, left out of ratios.