HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 689 $104K <0.01% -134 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 610 $101K 0.02% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 667 $100K <0.01% +309 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 590 $98.7K <0.01% +182 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 638 $96K <0.01% new 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 610 $91.8K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 572 $86.1K 0.01% -377 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 552 $83.1K 0.02% -2,010 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 534 $80.4K <0.01% -18,748 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 528 $79.5K <0.01% 0 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 526 $79.2K <0.01% -7,126 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 500 $75.3K <0.01% -15,255 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 479 $74.5K <0.01% -14,848 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 482 $72.6K 0.01% +322 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 474 $71.4K <0.01% +216 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 456 $68.6K <0.01% +348 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 445 $67K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 438 $65.9K <0.01% -86 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 403 $60.7K <0.01% +14 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 395 $60K 0.04% -43 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 394 $59.3K <0.01% +4 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 394 $59K <0.01% -1,625 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 391 $58.9K 0.01% -195 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 359 $55.8K 0.01% -100 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 331 $48.3K 0.01% +30 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 298 $44.9K <0.01% -2 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 286 $43K <0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 268 $40.3K <0.01% -533 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 264 $39.7K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 246 $37K 0.03% -17 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 223 $36.2K <0.01% +4 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 235 $36K <0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 233 $35.1K 0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 225 $33.9K <0.01% -2,172 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 224 $33.7K <0.01% -14 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 220 $33.1K <0.01% -31 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 217 $32.7K <0.01% -170 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 223 $32.6K <0.01% +69 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 209 $31.5K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 203 $30.6K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 197 $29.7K <0.01% -12 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 190 $28.6K <0.01% -15 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 190 $28.6K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 188 $28.3K 0.01% +30 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 178 $26.8K 0.01% +86 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 176 $26.5K <0.01% -93 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 176 $26.5K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 174 $26.2K <0.01% +144 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 160 $24.1K <0.01% +4 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 151 $22.7K <0.01% -588 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 145 $21.8K <0.01% 0 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 144 $21.7K <0.01% -9,144 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 137 $20.6K <0.01% +46 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 146 $20K 0.01% -44 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 131 $19.7K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 111 $16.7K <0.01% +70 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 107 $16.1K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 98 $14.8K <0.01% -1,023 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 99 $14K <0.01% +8 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 91 $13.7K <0.01% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 89 $13.4K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 89 $13.4K 0.01% -17 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 110 $12.7K <0.01% -34 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 83 $12.5K 0.01% -79 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 81 $12.2K 0.01% -5,442 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 81 $12.2K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 80 $12K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 79 $11.9K <0.01% +50 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 77 $11.6K <0.01% +70 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 71 $10.7K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 70 $10.5K <0.01% -13 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 63 $9.48K <0.01% +61 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 63 $9.48K <0.01% +13 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 60 $9.03K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 60 $9.03K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 59 $8.88K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 58 $8.73K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 57 $8.56K <0.01% -1 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 56 $8.43K <0.01% -4 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 56 $8.43K <0.01% -330 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 55 $8.28K <0.01% +53 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 55 $8.28K 0.01% 0 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 49 $7.38K <0.01% -75,362 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 47 $7.04K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 46 $6.92K <0.01% -5 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 46 $6.92K <0.01% +1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 44 $6.62K <0.01% 0 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 43 $6.47K <0.01% +12 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 42 $6.32K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 38 $5.72K <0.01% +17 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 38 $5.72K <0.01% -776 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 38 $5.72K <0.01% +7 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 34 $5.12K <0.01% +34 13F-HR Timeline FJARDE AP-FONDEN /FOURTH SWEDISH NATION… More: the full row for FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 30 $5K <0.01% -9,800 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 31 $4.67K <0.01% 0 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 29 $4.37K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 28 $4.21K <0.01% -39 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 26 $3.91K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 38 $3.91K <0.01% +12 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 25 $3.76K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 24 $3.61K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 21 $3.16K <0.01% -5 13F-HR/A Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 21 $3.16K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 28 $3.05K <0.01% +15 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 20 $3.01K <0.01% +12 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 19 $2.86K <0.01% -8 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 19 $2.86K <0.01% -482 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 19 $2.86K <0.01% +17 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 17 $2.56K <0.01% +13 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 16 $2.41K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 15 $2.26K <0.01% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 15 $2.26K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 14 $2.11K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 14 $2.11K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 14 $2.11K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 13 $1.97K <0.01% -1 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 12 $1.75K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 11 $1.66K <0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 10 $1.5K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 9 $1.35K <0.01% +8 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9 $1.35K <0.01% -9 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 9 $1.35K <0.01% -10 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 9 $1.35K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 9 $1.35K <0.01% -15 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 8 $1.2K <0.01% -31 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 8 $1.2K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 7 $1.05K <0.01% +6 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 7 $1.05K <0.01% -7 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 9 $1K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6 $903 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4 $603 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4 $603 <0.01% -2 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4 $602 <0.01% +2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3 $452 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $452 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3 $452 <0.01% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3 $452 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $452 <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3 $451 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $417 <0.01% -2 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 2 $302 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $301 <0.01% +1 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2 $301 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2 $301 <0.01% 0 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1 $191 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1 $151 <0.01% -95 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1 $151 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $151 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $151 <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 0 $35 <0.01% -2 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -735 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.