BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 20,556 $241K <0.01% -837 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 20,494 $240K 0.01% +2,258 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 20,224 $237K 0.17% +1,109 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 19,657 $231K <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 20,144 $226K <0.01% +10,230 13F-HR/A Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 19,179 $225K 0.02% +4,059 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 19,046 $223K <0.01% +1,054 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 19,036 $223K <0.01% +1,541 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 18,327 $216K <0.01% -20,760 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 18,659 $215K <0.01% -112,834 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 17,680 $207K 0.03% +3,731 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 17,686 $203K 0.01% +3,090 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 17,025 $200K 0.11% +3,975 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 16,824 $197K <0.01% -2,997 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 16,760 $197K 0.03% +960 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 16,266 $191K 0.02% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 16,075 $189K <0.01% +5,761 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 15,736 $185K 0.02% -226 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 15,547 $182K <0.01% -713,388 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 15,084 $177K 0.01% +142 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 14,816 $174K 0.01% -29 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 14,386 $169K 0.07% +888 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 13,685 $160K 0.01% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 13,275 $156K 0.01% +3,050 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 12,486 $146K 0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,401 $145K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 12,221 $143K 0.02% -618 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 11,836 $139K 0.03% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,473 $134K <0.01% +259 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 11,410 $134K 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,366 $133K <0.01% 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 11,147 $131K <0.01% +559 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 10,833 $127K <0.01% -2,249 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 10,533 $124K 0.01% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 10,044 $118K 0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 8,386 $98.4K 0.03% +1,474 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 7,943 $93.2K <0.01% +23 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,258 $85.6K 0.01% +1,546 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7,252 $85.1K 0.08% 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,951 $69.8K <0.01% +99 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,922 $69.5K <0.01% +2,805 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 5,952 $69K <0.01% +620 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,701 $55.1K <0.01% +1,842 13F-HR/A Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,605 $54K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,045 $47.4K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,343 $39.2K <0.01% +2,479 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 3,143 $36.9K <0.01% -223 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 3,100 $36.4K 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) 2,955 $34.7K <0.01% -5,502 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,666 $31.3K <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,410 $28.3K <0.01% new 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,395 $28.1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,090 $24.5K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,958 $23K <0.01% +39 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,778 $20.9K <0.01% +260 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,732 $20.3K <0.01% +302 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,457 $17K <0.01% +128 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,130 $13.3K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 841 $9.87K <0.01% -482 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 855 $9.83K <0.01% +200 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 835 $9.79K <0.01% +356 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 813 $9.39K 0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 757 $9K 0.01% +1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 744 $8.73K <0.01% -195 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 734 $8.59K <0.01% +246 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 608 $7.11K <0.01% -1,094 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 601 $7.05K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 600 $7.04K <0.01% 0 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 653 $7K <0.01% -440,000 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 590 $6.92K <0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 588 $6.9K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 575 $6.75K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 434 $5.09K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 446 $4.95K <0.01% 0 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 403 $4.73K <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 400 $4.69K <0.01% new 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 344 $4.04K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 276 $3.24K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 255 $2.83K <0.01% +148 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 235 $2.76K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 224 $2.63K <0.01% 0 13F-HR Timeline Group Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 196 $2.3K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 186 $2.18K <0.01% +65 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 172 $2.02K <0.01% +26 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 161 $1.89K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 152 $1.78K <0.01% +56 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 147 $1.72K <0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 130 $1.52K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 120 $1.41K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 116 $1.36K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 111 $1.3K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 105 $1.23K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 92 $1K <0.01% +46 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 78 $915 <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 67 $786 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 66 $785 0.07% -69,000 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 41 $481 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 33 $387 <0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 20 $235 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 12 $141 <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 9 $106 <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6 $71 <0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $59 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $24 <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $4 <0.01% new 13F-HR Timeline Amount 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.