CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 11,957 $530K 0.14% 0 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 11,613 $515K 0.67% 0 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 11,744 $497K <0.01% +547 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 11,104 $492K <0.01% +133 13F-HR Timeline Group TD Asset Management Inc More: the full row for TD Asset Management Inc 10,800 $479K <0.01% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 10,656 $472K +9,406 Timeline First National Trust Co More: the full row for First National Trust Co 10,639 $472K 0.02% -150 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,564 $468K 0.01% +2,477 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 10,519 $466K <0.01% -353 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,482 $465K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 10,255 $455K <0.01% +61 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,240 $454K 0.01% 0 13F-HR Timeline Group Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 10,187 $451K 0.05% new 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 10,162 $450K 0.09% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 9,786 $434K 0.02% -600 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 9,700 $430K 0.04% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 9,321 $413K 0.23% +423 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 9,171 $406K 0.11% +568 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 9,036 $400K 0.01% +229 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,011 $399K <0.01% +1,533 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 8,928 $396K 0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 8,648 $383K <0.01% 0 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 8,476 $375K <0.01% -655 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 8,382 $371K 0.01% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 8,359 $370K 0.05% new 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 8,259 $370K 0.06% new 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 8,037 $356K <0.01% -10,221 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 8,026 $356K 0.01% +1,026 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 7,896 $350K 0.04% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 7,754 $344K 0.03% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,723 $342K <0.01% new 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 7,720 $342K 0.04% +383 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 7,611 $337K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 7,592 $336K <0.01% 0 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 7,532 $334K 0.04% +438 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 7,433 $329K 0.2% 0 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,331 $325K <0.01% new 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 7,287 $323K <0.01% -586 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,277 $323K <0.01% -1,481 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,169 $318K <0.01% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 7,072 $313K <0.01% new 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 7,000 $310K 0.11% +500 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,977 $309K <0.01% +1,663 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 6,865 $304K 0.02% -5,878 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 6,627 $294K 0.28% +651 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 6,591 $292K <0.01% +110 13F-HR Timeline Group Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 6,303 $279K <0.01% new 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 6,267 $278K 0.12% -6,985 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,203 $275K <0.01% -68 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 6,025 $267K 0.12% +502 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 5,818 $258K 0.01% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 5,746 $255K 0.01% -144 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 5,494 $243K 0.04% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,364 $238K 0.03% +108 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,064 $224K 0.01% +1,730 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 5,004 $222K 0.02% +14 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,930 $218K 0.04% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,905 $217K <0.01% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,895 $217K 0.02% -297 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,894 $217K <0.01% +1,951 13F-HR Timeline Group Olympiad Research LP More: the full row for Olympiad Research LP 4,883 $216K 0.35% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 4,825 $214K <0.01% -462 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,818 $214K 0.2% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,721 $209K <0.01% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,681 $207K 0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,650 $206K <0.01% +1,129 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,634 $205K <0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,600 $204K <0.01% -461 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,422 $196K <0.01% +68 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,231 $188K <0.01% -1,300 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,041 $179K 0.01% -347 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 3,766 $167K <0.01% -8,134 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 3,693 $162K <0.01% new 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 3,301 $146K 0.01% new 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,116 $138K <0.01% +51 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,970 $132K <0.01% new 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,625 $116K 0.04% -580 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,347 $104K <0.01% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,283 $101K 0.01% +401 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,148 $95.2K <0.01% +83 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,874 $83.1K <0.01% -2,261 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,759 $78K <0.01% -1,664 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,730 $76.7K 0.04% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,706 $75.6K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,567 $69.4K <0.01% +679 13F-HR Timeline Group City State Bank More: the full row for City State Bank 1,280 $56.7K 0.02% 0 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 1,257 $56K <0.01% new 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,210 $53.6K 0.01% new 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,162 $51K <0.01% -39 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,034 $45.8K <0.01% new 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,004 $44.5K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 952 $42.2K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 927 $41K <0.01% -191 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 909 $40.3K 0.02% -90 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 854 $37.9K 0.02% +4 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 615 $27K 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. 595 $26K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 536 $23.7K <0.01% -81 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 524 $23.2K <0.01% -30 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 466 $20.7K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 440 $19.5K <0.01% -423 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 435 $19.3K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 435 $19.3K 0.01% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 400 $17.7K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 370 $16.4K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 357 $15.8K <0.01% +210 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 350 $15.5K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 343 $15.2K <0.01% +77 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 336 $14.9K 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 335 $14.8K <0.01% 0 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 304 $13K <0.01% +35 13F-HR Timeline CNB Bank More: the full row for CNB Bank 256 $11.3K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 255 $11.3K <0.01% +60 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 257 $11K 0.01% -15 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 225 $10K <0.01% +70 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 225 $9.97K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $9.88K <0.01% -2 13F-HR Timeline Amount filed as zero, left out of ratios. Brooklyn Investment Group More: the full row for Brooklyn Investment Group 212 $9.4K <0.01% +162 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 187 $8.29K <0.01% +43 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 162 $7.18K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 161 $7K <0.01% +34 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 145 $6.43K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 140 $6.21K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 139 $6.16K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 141 $6K <0.01% 0 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 126 $5.58K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 117 $5.19K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $4.43K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 98 $4.34K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 94 $4.17K <0.01% +2 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 90 $3.99K <0.01% +81 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 88 $3.9K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 74 $3.28K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 69 $3.06K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 68 $3.01K <0.01% -21 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 71 $3K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 63 $2.87K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 62 $2.75K <0.01% +2 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 61 $2.7K <0.01% +35 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 48 $2.5K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 50 $2.22K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 31 $1.37K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 23 $1.02K <0.01% +1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 18 $798 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 13 $669 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15 $665 <0.01% -4 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 9 $399 <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9 $399 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $399 <0.01% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $266 <0.01% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5 $222 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $222 <0.01% +2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $177 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3 $133 <0.01% +2 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3 $112 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 13 $0 0% new 13F-HR/A Timeline Value filed as zero, left out of ratios. 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.