Access Investment Management LLC More: the full row for Access Investment Management LLC 4,500 $476K 0.14% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 4,488 $475K <0.01% +461 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 4,452 $474K <0.01% -3,730 13F-HR Timeline Group Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 4,363 $462K 0.25% -13 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,238 $448K 0.01% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,181 $442K <0.01% -1,529 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,907 $413K <0.01% -918 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3,900 $411K 0.16% 0 13F-HR Timeline TradeLink Capital LLC More: the full row for TradeLink Capital LLC 3,882 $411K 4.05% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,699 $391K 0.08% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,671 $388K <0.01% +338 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,531 $374K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,520 $372K 0.01% -20 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,516 $372K <0.01% +146 13F-HR/A Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,460 $366K 0.03% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,391 $359K 0.07% -236 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,349 $352K <0.01% +599 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,295 $349K <0.01% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,295 $349K 0.03% +363 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 3,282 $347K 0.01% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,160 $334K 0.22% -25 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 3,097 $328K <0.01% -570 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,061 $324K <0.01% +2,254 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,971 $314K 0.01% +2,885 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,963 $314K 0.04% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,957 $313K <0.01% +26 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,938 $311K 0.03% -88 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 2,934 $310K <0.01% -3,269 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,810 $297K 0.01% +832 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,808 $297K 0.04% -1,385 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,750 $291K 0.03% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,729 $289K <0.01% 0 13F-HR Timeline Group Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 2,700 $286K 0.16% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,664 $282K 0.03% +84 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,633 $279K 0.01% -165 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,630 $278K <0.01% new 13F-HR Timeline Sandia Investment Management LP More: the full row for Sandia Investment Management LP 2,500 $265K 0.5% -2,500 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,497 $264K <0.01% +1,038 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,495 $264K 0.06% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,495 $264K 0.03% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,370 $251K 0.1% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,364 $250K 0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,276 $241K 0.03% +156 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,271 $240K 0.07% -221 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,215 $234K <0.01% -483 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,210 $234K 0.01% new 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 2,110 $223K <0.01% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 2,106 $223K <0.01% -50,803 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,104 $223K 0.01% new 13F-HR Timeline Group Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,086 $221K 0.58% 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,020 $214K <0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,992 $211K 0.01% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,904 $201K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,745 $185K 0.01% +9 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,624 $172K 0.02% +44 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,600 $169K 0.04% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,549 $164K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,495 $158K <0.01% +611 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,146 $124K <0.01% -70 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,116 $118K <0.01% -27 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,000 $106K 0.06% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 850 $89.9K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 802 $84.9K <0.01% +113 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 798 $84.4K 0.01% +185 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) 660 $69.8K <0.01% -1,067 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 597 $63.2K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 575 $60.8K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 546 $57.8K <0.01% +18 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 544 $57.6K 0.04% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 512 $54.2K 0.05% 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 472 $49.9K 0.01% +70 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 452 $47.8K <0.01% -67 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 445 $47.1K <0.01% -555 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 407 $43.8K <0.01% new 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 404 $43.4K <0.01% 0 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 400 $42.3K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 386 $41K <0.01% +40 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 367 $38.8K <0.01% +25 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 364 $38.5K <0.01% +230 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 318 $33.6K <0.01% +194 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 309 $32.7K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 306 $32.4K <0.01% -24 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 300 $31.7K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 285 $30.2K 0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 283 $29.9K <0.01% -21 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 275 $29.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covestor Ltd More: the full row for Covestor Ltd 276 $29K 0.02% +153 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 272 $28.6K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 256 $27.1K <0.01% +241 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 241 $25.5K <0.01% 0 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 236 $25K 0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 224 $23.7K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 218 $23.1K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 198 $21K <0.01% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 197 $20.8K <0.01% -27 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 194 $20.5K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 191 $20.2K <0.01% +42 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 187 $19.7K <0.01% -25 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 186 $19.7K 0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 155 $16.4K 0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 148 $15.7K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 134 $14.2K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 104 $11K 0.01% 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $10.6K <0.01% -600 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 100 $10.6K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 75 $7.94K <0.01% -25 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 63 $6.67K <0.01% -67 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 61 $6.45K <0.01% +27 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 61 $6.44K <0.01% +1 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 59 $6.36K <0.01% -57 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 60 $6.35K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 53 $5.61K <0.01% +3 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 52 $5.5K <0.01% -13 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 45 $4.72K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 40 $4.28K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 37 $3.92K <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 37 $3.92K <0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 33 $3.49K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 33 $3.49K <0.01% -41 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 31 $3.28K <0.01% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 32 $3K <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 32 $3K <0.01% +8 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 27 $2.86K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 24 $2.54K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 21 $2.22K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 21 $2.22K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 13 $1.4K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 13 $1.38K <0.01% new 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 10 $1.06K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8 $847 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $635 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $635 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $530 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $530 <0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $212 <0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2 $212 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $212 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $106 <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1 $106 <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.