Elo Mutual Pension Insurance Co More: the full row for Elo Mutual Pension Insurance Co 25,382 $574K 0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 24,578 $557K <0.01% -26 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 24,449 $553K <0.01% -1,538 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 24,280 $549K 0.02% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 24,107 $545K 0.01% +128 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 23,914 $541K 0.01% +142 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 22,086 $499K <0.01% +12,972 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 21,550 $487K 0.15% +13,426 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 21,313 $482K 0.06% -26,139 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 20,666 $467K 0.65% +2,629 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 19,733 $446K 0.03% -269 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 19,535 $442K 0.07% +19,326 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 18,752 $424K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 18,276 $413K 0.1% +10,484 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 17,322 $392K 0.04% +8,993 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 17,281 $391K <0.01% -17,394 13F-HR Timeline Group DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 17,114 $387K <0.01% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 16,748 $379K <0.01% +1,052 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 16,600 $375K 0.24% -4,400 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 16,364 $370K <0.01% -91 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 16,319 $369K 0.04% +502 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 15,871 $359K 0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 15,566 $352K <0.01% -772 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 15,472 $350K <0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,608 $330K <0.01% +2,976 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 14,591 $330K 0.04% -35,747 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 14,432 $326K 0.02% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 14,012 $317K 0.09% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 13,990 $316K 0.01% -10,807 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 13,765 $311K <0.01% +7,121 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 13,451 $304K 0.02% -1,573 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 11,105 $290K 0.05% +8,426 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 12,715 $287K 0.03% -85 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 12,547 $284K <0.01% -825 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 12,261 $281K 0.01% new 13F-HR Timeline Group Numerai GP LLC More: the full row for Numerai GP LLC 12,385 $280K 0.05% +2,204 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 11,900 $269K <0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 11,743 $266K <0.01% -1,147 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,683 $264K <0.01% +70 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 11,531 $261K 0.03% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 11,529 $261K <0.01% +922 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 11,318 $256K 0.03% +3,360 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,456 $252K 0.01% -30 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 11,007 $249K 0.12% -5,418 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,806 $244K 0.01% +971 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,723 $242K 0.01% new 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 10,709 $242K 0.04% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,633 $240K <0.01% -2,692 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 10,319 $233K <0.01% +681 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 10,201 $231K 0.02% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 10,000 $226K 0.01% -89,760 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 9,934 $225K 0.01% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 9,890 $224K 0.02% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,663 $218K <0.01% -5,654 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 9,451 $213K <0.01% -26,619 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,246 $209K <0.01% +27 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,200 $208K <0.01% 0 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 8,698 $197K <0.01% +7,143 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 8,512 $192K 0.14% +8,041 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,441 $191K 0.01% +3,852 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,880 $178K <0.01% -78,801 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,826 $177K 0.01% +2,177 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 7,415 $168K 0.01% new 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 6,988 $158K 0.01% -302 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6,083 $138K 0.03% 0 13F-HR Timeline Group OP Asset Management Ltd More: the full row for OP Asset Management Ltd 5,172 $117K <0.01% 13F-HR/A Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 4,125 $93.3K 0.01% -1,824 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 4,023 $91K <0.01% +92 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,000 $90.4K <0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,655 $82.6K <0.01% +338 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,645 $82.4K <0.01% -92 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,172 $71.7K <0.01% +1,270 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,126 $71K 0.05% +2,366 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 2,787 $63K <0.01% -814 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,749 $62K 0.01% +65 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) 2,668 $60.3K <0.01% -6,945 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,521 $57K <0.01% -695 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,446 $55K <0.01% +1,481 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,291 $51.8K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,279 $51.5K 0.04% +2,060 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,238 $50.6K 0.01% -4,514 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,108 $47.7K <0.01% +234 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,062 $46.6K 0.04% -24 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,049 $46.3K <0.01% -1,420 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,748 $39.5K 0.02% +638 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,695 $38.3K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,684 $38.1K <0.01% -1,734 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,655 $37.4K <0.01% +121 13F-HR/A Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,637 $37K <0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,621 $36.7K <0.01% +1,205 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,552 $35.1K <0.01% -358 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,244 $28.1K <0.01% +765 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,143 $25.8K <0.01% +85 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 919 $20.8K 0.02% -195 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 890 $20.1K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 802 $18.1K <0.01% -144 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 247 $17.4K <0.01% +26 13F-HR Timeline Amount filed as zero, left out of ratios. LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 763 $17K <0.01% new 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 750 $17K <0.01% 0 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 721 $16.3K <0.01% +180 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 551 $12.5K <0.01% +301 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 550 $12.4K <0.01% -12 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 515 $11.6K <0.01% -1,376 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 509 $11.5K <0.01% -233 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 484 $10.9K <0.01% -24 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 520 $10.7K <0.01% +108 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 420 $9.5K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 397 $8.98K <0.01% +277 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 384 $8.68K <0.01% new 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 355 $8.03K <0.01% 0 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 290 $6.56K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 276 $6.22K <0.01% +129 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 275 $6.22K <0.01% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 274 $6.2K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 23 $5.86K <0.01% -236 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 213 $4.88K <0.01% +38 13F-HR/A Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 207 $4.68K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 184 $4K <0.01% +63 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 167 $3.78K <0.01% +8 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 160 $3.62K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 159 $3.6K <0.01% -971 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 159 $3.6K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 144 $3.3K <0.01% +4 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 131 $2.96K <0.01% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 129 $2.95K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 114 $2.58K <0.01% +32 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 110 $2.49K <0.01% -78 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 107 $2.42K <0.01% +7 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 121 $2K <0.01% -101 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 97 $2K <0.01% -96 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 87 $1.98K <0.01% +9 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 77 $1.74K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 75 $1.7K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 64 $1.45K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 60 $1.36K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 59 $1.33K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 48 $1.09K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 47 $1.06K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 45 $1.02K <0.01% +5 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 44 $995 <0.01% -179 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 40 $905 <0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 39 $882 <0.01% +3 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 36 $814 <0.01% +23 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 36 $725 <0.01% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 30 $679 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 20 $452 <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 17 $384 <0.01% -56 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 9 $203 <0.01% +3 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $136 <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5 $113 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $113 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5 $113 <0.01% -15 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1 $23 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $21 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 26 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -140 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.