Jacobs Equity LLC More: the full row for Jacobs Equity LLC 10,700 $118K 0.11% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10,610 $117K 0.01% +7,125 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 10,493 $115K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 10,477 $115K 0.08% -9,710 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 10,439 $115K 0.02% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,403 $114K <0.01% +3,977 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 10,269 $113K <0.01% -3,726 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 10,183 $112K 0.01% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 10,142 $112K <0.01% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 10,096 $111K 0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 10,045 $110K 0.01% -1,983 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 10,000 $110K <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 9,674 $106K <0.01% +887 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 8,767 $96.4K <0.01% +2,225 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 8,061 $88.7K <0.01% +7,424 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,929 $87.2K 0.01% +306 13F-HR Timeline Group Walnut Level Capital LLC More: the full row for Walnut Level Capital LLC 80,000 $80K 0.09% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,000 $77K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,667 $73.3K <0.01% +1,393 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,531 $71.8K <0.01% +298 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,325 $69.6K <0.01% +1,585 13F-HR/A Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 5,525 $64.7K 0.01% +4,769 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 5,491 $60.4K <0.01% +3,687 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,000 $55K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,911 $54K 0.01% -641 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 4,890 $53.8K <0.01% -546,283 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,832 $53.2K 0.02% +2,311 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,418 $49K <0.01% -212,412 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,788 $41.7K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 3,488 $38.4K <0.01% +938 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,460 $38.1K <0.01% +284 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,449 $37.9K 0.01% -2,204 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,386 $37.2K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,209 $35.3K 0.04% -22,277 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,196 $35.2K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,365 $26K <0.01% +106 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,300 $25.3K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,275 $25K <0.01% -2,870 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,182 $24K <0.01% -10 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,001 $22K <0.01% -336 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,932 $21.3K <0.01% +1,029 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,769 $19.5K 0.02% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,623 $17.9K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,615 $17.8K <0.01% +439 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,563 $17.2K <0.01% +415 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,350 $14.8K <0.01% +870 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,345 $14.8K <0.01% +455 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,337 $14.7K <0.01% +6 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,255 $13.8K <0.01% -12,745 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,216 $13.4K <0.01% +572 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,174 $12.2K <0.01% -1,359 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,062 $11.7K <0.01% +596 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,061 $11.7K 0.01% +909 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,017 $11.2K <0.01% -3,131 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 950 $10.4K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 913 $10K <0.01% +93 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 866 $9.53K <0.01% -59 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 765 $8.41K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 750 $8.25K <0.01% +30 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 742 $8.16K <0.01% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 741 $8.15K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 736 $8.1K <0.01% +563 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 702 $7.72K <0.01% new 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 623 $6.85K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 607 $6.68K <0.01% -47 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 588 $6.47K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 526 $5.79K <0.01% +343 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 510 $5.61K 0.03% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 500 $5.5K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 459 $4.69K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 398 $4.38K <0.01% +240 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 393 $4.32K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 362 $3.98K <0.01% +15 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 344 $3.78K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 300 $3.3K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 299 $3.29K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 299 $3.29K <0.01% +50 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 295 $3.25K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 328 $3K <0.01% 0 13F-HR/A Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 256 $2.81K <0.01% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 239 $2.63K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 216 $2.38K <0.01% +113 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 215 $2.37K <0.01% +51 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 177 $1.95K <0.01% 0 13F-HR Timeline Group CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 167 $1.84K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 155 $1.71K <0.01% +33 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 153 $1.68K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 150 $1.65K <0.01% +115 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 133 $1.46K <0.01% +12 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 133 $1.46K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 130 $1.43K <0.01% -1,043 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 112 $1.23K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 108 $1.19K <0.01% -207 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 103 $1.1K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 100 $1.1K <0.01% +24 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 106 $1.09K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 96 $1.06K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 96 $1.06K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 95 $1.04K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 88 $968 <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 82 $902 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 73 $803 <0.01% +50 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 72 $792 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 62 $682 <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 58 $640 <0.01% -302 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 54 $594 <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 42 $462 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 39 $429 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 35 $385 <0.01% -137 13F-HR Timeline Group Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 31 $341 <0.01% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 29 $319 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 28 $308 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 28 $308 <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 27 $297 <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 27 $297 <0.01% +24 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 23 $253 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 18 $208 <0.01% -1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 16 $176 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 7 $77 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2 $22 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $11 <0.01% 0 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $3 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 78 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 47 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.