Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,035 $224K <0.01% +105 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,026 $223K <0.01% new 13F-HR Timeline Group Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 1,017 $221K 0.06% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,005 $219K 0.01% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,000 $218K <0.01% new 13F-HR Timeline Ruane, Cunniff & Goldfarb L.P. More: the full row for Ruane, Cunniff & Goldfarb L.P. 1,000 $218K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 996 $217K <0.01% +48 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 994 $216K 0.01% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 991 $216K 0.04% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 982 $214K 0.03% -212 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 966 $210K 0.01% new 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 952 $207K <0.01% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 949 $207K 0.04% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 948 $206K 0.01% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 947 $206K 0.14% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 930 $203K 0.04% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 933 $203K 0.04% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 923 $201K 0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 903 $197K 0.05% 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 871 $190K <0.01% -57,520 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 830 $181K 0.1% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 793 $173K 0.07% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 736 $160K 0.02% +510 13F-HR/A Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 733 $158K <0.01% +600 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 718 $156K 0.02% +427 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 707 $154K 0.06% 0 13F-HR/A Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 700 $152K 0.02% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 692 $151K 0.01% +223 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 690 $150K <0.01% +48 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 639 $139K 0.01% -1,128 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 562 $122K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 537 $117K 0.03% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 525 $114K <0.01% -1,400 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 505 $110K <0.01% +361 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 494 $108K <0.01% +176 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 476 $104K 0.04% 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 470 $102K 0.03% -751 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 450 $98.4K <0.01% -17,000 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 416 $90.6K <0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 410 $89.3K 0.01% +122 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 375 $82K <0.01% -4,404 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 353 $76.9K <0.01% +9 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 349 $76K <0.01% +83 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 332 $72.3K <0.01% +330 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 325 $70.7K <0.01% +204 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 312 $68K 0.04% -23 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 309 $67.3K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 304 $66.2K <0.01% +286 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 303 $66K <0.01% +136 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 293 $63.8K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 279 $60.8K <0.01% +207 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 274 $59.7K <0.01% -290 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 267 $58.1K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 255 $55.5K <0.01% -18 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 255 $55.5K 0.01% +40 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 249 $54.2K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 242 $52.7K <0.01% +92 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 240 $52.3K <0.01% -51 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 223 $48.6K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 214 $46.8K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 202 $44K 0.02% 0 13F-HR/A Timeline Summer Road LLC More: the full row for Summer Road LLC 200 $43.6K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MASECO LLP More: the full row for MASECO LLP 185 $40.5K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 182 $39.6K <0.01% +26 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 175 $38.1K 0.01% +8 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 172 $37.5K <0.01% +120 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 129 $35.9K <0.01% -401 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 153 $33K <0.01% +52 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 143 $31K <0.01% +117 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 184 $29.3K 0.01% -205 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 131 $28.5K 0.02% -19 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 130 $28.3K <0.01% +3 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 130 $28.3K 0.01% +77 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 129 $28.1K <0.01% -3 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 114 $24.8K <0.01% new 13F-HR Timeline Group Bares Capital Management, Inc. More: the full row for Bares Capital Management, Inc. 103 $22.4K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 121 $21K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 96 $20.9K <0.01% -109 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 93 $20.3K <0.01% new 13F-HR/A Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 90 $19.6K 0.01% +21 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 84 $18.3K 0.01% +21 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 82 $17.9K 0.01% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 81 $17.6K <0.01% -688 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 80 $17.4K <0.01% -1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 74 $16.1K <0.01% +7 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 73 $15.9K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 72 $15.7K 0.01% +18 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 66 $14.4K <0.01% +8 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 58 $12.6K <0.01% +9 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 57 $12.4K <0.01% -141 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 56 $12K <0.01% +38 13F-HR/A Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 53 $11.5K <0.01% -215 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 53 $11.5K 0.02% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 52 $11.3K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 46 $10.4K <0.01% -28 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 47 $10.2K <0.01% +15 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 46 $9.95K 0.19% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 44 $9.58K <0.01% +27 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 39 $8.49K 0.01% 0 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 38 $8.28K <0.01% -19 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 38 $8.28K 0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 37 $8.24K <0.01% +34 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 37 $8.06K <0.01% -171 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 36 $7.84K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 34 $7.43K <0.01% +22 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 32 $6.97K <0.01% +9 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 31 $6.75K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 31 $6.75K <0.01% -2 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 30 $6.53K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 28 $6K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 26 $5.73K 0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $5.44K <0.01% +2 13F-HR Timeline MOTCO More: the full row for MOTCO 23 $5.14K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 23 $5.01K <0.01% -12 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 23 $5.01K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 21 $4.57K <0.01% +2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 21 $4.57K <0.01% +10 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 18 $3.92K <0.01% +14 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 17 $3.71K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 17 $3.7K <0.01% +11 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 16 $3.48K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 15 $3.34K <0.01% -3 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 15 $3.27K <0.01% +2 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 15 $3.27K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 15 $3.27K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 15 $3.27K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 14 $3.05K <0.01% +6 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 12 $2.65K <0.01% -275 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12 $2.61K <0.01% -16 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 12 $2.61K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 12 $2.61K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 11 $2.3K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $2.18K <0.01% +5 13F-HR Timeline Trust Co More: the full row for Trust Co 9 $1.96K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $1.96K <0.01% +6 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 8 $1.74K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 8 $1.74K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 8 $1.74K <0.01% +8 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 8 $1.74K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 8 $1.74K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 8 $1.65K <0.01% -9 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 6 $1.36K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $1.31K <0.01% +3 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $1.31K <0.01% +3 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $1.09K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 5 $1.09K <0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 5 $1.09K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3 $1K <0.01% new 13F-HR/A Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 4 $871 <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 4 $871 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $871 <0.01% +2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $656 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3 $653 <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 3 $653 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2 $436 <0.01% +1 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2 $436 <0.01% new 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2 $436 <0.01% -8 13F-HR/A Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2 $359 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1 $219 <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1 $218 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $218 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $218 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $218 <0.01% -5 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.