FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 642 $18.1K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 538 $15.2K <0.01% -68 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 544 $15K <0.01% +202 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 526 $14.7K <0.01% -214 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 514 $14.5K <0.01% +313 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 438 $12.4K <0.01% +369 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 434 $12.3K <0.01% +426 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 442 $12K <0.01% -18,636 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 418 $11.8K <0.01% -10 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 387 $10.9K <0.01% +318 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 356 $10K <0.01% +1 13F-HR/A Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 353 $9.96K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 389 $9.31K <0.01% +255 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 274 $7.74K <0.01% -275 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 269 $7.59K <0.01% -149 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kilter Group LLC More: the full row for Kilter Group LLC 252 $7.11K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 227 $6.41K <0.01% 0 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 214 $6.04K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 191 $5.39K <0.01% +118 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 187 $5.28K <0.01% +181 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 158 $4.46K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 156 $4.4K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 138 $3.9K <0.01% 0 13F-HR Timeline Sapience Investments, LLC More: the full row for Sapience Investments, LLC 96 $2.71K 0.35% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 95 $2.68K <0.01% +91 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 90 $2.54K <0.01% +57 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 80 $2.26K <0.01% +74 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 66 $1.86K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 50 $1.41K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 50 $1.41K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 44 $1.22K <0.01% +32 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 40 $1.13K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 37 $1.04K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 36 $1.02K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 35 $988 <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 35 $988 <0.01% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 30 $847 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 29 $819 <0.01% +14 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 24 $677 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 23 $649 <0.01% +17 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 22 $621 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 16 $452 <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 15 $423 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15 $423 <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 13 $367 <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 11 $310 <0.01% -5 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6 $177 <0.01% -21 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5 $142 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $44 <0.01% -1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $28 <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1 $28 <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 0 $1 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 15 $0 0% -30 13F-HR Timeline Value filed as zero, left out of ratios.