CX Institutional More: the full row for CX Institutional 2,634 $244K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,622 $244K <0.01% +890 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 2,629 $243K -56,080 Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,600 $240K <0.01% -100 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 2,600 $240K <0.01% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,539 $235K <0.01% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,519 $233K <0.01% 0 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 2,392 $221K 0.04% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,388 $221K 0.03% -124 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,379 $220K 0.03% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,371 $219K 0.02% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,347 $217K 0.01% +311 13F-HR/A Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,284 $211K <0.01% new 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,281 $211K 0.05% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,478 $204K 0.03% -6 13F-HR/A Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 2,172 $201K 0.03% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,168 $200K <0.01% +1,024 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,154 $199K <0.01% +151 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,101 $194K 0.01% +114 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) 2,095 $194K 0.01% -7,906 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,023 $187K 0.13% -20 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,966 $182K 0.01% -62 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,796 $166K 0.01% +178 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,675 $155K 0.01% +1 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,665 $154K <0.01% -161 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,613 $149K <0.01% +811 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,502 $139K <0.01% +34 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,433 $132K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,364 $126K <0.01% +7 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,346 $124K <0.01% +42 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,288 $119K <0.01% -607 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 1,177 $109K 0.03% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,154 $107K 0.02% -1,501 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,024 $94.7K <0.01% +183 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,017 $94K <0.01% +523 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 989 $91.4K <0.01% -56 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 939 $86.8K 0.02% +230 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 860 $80K <0.01% +87 13F-HR Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 714 $66K 0.04% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 702 $64.9K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 694 $64.1K <0.01% +1 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 682 $63.1K <0.01% -43 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 654 $60.5K <0.01% 0 13F-HR Timeline AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 647 $59.8K <0.01% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 637 $58.9K <0.01% +153 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 625 $57.8K 0.05% +25 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 609 $56.3K <0.01% +39 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 554 $51.3K <0.01% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 550 $50.9K 0.04% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 539 $49.9K <0.01% -105 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 489 $49K 0.06% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 521 $48.2K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 500 $46.2K <0.01% -1,862 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 440 $40.7K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 385 $35.6K 0.01% +5 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 367 $33.9K <0.01% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 340 $31K <0.01% -2,964 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 311 $28.8K <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $27.7K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 292 $27K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 285 $26.4K <0.01% +206 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 279 $25.8K 0.01% +250 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 276 $25.5K <0.01% -15 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 268 $24.8K 0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 264 $24.4K 0.01% +2 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 254 $23.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 250 $23.1K <0.01% -35 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 240 $22.2K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 235 $21.7K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 211 $19.5K 0.01% new 13F-HR Timeline Boit C F David More: the full row for Boit C F David 208 $19.2K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 184 $17K <0.01% -214 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 180 $16.6K <0.01% -34 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 173 $16.2K <0.01% +112 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 167 $15.4K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 166 $15.3K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 160 $14.8K <0.01% new 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 2,464 $13K 0.12% -2,185 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 130 $12K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 125 $12K 0.01% +10 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 121 $11.9K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 128 $11.8K <0.01% +6 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 116 $10.7K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 114 $10.5K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 107 $9.89K <0.01% -6 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 106 $9.8K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 105 $9.71K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 100 $9.42K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 105 $9K <0.01% +97 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 95 $8.78K <0.01% -3 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 92 $8.51K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 90 $8.32K <0.01% +6 13F-HR Timeline Pier Capital, LLC More: the full row for Pier Capital, LLC 84 $7.77K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 78 $7.21K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 73 $6.39K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 65 $6.01K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 65 $6.01K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 59 $5.82K <0.01% -355 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 51 $4.71K <0.01% -5 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 46 $4.54K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 47 $4.35K <0.01% -2 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 47 $4.34K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 44 $4.07K <0.01% -25 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 42 $3.88K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 40 $3.7K <0.01% new 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 40 $3.7K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 40 $3.7K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 38 $3.54K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 38 $3.51K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 37 $3.42K <0.01% -18 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 36 $3.33K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 36 $3.33K <0.01% +6 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 35 $3.24K <0.01% -2 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 35 $3.24K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 35 $3.24K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 35 $3.24K <0.01% 0 13F-HR Timeline James T. Borello RIA More: the full row for James T. Borello RIA 35 $3.24K <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 34 $3.14K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 33 $3.05K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 33 $3.05K <0.01% -1,500 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 30 $2.81K <0.01% -34 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 30 $2.77K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 25 $2.31K <0.01% +17 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 24 $2.22K <0.01% -10 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 23 $2.13K <0.01% +6 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 20 $1.85K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 20 $1.85K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 19 $1.76K <0.01% +12 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,700 $1.57K 0.06% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 17 $1.57K <0.01% +6 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 18 $1.51K <0.01% +13 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 16 $1.48K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 15 $1.39K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 15 $1.39K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 15 $1.39K <0.01% +2 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 14 $1.29K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 13 $1.2K <0.01% -19 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 17 $1K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7 $1K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10 $925 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $833 <0.01% +2 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $752 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 8 $740 <0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 8 $740 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $602 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6 $555 <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6 $555 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 6 $555 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $555 <0.01% +4 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $554 <0.01% +5 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4 $370 <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 4 $370 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3 $277 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $277 <0.01% +2 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $185 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $185 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $93 <0.01% -2 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $92 <0.01% -12 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -1,500 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.