JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,282 $249K 0.01% +87 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,088 $244K <0.01% +27 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 11,000 $242K 0.05% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,806 $234K <0.01% +526 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 10,606 $234K 0.04% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 10,568 $233K <0.01% new 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 10,454 $231K <0.01% -486 13F-HR Timeline American Trust More: the full row for American Trust 10,134 $223K 0.02% -616 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 9,541 $210K <0.01% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 9,290 $205K 0.13% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 9,255 $204K 0.33% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,462 $187K <0.01% 0 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) 8,414 $186K 0.01% -31,589 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,883 $152K <0.01% +1,568 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 6,000 $132K <0.01% -2,100 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,335 $118K <0.01% +3,126 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,170 $114K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 4,890 $108K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,785 $106K 0.01% +605 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,765 $105K <0.01% -108 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,805 $82.6K <0.01% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,673 $81K 0.01% -5,792 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,657 $80.7K <0.01% +8 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,189 $70.3K <0.01% +22 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,052 $67K 0.04% +1,104 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,155 $48K <0.01% +2,035 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,123 $47K <0.01% +42 13F-HR Timeline Group Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 2,095 $46.2K 0.01% +1,475 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,817 $40.1K <0.01% -56 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,648 $36.3K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,603 $35.4K <0.01% new 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,569 $34.6K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,447 $31.9K <0.01% +62 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,339 $29.5K <0.01% +25 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,250 $27.6K 0.01% 0 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 1,200 $26.5K <0.01% 0 13F-HR Timeline Group Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,186 $26.2K <0.01% -21,576 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,199 $26K <0.01% -32 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,168 $26K <0.01% +170 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,042 $23K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,010 $22.3K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,000 $22.1K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 863 $19K <0.01% +116 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 844 $18.6K <0.01% -29,385 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 830 $18.3K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 717 $16K <0.01% -252 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 591 $13K <0.01% +126 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 564 $12.4K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 488 $10.9K <0.01% -100 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 462 $10.2K <0.01% +52 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 430 $9.48K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 371 $8.18K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 340 $7.5K <0.01% -75 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 309 $6.81K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 226 $5K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 224 $4.94K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 205 $4.52K <0.01% -4 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 202 $4.45K <0.01% +80 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 189 $4.17K <0.01% +131 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 154 $3.4K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 119 $2.62K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 118 $2.6K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 105 $2.32K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 105 $2.31K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 99 $2.18K <0.01% -3,914 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 86 $1.9K <0.01% +57 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 85 $1.88K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 74 $1.63K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 58 $1.28K <0.01% +34 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 53 $1.17K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 56 $1K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 42 $927 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 36 $794 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 26 $573 <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 25 $543 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 6 $132 <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4 $88 <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 9 $0 0% -60 13F-HR Timeline Value filed as zero, left out of ratios.