FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,619 $390K <0.01% +1,549 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,618 $390K <0.01% -323 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,607 $390K <0.01% +1,184 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,136 $357K <0.01% 0 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 5,002 $348K <0.01% -84 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,974 $346K 0.03% +372 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 4,941 $343K 0.03% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,818 $335K <0.01% +1,938 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 4,723 $328K 0.03% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,688 $326K <0.01% -341 13F-HR Timeline Group BetterWealth, LLC More: the full row for BetterWealth, LLC 4,687 $326K 0.08% +21 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,669 $324K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,657 $324K <0.01% +647 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,581 $318K 0.03% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,551 $316K <0.01% -724 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,526 $314K 0.03% -599 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,511 $313K <0.01% -227 13F-HR Timeline Group Entropy Technologies, LP More: the full row for Entropy Technologies, LP 4,234 $294K 0.02% -311 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,350 $287K 0.03% new 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 4,000 $278K <0.01% -11,817 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,918 $272K 0.08% -770 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,768 $262K <0.01% -226 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,726 $259K 0.01% -80 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,725 $259K 0.03% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,639 $253K <0.01% +134 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,627 $252K 0.12% +155 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,411 $244K 0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,395 $236K 0.13% +1,261 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,324 $231K <0.01% -180 13F-HR/A Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,174 $221K <0.01% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,172 $220K 0.02% -483 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,108 $216K <0.01% -3,516 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,087 $215K <0.01% -25 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,075 $214K 0.02% 0 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 3,030 $211K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 3,020 $210K 0.02% new 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,958 $206K <0.01% new 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 2,936 $204K 0.1% -240 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 2,888 $201K 0.01% -3,213 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,887 $201K <0.01% -398 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,880 $200K <0.01% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,797 $194K 0.01% -66 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,743 $191K <0.01% +2,295 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,670 $186K <0.01% -3,490 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 2,637 $183K 0.02% -557 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,373 $165K 0.04% +134 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 2,335 $162K 0.03% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,261 $157K 0.12% +1 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,800 $125K <0.01% -1,500 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,762 $122K <0.01% -509 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,556 $108K 0.01% -183 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,439 $100K <0.01% 0 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,382 $96K <0.01% +764 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,376 $95.6K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,299 $90.3K 0.06% +1,119 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,153 $80K <0.01% +324 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,042 $72.4K <0.01% -31 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 970 $67.4K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 896 $62.3K <0.01% +843 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 774 $53.8K <0.01% new 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 702 $48.8K <0.01% -205 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 694 $48.2K <0.01% -2 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 694 $48.2K <0.01% +150 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 589 $40.9K <0.01% +149 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 584 $40.6K <0.01% +346 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 555 $38.6K <0.01% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 550 $38.2K 0.02% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 516 $34.6K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 484 $33.9K 0.03% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 468 $32.5K 0.02% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 456 $31.7K <0.01% -91 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 396 $28K <0.01% +195 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Park Place Capital Corp More: the full row for Park Place Capital Corp 402 $27.9K 0.01% -208 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 383 $26.6K <0.01% -123 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. 369 $26K <0.01% -81 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 355 $24.7K <0.01% +111 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $20.8K <0.01% 0 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 293 $20.4K 0.01% +267 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 276 $19K <0.01% -146 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 264 $18.3K <0.01% +31 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 252 $17.5K <0.01% +196 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 227 $15.8K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 216 $15K 0.01% +1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 209 $14.5K <0.01% +109 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 179 $12.4K <0.01% -8 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 178 $12.3K <0.01% +73 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 174 $12.1K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 170 $11.8K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 167 $11K <0.01% -25 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 150 $10.4K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 138 $9.59K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 136 $9.45K <0.01% -132 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 123 $8.55K <0.01% -15,260 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 121 $8.41K <0.01% -111 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 120 $8.34K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 124 $8K <0.01% +3 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 113 $7.85K <0.01% +40 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 107 $7.43K <0.01% +2 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 103 $7.16K <0.01% -18 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 92 $6K <0.01% +2 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 82 $5.7K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 71 $4.93K <0.01% +49 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 70 $4.86K <0.01% -25 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. 67 $4.66K <0.01% 0 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 67 $4.66K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 64 $4.45K <0.01% +17 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 62 $4.31K <0.01% -33 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 62 $4.31K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 60 $4.17K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 58 $4.03K <0.01% -187 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 63 $4K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 53 $3.64K <0.01% new 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 56 $3K <0.01% +49 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 41 $2.85K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 40 $2.8K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 39 $2.71K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 35 $2.48K <0.01% +28 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 35 $2.44K <0.01% +1 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 34 $2.36K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 34 $2.36K <0.01% -6 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 33 $2.29K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 32 $2.22K <0.01% -6 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 29 $2.02K <0.01% new 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 23 $2K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 28 $1.95K <0.01% +1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 24 $1.69K <0.01% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 20 $1.39K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 19 $1.32K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 19 $1.32K <0.01% +1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 18 $1.25K <0.01% 0 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 15 $1.04K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14 $973 <0.01% new 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 14 $973 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11 $764 <0.01% -5 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 10 $695 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9 $625 <0.01% +6 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8 $556 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7 $487 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7 $487 <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 7 $486 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7 $486 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5 $347 <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4 $278 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3 $209 <0.01% -5 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $72 <0.01% -2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1 $70 <0.01% -10 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1 $70 <0.01% -1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $70 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $69 <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1 $69 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $69 <0.01% -2 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.