Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 25,000 $218K 0.03% -20,000 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 23,457 $205K <0.01% -285 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) 23,450 $205K 0.01% +17,474 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 22,812 $199K 0.15% -156 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 22,068 $193K 0.64% -65 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 21,937 $192K <0.01% +1,166 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 21,856 $189K 0.02% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 21,162 $185K 0.02% new 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 20,650 $180K <0.01% +10,650 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 20,494 $179K <0.01% 0 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 20,000 $175K 0.1% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 19,881 $174K <0.01% 0 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 19,601 $171K 0.03% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 19,500 $170K 0.01% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 18,970 $166K 0.07% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 18,765 $164K 0.11% +18,733 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 17,877 $156K <0.01% +3,693 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 20,690 $155K 0.01% -14,280 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 17,677 $154K <0.01% +799 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,349 $151K <0.01% +1,889 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 16,290 $146K 0.03% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 16,658 $145K 0.01% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 16,230 $142K 0.1% new 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 15,945 $139K <0.01% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 15,800 $138K 0.07% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 15,505 $135K 0.04% +338 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 14,800 $129K 0.01% -4,000 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 14,597 $127K <0.01% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 14,438 $126K <0.01% new 13F-HR/A Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 14,340 $125K <0.01% +171 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 14,000 $122K 0.01% +3,000 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 13,550 $118K <0.01% +2,180 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 13,394 $117K <0.01% +1,334 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 13,015 $114K <0.01% +44 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 13,000 $113K 0.04% -7,803 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 14,575 $113K 0.1% +2,492 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 12,444 $110K 0.01% -1,068 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 12,501 $109K <0.01% 0 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 12,240 $107K 0.01% new 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 11,774 $103K 0.01% new 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 11,368 $99.2K <0.01% -12,499 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,140 $97.3K <0.01% new 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 8,227 $71.8K <0.01% -133 13F-HR Timeline Group BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 6,334 $55K <0.01% new 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 5,377 $46.9K <0.01% -774 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 4,829 $42K <0.01% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 4,300 $37.5K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,602 $31.4K <0.01% +2,452 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,241 $28.3K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,029 $26.4K <0.01% -5,014 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,744 $24K <0.01% +1,196 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2,631 $23K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,348 $21.4K 0.02% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,433 $21.2K <0.01% +613 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,295 $20K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,178 $19K <0.01% +1,606 13F-HR/A Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 2,174 $19K <0.01% -8,620 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,060 $17.4K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,868 $16.3K 0.03% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,625 $14.2K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,500 $13.1K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,335 $11.7K <0.01% -183 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,173 $10.2K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,162 $10.1K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,200 $10K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,000 $8.73K <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 932 $8.14K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 837 $7.31K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 811 $7.08K <0.01% +475 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 742 $6.77K <0.01% +657 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 720 $6.29K <0.01% +497 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 682 $5.95K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 631 $5.51K <0.01% +24 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 605 $5.28K <0.01% +160 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 526 $4.59K <0.01% +134 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 500 $4.37K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 400 $3.49K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 382 $3.33K <0.01% +13 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 376 $3.28K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 300 $3K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 311 $2.84K <0.01% new 13F-HR/A Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 300 $2.62K <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. 265 $2.31K <0.01% +220 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 281 $2.14K <0.01% new 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 231 $2.01K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 275 $2K <0.01% -25 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 189 $1.65K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 175 $1.53K <0.01% +153 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 174 $1.52K <0.01% -141 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 170 $1.49K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 131 $1.14K <0.01% -42 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 120 $1.05K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 120 $1.05K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 115 $1K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 111 $969 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 100 $873 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 97 $847 <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 88 $769 <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 98 $722 <0.01% +47 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 57 $498 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 53 $463 <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 43 $375 <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 28 $244 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 22 $193 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $18 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.