NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,769 $266K <0.01% +388 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,713 $262K 0.01% +14 13F-HR Timeline INVESTOR AB More: the full row for INVESTOR AB 3,700 $262K 0.01% new 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,674 $260K 0.05% -9 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,666 $259K <0.01% -1,910 13F-HR Timeline Group Scientech Research LLC More: the full row for Scientech Research LLC 3,586 $253K 0.07% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,583 $253K 0.01% +2 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,581 $253K 0.03% +75 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,512 $248K <0.01% -1,003 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 3,497 $247K 0.1% +47 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,466 $245K 0.03% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,367 $238K 0.07% +300 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,337 $236K 0.11% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,271 $231K <0.01% -1,175 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 3,258 $230K 0.03% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,250 $230K 0.04% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,207 $227K <0.01% -1,324 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,180 $225K 0.03% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,137 $222K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,129 $221K 0.02% +1,897 13F-HR/A Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 3,125 $221K 0.01% -580 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 3,087 $218K 0.01% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,063 $217K 0.07% new 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 3,042 $215K 0.12% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,040 $215K <0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,990 $211K <0.01% -2,055 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,934 $207K <0.01% new 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,910 $206K 0.04% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,900 $205K 0.09% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,844 $201K 0.04% new 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 2,834 $200K 0.03% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,831 $200K <0.01% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,397 $169K <0.01% new 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,381 $168K <0.01% +1,030 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,266 $160K 0.01% +1,898 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,247 $159K <0.01% +1,228 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,191 $155K <0.01% +352 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,062 $146K 0.01% new 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,906 $135K 0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,720 $121K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,701 $120K 0.04% +30 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,793 $112K <0.01% -111 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,500 $106K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,494 $106K <0.01% +1,243 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,437 $102K 0.01% +803 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,430 $101K 0.07% +152 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,428 $101K 0.08% -6 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,396 $98.7K <0.01% -110 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,345 $95.1K 0.04% +1,239 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,335 $94.4K <0.01% +660 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,253 $88.6K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,160 $82K 0.02% -150 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,116 $78.9K <0.01% -400 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 993 $70.2K <0.01% -300 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 988 $69.8K <0.01% +21 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/ 968 $68.4K <0.01% -10 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 958 $67.7K 0.01% +419 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 936 $66.2K 0.05% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 701 $50.1K <0.01% -184 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 682 $48.2K <0.01% +46 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 666 $47.1K <0.01% +580 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. 658 $47K <0.01% -5 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 607 $43.4K <0.01% +242 13F-HR/A Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 564 $39.9K 0.01% +540 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 524 $37K <0.01% +218 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 500 $35.3K <0.01% -15 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 495 $35K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 446 $32K <0.01% -71 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 430 $30.4K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 431 $29.3K <0.01% +211 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 350 $24.7K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 252 $17.8K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 250 $17.7K <0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 208 $14.7K <0.01% -268 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 200 $14.1K <0.01% 0 13F-HR/A Timeline City State Bank More: the full row for City State Bank 200 $14.1K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 205 $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 240 $13.4K <0.01% -356 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 189 $13.4K <0.01% +33 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 186 $13.1K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 182 $13K <0.01% +61 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 168 $11.9K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 168 $11.9K <0.01% -144 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 150 $10.6K <0.01% +67 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 155 $10K <0.01% +82 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 141 $9.97K <0.01% +26 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 140 $9.9K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 134 $9.47K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 132 $9.33K <0.01% +62 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 130 $9.19K 0.01% -268 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 127 $8.98K <0.01% 0 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 124 $8.77K <0.01% -175 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 118 $8.34K <0.01% -4,013 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 116 $8.2K <0.01% +10 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 114 $8.06K <0.01% +76 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 113 $7.99K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 106 $7.49K <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 104 $7.35K <0.01% +65 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 98 $6.93K <0.01% +52 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 92 $6.5K <0.01% -3 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 87 $6.15K <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 76 $5.37K <0.01% +42 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 76 $5.37K 0.01% +69 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 75 $5.3K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 75 $5.3K 0.03% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 75 $5.3K <0.01% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 72 $5K <0.01% +56 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 70 $4.95K <0.01% +11 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 70 $4.95K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 62 $4.38K <0.01% +8 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 67 $4K <0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 64 $4K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 50 $3.54K <0.01% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 49 $3.46K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 48 $3.39K <0.01% new 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 47 $3.32K <0.01% +27 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 44 $3.11K <0.01% -500 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 41 $2.9K <0.01% +6 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 38 $2.69K <0.01% +15 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 35 $2.47K <0.01% +4 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 35 $2.47K <0.01% +21 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 34 $2.4K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 33 $2.33K <0.01% -1 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 35 $2.3K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 30 $2.12K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 29 $2.05K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 29 $2.05K <0.01% +27 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 33 $2.04K <0.01% -2 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 28 $1.98K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 28 $1.98K <0.01% -10 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 28 $1.98K <0.01% +16 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 27 $1.91K <0.01% +16 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 25 $1.77K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 24 $1.7K <0.01% +11 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 23 $1.63K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 21 $1.49K <0.01% +17 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 21 $1.48K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 19 $1.34K <0.01% -42 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 15 $1.06K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 26 $1K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 14 $990 <0.01% +11 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 14 $990 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 14 $951 <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 11 $778 <0.01% -6 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 10 $707 <0.01% -60 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 9 $637 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 20 $636 <0.01% +11 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 9 $636 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $594 <0.01% +4 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 8 $566 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 7 $514 <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 6 $424 <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6 $396 <0.01% +2 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $354 <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4 $283 <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4 $283 <0.01% -2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $283 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 4 $283 <0.01% +2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $282 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3 $213 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $213 <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $212 <0.01% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2 $142 <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 147 $104 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -15 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.