Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 288,694 $16.8M 7.83% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 286,536 $16.7M <0.01% +16,939 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 227,980 $13.3M <0.01% -33,407 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 172,513 $10M 0.03% +9,000 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 168,065 $9.77M 0.73% +61,369 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 161,246 $9.38M 0.03% +7,747 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 154,303 $8.97M 0.01% -3,590 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 148,870 $8.66M 0.28% -6,812 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 147,633 $8.58M 0.2% -41,393 13F-HR Timeline Corrigan Financial, Inc. More: the full row for Corrigan Financial, Inc. 126,965 $7.38M 1.69% +1,478 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 112,900 $6.56M 2.16% -213 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 105,226 $6.12M <0.01% +8,631 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 95,658 $5.56M <0.01% +14,122 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 88,129 $5.12M 0.6% -27,852 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 69,093 $4.02M 1.52% +3,637 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 60,392 $3.51M 0.05% -1,501 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 57,224 $3.33M <0.01% -10,278 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 50,814 $2.95M 0.12% -691 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 48,922 $2.84M <0.01% 13F-HR/A Timeline Group JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 47,997 $2.79M 0.64% -6,323 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 45,768 $2.66M <0.01% +3,538 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 43,188 $2.51M 0.13% +5,576 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 42,854 $2.49M <0.01% -118,287 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 41,191 $2.39M <0.01% -52,235 13F-HR Timeline Group Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 39,386 $2.29M 0.71% -15 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 37,453 $2.18M 0.09% +22,753 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 32,395 $1.88M <0.01% -5,869 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 32,076 $1.86M 0.02% -381 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 31,626 $1.84M 2.48% -3,483 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 30,796 $1.79M <0.01% +24,041 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 26,782 $1.56M 0.12% -5,554 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 26,830 $1.54M 0.09% +5,430 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 26,020 $1.51M 0.03% -531 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 22,897 $1.33M 1.28% -467 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 22,283 $1.3M <0.01% +2,012 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 19,745 $1.15M 0.26% +3,048 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 19,160 $1.11M 0.03% -109 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 18,507 $1.08M 1.27% -15,104 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 18,505 $1.08M <0.01% +5,377 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 18,357 $1.07M 0.08% +387 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 17,674 $1.03M 0.08% +719 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 16,076 $935K <0.01% +1,201 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 16,067 $934K 0.1% -298 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 14,371 $836K 0.02% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 13,285 $772K <0.01% +3,174 13F-HR Timeline Group NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 12,645 $735K 0.74% +292 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,647 $677K <0.01% +1,993 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,211 $652K <0.01% new 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,148 $648K 0.01% -602 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,039 $625K 0.02% -502 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 10,512 $611K 0.12% +113 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 10,395 $604K 0.12% 0 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 9,620 $559K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,365 $544K 0.01% -10 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 8,923 $519K 0.03% +40 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 8,297 $482K 0.06% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,065 $469K <0.01% +314 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,837 $456K 0.03% +2,086 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,750 $451K <0.01% 0 13F-HR Timeline Group MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 7,645 $444K 0.33% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,608 $442K <0.01% 0 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 7,601 $437K 0.18% -2,957 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 7,435 $432K 0.33% +663 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 7,042 $409K 0.16% 0 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 7,050 $408K 0.04% 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 6,698 $389K 0.02% +27 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,431 $336K 0.02% +70 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,586 $325K 0.01% +118 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,083 $295K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,027 $293K <0.01% +159 13F-HR/A Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,017 $292K 0.02% -11 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 4,890 $284K 0.06% 0 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 4,703 $273K 0.22% -932 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 4,656 $271K 0.02% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,373 $254K <0.01% 0 13F-HR/A Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 4,286 $249K 0.11% +271 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,105 $239K 0.01% -569 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 4,068 $237K 0.03% -700 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,920 $227K 0.04% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,853 $224K 0.07% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,600 $209K 0.06% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,586 $208K 0.03% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,463 $201K 0.02% +78 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,074 $179K 0.06% +879 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,810 $163K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,527 $147K 0.02% 0 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,290 $133K <0.01% +18 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,695 $98.5K 0.03% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,580 $91.9K 0.04% -11 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,500 $87.2K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,460 $84.9K <0.01% -7,885 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,455 $84.6K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,265 $73.5K <0.01% +320 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,051 $61.1K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,023 $59.5K <0.01% +58 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 984 $57.2K <0.01% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 964 $56K <0.01% 0 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 717 $41.7K 0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 615 $35.8K 0.02% 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 552 $32.1K <0.01% -36,356 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 500 $29.1K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 451 $26.2K 0.02% 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 408 $24K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 350 $20.3K <0.01% -20 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 300 $17.2K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 293 $17K 0.01% +6 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 276 $16K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 244 $14.2K <0.01% 0 13F-HR Timeline Group Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 210 $12.2K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 197 $11.5K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 180 $10.5K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 178 $10.3K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 168 $9.77K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 165 $9.59K <0.01% -79,228 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 156 $9.04K <0.01% +11 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 100 $5.81K <0.01% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 98 $5.7K <0.01% -10 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 76 $4.42K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 70 $4.07K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 63 $3.66K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 57 $3.31K <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 57 $3.31K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 50 $2.91K <0.01% 0 13F-HR Timeline