Indivisible Partners More: the full row for Indivisible Partners 19,980 $190K 0.02% +4,108 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 19,924 $189K 0.03% new 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 18,731 $178K <0.01% -462,939 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,646 $168K <0.01% new 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 17,053 $162K <0.01% +2,912 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 16,339 $155K 0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 16,140 $153K 0.01% -9,859 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 16,054 $153K 0.04% -5,144 13F-HR Timeline 111 Capital More: the full row for 111 Capital 16,020 $152K 0.04% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 15,774 $150K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 15,417 $146K 0.02% +1,710 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 15,417 $146K 0.02% +3 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 13,587 $146K <0.01% new 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 15,303 $145K <0.01% +20 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 15,284 $145K <0.01% +2,108 13F-HR/A Timeline Group Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 14,756 $140K 0.04% 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 14,671 $139K 0.01% +2,415 13F-HR Timeline Group Impact Investors, Inc More: the full row for Impact Investors, Inc 14,476 $138K 0.1% -12,249 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 14,427 $137K 0.01% +2,580 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,402 $137K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 14,255 $135K <0.01% +116 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 14,133 $134K <0.01% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 14,026 $133K <0.01% +893 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,858 $132K <0.01% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 13,036 $130K <0.01% +2,038 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 13,171 $125K <0.01% -29,222 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 13,137 $125K <0.01% +8,406 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRUST POINT INC. More: the full row for TRUST POINT INC. 12,898 $123K 0.01% -543 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 12,734 $121K <0.01% new 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 12,636 $120K 0.01% +7,215 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,521 $109K <0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,309 $107K <0.01% new 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 10,720 $102K 0.03% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 10,333 $98.2K 0.3% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10,047 $95.4K <0.01% +5,348 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 10,041 $95K 0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,811 $93.2K <0.01% +416 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 9,686 $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 8,548 $81.2K <0.01% +4,270 13F-HR/A Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,608 $72.3K <0.01% +4,460 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 7,101 $67.5K 0.02% -703 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,959 $66.1K 0.01% -3,511 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,200 $65.7K 0.02% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,730 $63.9K <0.01% +5,865 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,510 $61.9K <0.01% +6,332 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,701 $54.2K <0.01% +453 13F-HR/A Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 5,465 $51.9K <0.01% -210 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,201 $49.4K <0.01% +2,743 13F-HR/A Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,586 $44K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,623 $43.9K <0.01% -733 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 4,490 $42.7K <0.01% +1,826 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,757 $35.7K <0.01% -2,166 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 3,424 $32.5K <0.01% -5 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,189 $30.3K <0.01% +432 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,002 $29.4K <0.01% +1,822 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,135 $29.2K <0.01% +2,100 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,985 $28.4K <0.01% -1,839 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. 2,687 $25.5K <0.01% +2,500 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,497 $23.7K <0.01% +2,175 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 2,404 $23K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,218 $21.1K 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,124 $20.2K <0.01% +1,819 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) 2,123 $20.2K <0.01% -3,618 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,059 $19.6K <0.01% +1,646 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,928 $18.3K 0.01% +1,104 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,610 $15.3K <0.01% -388 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,591 $15.1K <0.01% +164 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,095 $14.6K <0.01% -1,166 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,372 $13K <0.01% -504 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,364 $13K <0.01% -9 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,315 $12.5K <0.01% 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,266 $12K <0.01% +959 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,003 $9.53K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 925 $9.2K <0.01% +647 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 904 $8.59K <0.01% +892 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 750 $7.12K <0.01% +427 13F-HR Timeline Quarry LP More: the full row for Quarry LP 732 $6.95K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 722 $6.86K <0.01% +659 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 697 $6.62K <0.01% +493 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 665 $6K <0.01% +65 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 551 $5.23K <0.01% -681 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 550 $5.22K <0.01% +320 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 398 $3.78K <0.01% +346 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 370 $3.52K <0.01% new 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 304 $2.89K <0.01% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 306 $2.88K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 247 $2.66K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 252 $2.39K <0.01% +113 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 231 $2.19K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 220 $2.09K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 188 $1.79K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 139 $1.32K <0.01% +67 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 102 $969 <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 90 $855 <0.01% 0 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 79 $750 <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 72 $684 <0.01% -119 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 66 $627 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 60 $570 <0.01% -58 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 49 $466 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 45 $428 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 45 $428 <0.01% -442 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 36 $342 <0.01% +4 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 24 $228 <0.01% +21 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 22 $209 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16 $152 <0.01% -72 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $143 <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10 $95 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 8 $76 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $30 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3 $29 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $19 <0.01% +1 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2 $19 <0.01% -4 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $10 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1 $10 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $10 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $10 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1 $10 <0.01% -1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 50 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 17 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. 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.