CHOREO, LLC More: the full row for CHOREO, LLC 6,419 $268K <0.01% -1,849 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 6,227 $259K 0.01% -327 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 6,061 $252K <0.01% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,954 $248K 0.03% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 5,854 $243K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5,342 $222K 0.07% -8,317 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 5,232 $218K 0.22% -7,562 13F-HR Timeline BANK OF NOVA SCOTIA TRUST CO in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA TRUST CO 5,159 $215K 0.02% new 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 5,156 $214K <0.01% -550 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,938 $211K 0.01% -2,718 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,029 $209K 0.02% +293 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,024 $209K 0.01% new 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 5,024 $209K <0.01% new 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 4,970 $207K <0.01% 0 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,913 $204K 0.01% +513 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,789 $204K <0.01% -2,273 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 4,555 $189K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,323 $180K <0.01% -565 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,599 $150K <0.01% +771 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,554 $148K <0.01% -443 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,151 $131K <0.01% -200 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 3,000 $125K <0.01% +2,900 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 2,737 $114K <0.01% -5,950 13F-HR/A Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,614 $109K <0.01% -2,033 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,404 $100K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,829 $76K <0.01% -582 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,727 $72K <0.01% +1,225 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,674 $69.6K <0.01% -938 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,583 $65.8K <0.01% -58,409 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,549 $64.4K <0.01% -2,597 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,392 $58K <0.01% 0 13F-HR Timeline Group DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 943 $58K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,324 $55.1K <0.01% -91 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,296 $53.9K 0.01% -1,205 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,277 $53.1K <0.01% +1,222 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,196 $49.7K <0.01% +1,138 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,170 $48.7K <0.01% -1,291 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,146 $47.7K <0.01% +392 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,113 $46.3K <0.01% -537 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,086 $45.2K <0.01% -2,737 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,083 $45K 0.01% 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,058 $44K <0.01% -11 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,000 $41.6K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 969 $40.3K <0.01% -1,743 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 872 $36.3K <0.01% +795 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 758 $31.5K 0.01% -188 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 744 $30.9K <0.01% +116 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 651 $27.1K 0.01% 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 565 $23K <0.01% +163 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 545 $22.7K <0.01% +461 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 508 $21.1K <0.01% -937 13F-HR Timeline Group Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 500 $20.8K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 497 $20.7K <0.01% -359 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 489 $20.3K <0.01% -3 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 423 $17.6K <0.01% -1,082 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 418 $17.4K <0.01% -1,443 13F-HR/A Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 393 $16.3K <0.01% -642 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 362 $15.1K <0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 358 $14.9K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 348 $14.5K <0.01% +286 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 347 $14K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 327 $13.6K <0.01% -297 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 321 $13.3K <0.01% -611 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 312 $13K <0.01% +152 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 290 $12.1K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 313 $11.4K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 270 $11.2K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 251 $10.4K <0.01% -466 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 249 $10.4K <0.01% +246 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 247 $10.3K <0.01% -72 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 241 $10K <0.01% +233 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 227 $9.44K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 217 $9.02K <0.01% new 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 209 $8.69K <0.01% -11 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 200 $8.32K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 202 $8K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 165 $6.86K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 157 $6.52K <0.01% -36 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 159 $6.51K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 146 $6.07K <0.01% -29 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 138 $5.74K <0.01% -287 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 131 $5.45K <0.01% +52 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 126 $5.24K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 110 $4.58K <0.01% 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $4.16K <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 95 $3.96K <0.01% -6 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 85 $3.54K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 83 $3.45K <0.01% -609 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 80 $3.33K <0.01% -97 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 61 $2.55K <0.01% -236 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 61 $2.54K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 56 $2.33K <0.01% -116 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 56 $2.33K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 56 $2.33K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 51 $2.12K <0.01% -41 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 51 $2.12K <0.01% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 55 $2K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 48 $2K <0.01% -19 13F-HR Timeline CX Institutional More: the full row for CX Institutional 42 $2K <0.01% +14 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 48 $2K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 38 $1.58K <0.01% 0 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 34 $1.41K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 32 $1.33K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 31 $1.29K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 31 $1.29K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 28 $1.16K <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 27 $1.12K <0.01% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 26 $1.08K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 24 $998 <0.01% +17 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 21 $873 <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 19 $790 <0.01% +13 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 16 $666 <0.01% -44 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 16 $665 <0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 14 $582 <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 14 $582 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 14 $582 <0.01% -5 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 12 $499 <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 12 $499 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $250 <0.01% +4 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 6 $249 <0.01% +1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $166 <0.01% -3 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3 $125 <0.01% -3 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3 $125 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $125 <0.01% -8 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $84 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $57 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $42 <0.01% -549 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 1 $42 <0.01% -74 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $41 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 11 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.