D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 7,593 $206K <0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,501 $204K <0.01% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 7,397 $201K 0.17% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,141 $167K <0.01% +579 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,226 $142K 0.01% +1,021 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,049 $137K <0.01% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,000 $136K 0.03% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,702 $100K <0.01% +1,240 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,040 $82.5K <0.01% +2,722 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,733 $74.2K <0.01% +232 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 2,648 $71.9K 0.03% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,586 $70K <0.01% +667 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,125 $58.3K 0.04% +425 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,808 $49.1K 0.01% -83 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,841 $49K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,792 $48.6K 0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,770 $48K 0.02% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,749 $47.5K 0.01% 0 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,684 $45.7K <0.01% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,429 $38.8K 0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,379 $37.9K <0.01% +860 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,166 $31.6K <0.01% +817 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,059 $29K 0.02% -421 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,055 $28.6K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,001 $27.2K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 990 $26.9K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 921 $25K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 899 $24.4K <0.01% -23 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 879 $23.9K <0.01% +79 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 829 $22.5K <0.01% +215 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 800 $21.7K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 683 $18.5K <0.01% +619 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 670 $18.4K <0.01% +165 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 656 $17.8K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 509 $13.8K <0.01% +158 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 505 $13.7K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 478 $13K 0.01% 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 467 $12.8K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 463 $12.6K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 458 $12.4K <0.01% -13,732 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 457 $12K <0.01% +159 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 394 $10.7K <0.01% -3 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 351 $9.53K <0.01% +110 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 338 $9.17K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 324 $8.79K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 302 $8.2K 0.02% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 273 $7.41K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 270 $7.33K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 236 $6.41K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 224 $6.08K <0.01% 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 209 $5.67K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 205 $5.56K <0.01% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 194 $5.26K 0.01% 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 175 $4.75K <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 172 $4.73K <0.01% -98 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 162 $4.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 155 $4.21K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 149 $4.04K <0.01% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 167 $4K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 136 $3.69K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 135 $3.66K <0.01% +35 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 114 $3.07K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 103 $2.8K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 100 $2.71K <0.01% 0 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 100 $2.71K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Main Street Group, LTD More: the full row for Main Street Group, LTD 100 $2.71K <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 90 $2.44K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 83 $2.26K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 75 $2.06K <0.01% -10 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 75 $2.04K <0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 74 $2.01K <0.01% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 89 $2K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 70 $1.93K <0.01% +49 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 70 $1.9K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 68 $1.85K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 64 $1.74K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 49 $1.33K <0.01% +13 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 49 $1.33K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 47 $1.28K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 46 $1.25K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 39 $1.06K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 42 $1K <0.01% -38 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 22 $1K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 36 $977 <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 35 $963 <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 29 $787 <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 29 $787 <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 23 $632 <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 12 $326 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $272 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 10 $260 <0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9 $244 <0.01% +3 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $162 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2 $54 <0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 1 $37 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1 $27 <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1 $0 0% -9 13F-HR Timeline Value filed as zero, left out of ratios.