RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 29,898 $240K <0.01% +2,884 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 28,974 $233K <0.01% +1,237 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 28,560 $229K <0.01% +4,380 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 28,386 $228K 0.01% +35 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 27,685 $222K <0.01% +12,053 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 26,970 $220K <0.01% -17,315 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 25,876 $208K <0.01% -100 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 25,590 $205K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 25,473 $205K <0.01% +3,691 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 25,089 $201K 0.16% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 24,269 $195K 0.01% +3,490 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 23,236 $187K 0.01% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 22,947 $184K 0.03% +5,815 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 22,898 $184K 0.02% -49,164 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 22,423 $180K 0.03% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 21,935 $176K <0.01% +11,437 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 21,669 $174K <0.01% new 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 21,568 $173K <0.01% +9,585 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,819 $167K <0.01% +1,437 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 20,511 $165K 0.08% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 20,011 $161K <0.01% +54 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 20,000 $161K 0.08% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 19,742 $159K 0.01% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 19,500 $157K 0.01% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 19,314 $155K <0.01% +1,303 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 19,131 $154K 0.1% -236 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 20,690 $153K 0.01% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 18,580 $149K <0.01% +6,800 13F-HR Timeline Group Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 18,290 $147K 0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 17,998 $145K <0.01% 0 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,360 $139K <0.01% -39,900 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 17,160 $138K <0.01% +16,644 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 17,124 $138K 0.03% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 17,736 $137K 0.08% +2,288 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 16,222 $130K <0.01% +986 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 16,085 $129K <0.01% new 13F-HR Timeline Group Cache Advisors, LLC More: the full row for Cache Advisors, LLC 15,937 $128K 0.02% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 15,858 $127K <0.01% 0 13F-HR Timeline Group Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 15,800 $127K 0.04% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 15,327 $123K 0.03% +60 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 15,126 $121K 0.01% +7,308 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 14,900 $120K 0.01% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 14,851 $120K 0.01% -32,039 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 14,340 $115K <0.01% 0 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) 14,197 $114K <0.01% -35,597 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 14,000 $112K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 13,778 $111K <0.01% -3,100 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 13,015 $105K <0.01% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 12,970 $104K <0.01% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 12,501 $100K <0.01% 0 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 12,487 $100K 0.02% new 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 12,305 $98.8K 0.12% -105,820 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 12,113 $97K <0.01% -136,251 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 11,728 $94.2K <0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,461 $92K <0.01% new 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 11,250 $91K <0.01% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 11,185 $89.8K 0.01% 0 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 11,125 $89.3K <0.01% -41,662 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,862 $87.2K <0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,673 $85.7K <0.01% new 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 10,030 $80.5K 0.04% -3,495 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 10,025 $80.5K 0.04% 0 13F-HR Timeline EQUITEC PROPRIETARY MARKETS, LLC More: the full row for EQUITEC PROPRIETARY MARKETS, LLC 10,000 $80.3K 0.48% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 5,114 $41.1K <0.01% +2,089 13F-HR Timeline Group Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 4,960 $39.8K 0.01% -22,095 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,584 $36.8K <0.01% -149 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 4,309 $34.6K <0.01% -422 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 4,300 $34.5K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,768 $30.3K 0.01% +3,738 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,543 $28.4K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,500 $28.1K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,483 $28K <0.01% +242 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,223 $25.9K <0.01% +1,038 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,139 $25.2K <0.01% -320 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,660 $21K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2,310 $19K 0.01% -838 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,270 $18.7K <0.01% +1,384 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,295 $18.4K <0.01% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,280 $18.3K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,868 $15K 0.03% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,816 $15K <0.01% -393 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,603 $12.9K <0.01% +859 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,500 $12K <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 1,362 $10.9K <0.01% +25 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,300 $10.4K <0.01% +1,161 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,162 $9.33K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,132 $9.09K <0.01% +30 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,200 $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 1,086 $8.63K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 989 $7.94K <0.01% -52,796 13F-HR Timeline Group Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 969 $7.78K <0.01% -11,246 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 910 $7.31K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 900 $7.23K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 837 $7K <0.01% +562 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 837 $6.72K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 690 $5.54K <0.01% -150 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 682 $5.48K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 572 $4.59K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 450 $3.61K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 416 $3.34K <0.01% +38 13F-HR/A Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 400 $3.21K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 376 $3.02K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 359 $2.88K <0.01% +242 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 302 $2.42K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 300 $2.41K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 254 $2.04K <0.01% +84 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 300 $2K <0.01% 0 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 230 $1.85K <0.01% -7,859 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 204 $1.64K <0.01% -759 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 201 $1.61K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 200 $1.61K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 189 $1.52K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 145 $1.16K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 129 $1.04K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 120 $964 <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 115 $923 <0.01% +40 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 115 $920 <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. 102 $819 <0.01% -230 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 100 $802 <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 97 $779 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 96 $771 <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 83 $666 <0.01% new 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 76 $610 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 75 $602 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 72 $579 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 60 $482 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 54 $434 <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 38 $305 <0.01% +37 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 35 $267 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20 $161 <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 19 $144 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $46 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $32 <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 122 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.