First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,138 $248K 0.14% +238 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,123 $246K 0.02% +67 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,106 $244K <0.01% +168 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,084 $244K 0.01% 0 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,091 $243K <0.01% +35 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,043 $237K <0.01% +129 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,042 $237K 0.01% +4 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,025 $235K 0.15% -100 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,000 $232K 0.02% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,999 $232K 0.04% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,954 $229K <0.01% -89 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,964 $228K 0.07% 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,947 $226K 0.09% new 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,938 $225K <0.01% 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,915 $222K 0.01% +16 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,886 $219K 0.01% +27 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,872 $217K 0.01% -55 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,842 $214K 0.01% -163 13F-HR Timeline Group DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 1,839 $213K 0.03% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,801 $209K 0.06% +113 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 1,785 $207K <0.01% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,770 $205K <0.01% 0 13F-HR Timeline Group Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 1,765 $205K 0.06% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,749 $203K <0.01% -56 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 1,760 $202K <0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,730 $201K 0.01% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,575 $183K 0.02% 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,565 $182K 0.05% +65 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,467 $170K <0.01% +6 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,466 $170K <0.01% +90 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,383 $160K <0.01% -74 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,257 $146K <0.01% +43 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,229 $143K <0.01% -17 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,226 $142K <0.01% +36 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 1,135 $132K 0.01% -465 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,065 $125K 0.01% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,043 $121K 0.01% -44 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 983 $114K <0.01% +28 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 938 $109K <0.01% +131 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 933 $108K <0.01% -709 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 900 $104K 0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 896 $104K 0.01% +115 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 883 $102K 0.07% -2,132 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 839 $97.4K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 833 $95.5K 0.01% +1 13F-HR Timeline Swedbank AB in group Swedbank AB More: the full row for Swedbank AB 822 $95.4K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 716 $83.1K 0.02% +313 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 675 $75K <0.01% -12 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 627 $72.8K 0.01% +3 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 621 $72K 0.05% -213 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 562 $65.2K <0.01% -134 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 558 $64.7K <0.01% +384 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 554 $64K <0.01% -1,000 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 550 $63.8K 0.04% -400 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 531 $61K 0.01% +132 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 468 $59.9K <0.01% -767 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 511 $59.3K 0.01% -623 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 500 $58K 0.01% -500 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 429 $50K 0.02% -70 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 422 $48.9K 0.1% +18 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 405 $47K <0.01% +14 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 402 $46.6K <0.01% -2 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 385 $44.7K <0.01% -32 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 382 $44.3K <0.01% +206 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 370 $42.9K <0.01% +7 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 369 $42.8K 0.01% -461 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 360 $41.8K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 340 $39.5K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 335 $39.2K 0.02% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 328 $38.1K 0.02% -100 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 328 $38.1K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 321 $37.2K <0.01% +10 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 333 $37K <0.01% +26 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 300 $34.8K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 300 $34.8K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 284 $33K <0.01% +12 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 281 $32K <0.01% -304 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 270 $31.3K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 269 $31.2K <0.01% +48 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 262 $30.4K 0.03% 13F-HR/A Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 250 $29K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 250 $29K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 249 $29K <0.01% +3 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 245 $28.4K <0.01% +114 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 226 $26.2K <0.01% +98 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. National Pension Service More: the full row for National Pension Service 225 $26.1K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 206 $23.9K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 202 $22.4K <0.01% +54 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 175 $20.3K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 172 $20K <0.01% +8 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 167 $19.4K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 149 $17.3K <0.01% -1 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 140 $16.2K <0.01% +1 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 140 $16.2K 0.01% +40 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 130 $15.1K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 126 $14.6K <0.01% -2,742 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 125 $14.5K <0.01% +25 13F-HR/A Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 123 $14.3K <0.01% +3 13F-HR Timeline Group PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 110 $12.8K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 100 $11.6K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 100 $11.6K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 96 $11.1K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 92 $10.6K <0.01% -19 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 87 $10.2K <0.01% 0 13F-HR/A Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 85 $9.86K 0.01% 0 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 80 $9.28K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 75 $8.7K <0.01% 0 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 72 $8.36K <0.01% -42 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 68 $7.89K <0.01% -13 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 66 $7.66K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 60 $7K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 57 $7K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 57 $6.61K <0.01% +47 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 50 $5.8K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 50 $5.8K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 41 $4.76K <0.01% new 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 38 $4.15K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 34 $3.94K <0.01% -897 13F-HR/A Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 32 $3.71K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 30 $3.47K <0.01% +2 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 28 $3.25K <0.01% -40 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 26 $3.02K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 25 $2.98K <0.01% +2 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 25 $2.98K <0.01% +2 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 25 $2.95K <0.01% +5 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 24 $2.79K <0.01% 0 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 22 $2.55K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 22 $2.55K <0.01% +8 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 22 $2.55K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 21 $2.43K <0.01% +6 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 19 $2.21K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 18 $2.09K <0.01% -28 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 17 $1.97K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 15 $1.74K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 15 $1.74K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11 $1.28K <0.01% -21 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 10 $1.16K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 10 $1.16K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 10 $1.16K <0.01% -15 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 9 $1.04K <0.01% +4 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9 $1.04K <0.01% +2 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 9 $1K <0.01% 0 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6 $1K <0.01% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 7 $865 <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7 $812 <0.01% +2 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 6 $703 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 6 $697 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6 $696 <0.01% -7 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 6 $696 <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $581 <0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4 $464 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3 $342 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $232 <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2 $185 <0.01% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1 $116 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $116 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $76 <0.01% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.