KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,484 $68K <0.01% 0 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 4,159 $63K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,988 $61K 0.03% -172 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,358 $51.2K <0.01% -8,182 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,953 $45K <0.01% 0 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,843 $44.1K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,620 $40K <0.01% +2,501 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,413 $36.8K <0.01% -10 13F-HR Timeline Group Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 2,333 $35.6K <0.01% -6,057 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,943 $29.6K <0.01% -38 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 1,863 $28.4K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,520 $23.2K <0.01% -66 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,386 $21.1K <0.01% +296 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,275 $19.4K <0.01% +111 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,214 $19K <0.01% -259 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,200 $18.3K <0.01% 0 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,167 $18K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,137 $17.7K <0.01% +243 13F-HR Timeline Group IAT REINSURANCE CO LTD. More: the full row for IAT REINSURANCE CO LTD. 1,100 $16.8K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,065 $16.2K <0.01% -15 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,044 $15.9K <0.01% +825 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,043 $15.9K <0.01% +12 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 1,032 $15.7K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,020 $15.6K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 988 $15.1K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 992 $15K <0.01% +198 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 938 $14.5K <0.01% +544 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 909 $13.9K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 829 $12.6K <0.01% -180 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 652 $9.94K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 641 $9.78K <0.01% +551 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 624 $9.52K <0.01% +184 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 547 $8.34K <0.01% new 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 470 $7.41K <0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 431 $7K <0.01% -22 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 444 $6.77K <0.01% +79 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 417 $6.36K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 299 $4.56K <0.01% -9 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 268 $4K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 257 $3.92K <0.01% -85 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 244 $3.72K <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 243 $3.71K <0.01% -29 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 239 $3.65K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 223 $3.4K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 175 $2.67K <0.01% 0 13F-HR Timeline Group Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 147 $2.24K <0.01% -15,867 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 137 $2.09K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 120 $1.84K <0.01% -42 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 112 $1.71K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 110 $1.68K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 107 $1.63K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 105 $1.6K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 105 $1.6K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 100 $1.52K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 87 $1.33K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 74 $1.13K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 62 $946 <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 41 $625 <0.01% 0 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 35 $534 <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 33 $503 <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 31 $473 <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 25 $381 <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 25 $381 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 25 $381 <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 24 $366 <0.01% -1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 21 $321 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16 $244 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 12 $183 <0.01% -365 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11 $168 <0.01% +11 13F-HR/A Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 10 $153 <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 8 $122 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7 $107 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 7 $107 <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2 $31 <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 2 $31 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2 $31 <0.01% -97 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2 $30 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $16 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $15 <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 35 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 20 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.