One Capital Management, LLC More: the full row for One Capital Management, LLC 10,601 $312K 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,896 $308K 0.01% -17,007 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 8,760 $303K 0.03% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 8,636 $301K <0.01% +41 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,662 $300K 0.01% +6,780 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 8,650 $299K 0.05% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 8,441 $292K <0.01% 0 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,422 $291K 0.01% +39 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 8,420 $291K <0.01% +1,114 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 8,369 $290K <0.01% +1,779 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,199 $284K 0.01% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 8,159 $282K <0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 8,100 $280K <0.01% +2,200 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 8,100 $280K <0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 7,996 $277K 0.01% -22 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,905 $274K <0.01% +7,022 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,590 $263K <0.01% new 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 7,569 $262K <0.01% new 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 7,536 $261K 0.17% +48 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 7,475 $259K 0.25% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 7,407 $256K <0.01% -1,082 13F-HR Timeline Group MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 7,336 $254K 0.02% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 7,307 $253K <0.01% new 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 7,215 $250K <0.01% new 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,156 $248K <0.01% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 7,005 $242K <0.01% new 13F-HR/A Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 7,000 $242K 0.06% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,938 $240K 0.02% +40 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,933 $240K <0.01% +432 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 6,903 $239K 0.03% -2,303 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 6,752 $234K 0.13% new 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 6,732 $233K <0.01% 0 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 6,729 $233K 1.05% new 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 6,429 $222K <0.01% new 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,421 $222K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,332 $219K <0.01% -681 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6,151 $213K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,888 $204K <0.01% +3,124 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 5,888 $204K <0.01% -4,471 13F-HR Timeline Group Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 5,876 $203K 0.05% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,909 $170K 0.01% +1,375 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,845 $168K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,302 $149K 0.01% +1,138 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,927 $136K <0.01% 0 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,857 $133K 0.12% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,824 $132K 0.01% +295 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,501 $121K <0.01% +192 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,424 $118K <0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,089 $107K <0.01% new 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 2,811 $97.3K <0.01% 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,786 $96.4K 0.03% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,766 $95.7K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,509 $86.8K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,458 $85K <0.01% +688 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,257 $78.1K <0.01% +563 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,166 $74.9K <0.01% -52 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,128 $74.1K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,090 $72.3K <0.01% +205 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,035 $70K 0.04% +124 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,965 $68K <0.01% 0 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. 1,782 $61.7K <0.01% +105 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,754 $60.7K <0.01% +1,657 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,676 $58.3K <0.01% +45 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,660 $57.4K <0.01% +788 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,600 $55.4K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,449 $50.1K <0.01% +170 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,401 $48.5K <0.01% +660 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,306 $45.2K <0.01% new 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 1,157 $40K <0.01% 0 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,115 $38.6K <0.01% +641 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,104 $38.2K <0.01% +124 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,048 $36.3K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 989 $34.2K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 859 $29.7K <0.01% +100 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 796 $27.5K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 792 $27.4K 0.02% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 726 $25K <0.01% -78 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 635 $22K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 554 $19.2K <0.01% +205 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 530 $18.3K <0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 525 $18.2K <0.01% +490 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 497 $17.2K <0.01% +389 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 439 $15.2K 0.01% +222 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 390 $13.5K 0.01% +341 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 385 $13.3K 0.01% +141 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 355 $12.3K <0.01% +24 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 329 $11.4K <0.01% +46 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 323 $11.2K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 304 $10.5K <0.01% +161 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 300 $10.4K <0.01% -75 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 286 $9.9K <0.01% -41 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 286 $9.9K <0.01% -11 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 269 $9.31K <0.01% +7 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 240 $8.3K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 240 $8K <0.01% -11,761 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 185 $6.4K <0.01% +32 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 200 $6K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 164 $5.67K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 159 $5.5K <0.01% -3 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 158 $5.45K <0.01% +51 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 139 $4.81K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 130 $4.5K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 115 $3.98K <0.01% -17 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 112 $3.88K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 110 $3.81K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 110 $3.81K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 110 $3.81K <0.01% +4 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 110 $3.81K <0.01% +60 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $3.46K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 100 $3.46K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 99 $3.42K <0.01% +3 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 99 $3.36K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 76 $2.63K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 74 $2.57K <0.01% +8 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 69 $2.4K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 60 $2.08K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 60 $2.08K <0.01% -730 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 57 $1.97K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 53 $1.83K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 50 $1.73K <0.01% -307 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 50 $1.73K <0.01% new 13F-HR/A Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 44 $1.52K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 37 $1.28K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 31 $1.07K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 52 $1K <0.01% +32 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 34 $1K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 26 $900 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 21 $727 <0.01% -8 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 21 $727 <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 18 $627 <0.01% -6 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 18 $623 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 15 $519 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 13 $450 <0.01% +7 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5 $173 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4 $142 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 4 $138 <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3 $104 <0.01% -1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $96 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $70 <0.01% -1 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2 $70 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $69 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $35 <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 8 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.