Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,465 $203K <0.01% -4,107 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 1,443 $200K <0.01% new 13F-HR Timeline Group SPRUCEGROVE INVESTMENT MANAGEMENT LTD More: the full row for SPRUCEGROVE INVESTMENT MANAGEMENT LTD 1,400 $194K 0.03% 0 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 1,394 $194K <0.01% 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,358 $189K 0.02% 0 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,302 $181K <0.01% +802 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,287 $179K <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,238 $172K <0.01% +10 13F-HR Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 1,215 $169K 0.06% -56 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 875 $121K <0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 857 $119K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 607 $84.3K <0.01% +376 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 568 $78.9K <0.01% -59 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 557 $77.4K <0.01% -383 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 500 $69.4K 0.03% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 430 $59.7K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 409 $56.8K <0.01% +120 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 398 $55.3K <0.01% -49 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 375 $52.1K <0.01% +121 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 316 $43.8K <0.01% 0 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 308 $42.8K <0.01% +2 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 266 $37K <0.01% -21 13F-HR Timeline Group Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 260 $36.1K 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 256 $35.6K <0.01% -71 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 221 $30.7K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 205 $28.5K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 185 $25.7K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 184 $25.6K <0.01% +171 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 173 $24K 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 171 $23.7K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 150 $20.8K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 147 $20.4K <0.01% -35 13F-HR Timeline City State Bank More: the full row for City State Bank 136 $18.9K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 125 $17.4K <0.01% +53 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 122 $17.1K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 120 $16.7K <0.01% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 115 $16K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 104 $14.4K <0.01% -10 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 101 $14K <0.01% +7 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 90 $12.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 89 $12.4K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 83 $11.5K <0.01% +74 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 72 $10K <0.01% +5 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 61 $8.47K <0.01% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 55 $8K <0.01% -158 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 54 $7.5K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 53 $7.36K <0.01% +45 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 52 $7.22K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 50 $6.94K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 51 $6.81K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 48 $6.67K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 47 $6.53K <0.01% +2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 45 $6.25K <0.01% +28 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 43 $5.97K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 41 $5.69K <0.01% +27 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 40 $5.55K <0.01% +2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 35 $4.86K <0.01% +3 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 34 $4.72K <0.01% +5 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 29 $4.03K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 28 $3.89K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 27 $3.75K <0.01% 0 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 24 $3.33K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 21 $2.92K <0.01% +18 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 20 $2.78K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 20 $2.78K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 18 $2.5K <0.01% +2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 17 $2.36K <0.01% 0 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 17 $2.36K <0.01% +4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $2.22K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 15 $2.08K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 16 $2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 12 $1.67K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 11 $1.53K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 11 $1.53K <0.01% +4 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 11 $1.53K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 11 $1.53K <0.01% +6 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10 $1.39K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 10 $1.39K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 8 $1.11K <0.01% 0 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 8 $1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6 $1K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7 $972 <0.01% -7 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 6 $869 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6 $833 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6 $833 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5 $695 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5 $694 <0.01% 0 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 5 $694 <0.01% +2 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4 $565 <0.01% +2 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4 $555 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2 $278 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $139 <0.01% 0 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1 $139 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $139 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $139 <0.01% 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1 $139 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $138 <0.01% new 13F-HR Timeline Group Navigoe, LLC More: the full row for Navigoe, LLC 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.