Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 841 $71.6K <0.01% +472 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 804 $68.5K 0.01% +4 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 780 $66.4K <0.01% -73 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 776 $66.1K <0.01% -2,093 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 765 $65.1K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 686 $58.5K 0.01% +457 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 671 $57.1K 0.01% +368 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) 586 $49.9K <0.01% +208 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 583 $49.6K <0.01% -11 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 572 $48.7K 0.01% +2 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 559 $47.6K <0.01% +175 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 523 $44.5K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 500 $42.6K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 487 $41.5K <0.01% 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 460 $39.2K 0.04% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 417 $35.5K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 415 $35.3K <0.01% +63 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 400 $34.1K <0.01% new 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 386 $32.9K 0.01% +330 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 363 $30.9K <0.01% -263 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 343 $29.2K <0.01% +3 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 321 $27.3K 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 308 $26.2K <0.01% -18 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 300 $25.5K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 275 $23.4K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 275 $23.4K <0.01% -19 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 266 $23K <0.01% -13 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 267 $22.7K 0.01% 0 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 256 $21.8K <0.01% 0 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 230 $19.6K <0.01% -1,254 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 225 $19.2K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 223 $19K <0.01% -155 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 202 $17.2K 0.01% 0 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 200 $17K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 200 $17K <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 194 $16.5K 0.02% 13F-HR/A Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 177 $15.1K <0.01% -5 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 183 $15K <0.01% +22 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 162 $13.8K <0.01% -2 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 159 $13.4K 0.01% +9 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 154 $13.1K <0.01% +95 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 151 $12.9K <0.01% +61 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 138 $11.7K 0.01% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 136 $11.6K 0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 125 $10.6K <0.01% -185 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 121 $10.3K <0.01% 0 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 118 $10K <0.01% -117 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 106 $9.03K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 104 $8.86K <0.01% -24 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 102 $8.68K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 95 $8.09K <0.01% +55 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 88 $7.49K <0.01% +26 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 88 $7.49K <0.01% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 83 $7.07K <0.01% -47 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 82 $6.98K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 81 $6.9K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 79 $6.73K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 79 $6.73K <0.01% +10 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 76 $6.47K <0.01% +7 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 75 $6.39K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 70 $5.96K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 65 $5K <0.01% -536 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 52 $4.43K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 50 $4.26K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 48 $4.09K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 45 $3.83K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 43 $3.66K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 41 $3.49K <0.01% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 39 $3.33K 0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 35 $2.98K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 30 $2.55K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 27 $2.3K <0.01% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 26 $2.21K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $2.13K <0.01% +2 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 24 $2.04K <0.01% 0 13F-HR/A Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 21 $1.79K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20 $1.7K <0.01% -2 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 18 $1.54K <0.01% +6 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 17 $1.45K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 16 $1.36K <0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 13 $1.11K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 13 $1.11K <0.01% -7 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 12 $1.02K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 12 $1.02K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 12 $1.02K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 15 $1K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 13 $1K <0.01% 0 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 13 $1K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 11 $937 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 10 $853 <0.01% +2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $852 <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 7 $596 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6 $511 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 5 $429 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5 $426 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5 $426 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5 $426 <0.01% -45 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $426 <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 5 $426 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 4 $341 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $255 <0.01% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2 $170 <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 0 $71 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 10 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 0 $0 0% -75 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.