Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 11,888 $292K <0.01% +22 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 11,763 $289K <0.01% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 11,548 $284K <0.01% +1,426 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 11,496 $282K 0.01% new 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,491 $282K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,080 $272K 0.01% -527 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 10,859 $271K <0.01% new 13F-HR Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 10,816 $266K 0.02% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,425 $256K <0.01% -1,298 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,365 $254K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 10,293 $253K 0.16% +30 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 10,287 $253K <0.01% -47 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,162 $249K <0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 10,105 $248K 0.01% +1,324 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 10,014 $246K 0.04% +186 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) 9,339 $229K 0.01% +2,701 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,336 $229K <0.01% +74 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 9,172 $225K 0.04% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,167 $225K <0.01% -445 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,763 $215K 0.01% -427 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 8,381 $206K <0.01% +1,300 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,334 $205K 0.02% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 8,003 $196K <0.01% +7,659 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 5,185 $127K <0.01% +482 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,000 $123K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,902 $120K 0.01% -150 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,772 $117K <0.01% +1,813 13F-HR Timeline Group McMillan Office, Inc. More: the full row for McMillan Office, Inc. 4,500 $110K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,776 $92.7K <0.01% +130 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,457 $84.9K 0.01% +30 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,195 $81.7K <0.01% +1,045 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,765 $67.9K <0.01% +829 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,648 $65K 0.02% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,244 $55.1K <0.01% -1,266 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,117 $53.7K <0.01% 0 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 1,992 $48.9K <0.01% 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,850 $45.4K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,841 $45K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,770 $43.5K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,742 $42.8K <0.01% +342 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,689 $41.5K 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. 1,654 $40.6K <0.01% +322 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,649 $40K <0.01% 0 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,475 $36.2K <0.01% -104 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,285 $32K 0.02% +7 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. 1,225 $30.1K <0.01% +245 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,134 $27.8K <0.01% +583 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,127 $27.8K <0.01% -314 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,129 $27.7K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,055 $25.9K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 946 $23.2K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 919 $22.6K <0.01% -204 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 900 $22.5K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 833 $20.4K <0.01% -65 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 816 $20K <0.01% -1,365 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 773 $19K <0.01% -85 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 766 $18.8K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 749 $18.4K <0.01% -185 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 740 $18.2K <0.01% +492 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 653 $16K <0.01% +35 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 540 $13.2K <0.01% -480 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 548 $13K <0.01% -311 13F-HR Timeline Quarry LP More: the full row for Quarry LP 490 $12K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 467 $11.6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 466 $11.4K <0.01% -24 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 392 $9.62K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 365 $8.96K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 344 $8.45K <0.01% -110 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 338 $8.3K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 337 $8.27K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 300 $7.37K <0.01% +216 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 273 $6.7K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 263 $6.46K <0.01% +94 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 250 $6.14K <0.01% +80 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 245 $6.01K <0.01% +122 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 239 $5.87K <0.01% -37 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 224 $5.5K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 211 $5.18K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 209 $5.13K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 205 $5.03K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 198 $5K <0.01% -116 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 203 $4.98K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 178 $4.38K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 177 $4.35K <0.01% +79 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 177 $4.34K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 179 $4K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 146 $3.58K <0.01% +46 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 140 $3.44K <0.01% +136 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 136 $3.34K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 122 $3K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 105 $2.58K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 100 $2.46K <0.01% 0 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 90 $2.22K <0.01% +1 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 90 $2.21K <0.01% 0 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 84 $2.06K <0.01% 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 75 $1.84K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 68 $1.67K <0.01% +17 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 67 $1.65K <0.01% 0 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 67 $1.65K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 65 $1.6K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 64 $1.57K <0.01% 0 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 50 $1.2K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 49 $1.2K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 49 $1.2K <0.01% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 45 $1.1K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 42 $1.1K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 44 $1.08K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 64 $1K <0.01% +41 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 40 $982 <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 39 $957 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 37 $908 <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 37 $908 <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 36 $884 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 34 $835 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 34 $835 <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 32 $786 <0.01% -15 13F-HR Timeline Group Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 30 $735 <0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 29 $712 <0.01% -107 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 29 $712 <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 26 $638 <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 24 $589 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 22 $548 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 21 $516 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20 $491 <0.01% new 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 19 $466 <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 18 $442 <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 18 $442 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 18 $430 <0.01% +1 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 16 $406 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 13 $320 <0.01% +5 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13 $319 <0.01% -108 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11 $270 <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 10 $246 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7 $172 <0.01% -1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6 $147 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $84 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $49 <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.