RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 9,307 $467K 0.03% -32 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 9,027 $453K 0.07% -715 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 9,000 $452K 0.2% new 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 9,000 $452K <0.01% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,729 $438K <0.01% -8,564 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 8,572 $430K 0.01% -245 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,242 $414K <0.01% -3,796 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 8,133 $408K 0.03% new 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 8,028 $403K 0.02% -320 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 7,985 $401K 0.04% -1,036 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,846 $394K <0.01% -1,121 13F-HR Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 7,648 $384K 0.02% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,584 $381K 0.02% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 7,177 $360K <0.01% -491 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 7,079 $356K 0.02% -1,869 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,885 $346K <0.01% +545 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,836 $343K <0.01% new 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,746 $339K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,627 $333K 0.1% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 6,596 $332K 0.01% -10 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,484 $326K 0.01% +86 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 6,193 $311K <0.01% +4,426 13F-HR Timeline Group Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 6,043 $303K 0.04% -957 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 6,000 $301K 0.04% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,886 $296K <0.01% new 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 5,745 $289K 0.05% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,690 $286K <0.01% -2,100 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 5,662 $284K <0.01% new 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,596 $281K 0.02% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,434 $273K <0.01% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,436 $273K <0.01% -78 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,314 $267K 0.02% -1,043 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 5,230 $263K 0.04% +500 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,209 $262K <0.01% new 13F-HR/A Timeline Group Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 5,256 $262K 0.16% +224 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,205 $261K <0.01% +3,975 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,185 $260K <0.01% -63 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,163 $259K <0.01% +2,095 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,079 $255K 0.02% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,000 $251K 0.07% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,876 $245K <0.01% -1,955 13F-HR/A Timeline Group Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 4,760 $239K 0.12% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,600 $231K 0.02% -265 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,483 $225K 0.01% 0 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 4,431 $223K 0.04% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 4,428 $222K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,084 $222K 0.03% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,365 $219K 0.01% +1,370 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 4,350 $218K 0.03% -3,000 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,346 $218K <0.01% new 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,316 $217K <0.01% +2,579 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,277 $215K <0.01% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,126 $207K 0.06% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,053 $204K <0.01% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,981 $200K 0.03% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,978 $200K <0.01% +201 13F-HR Timeline MOTCO More: the full row for MOTCO 3,950 $198K 0.02% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,832 $192K 0.02% +29 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,703 $186K <0.01% -25 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,630 $182K <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 3,533 $177K <0.01% +578 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 3,463 $174K <0.01% +44 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,042 $153K 0.01% +526 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 2,914 $146K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,869 $144K 0.01% +431 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 2,500 $126K 0.07% new 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 1,861 $93.5K 0.06% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 1,402 $70.4K 0.05% 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,389 $69.8K 0.04% 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,266 $62.9K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,249 $62.7K <0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,162 $58.4K <0.01% -86 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,073 $53.9K <0.01% -45 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 904 $45.4K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 890 $44.7K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 855 $42.9K 0.03% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 836 $42K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 733 $36.8K <0.01% +362 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 675 $34.9K <0.01% -97 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 672 $33.7K 0.03% 13F-HR/A Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 670 $33K 0.01% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 579 $29.1K <0.01% -159 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 577 $29K <0.01% -208 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 523 $26.3K <0.01% +12 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 495 $25K <0.01% +126 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 412 $20.7K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 397 $19.9K <0.01% -1 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 390 $19.6K <0.01% -22 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 390 $19.6K <0.01% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arax Advisory Partners More: the full row for Arax Advisory Partners 374 $18.8K <0.01% +4 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 319 $16K <0.01% +43 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 306 $15.4K 0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 247 $12.4K <0.01% -376 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 228 $11.5K <0.01% +4 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 223 $11.2K <0.01% -25 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 223 $11.2K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 212 $11K 0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 194 $9.77K <0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 186 $9.34K <0.01% 0 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 172 $8.64K <0.01% +166 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 157 $7.88K <0.01% -29 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 140 $7.03K <0.01% +35 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 155 $7K <0.01% +31 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 137 $6.88K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 134 $6.74K <0.01% +1 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 116 $5.83K <0.01% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 107 $5.26K <0.01% new 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $5.02K <0.01% -1,300 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 97 $4.63K <0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 92 $4.62K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 85 $4.27K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 80 $4.02K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 77 $4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Red Tortoise LLC More: the full row for Red Tortoise LLC 74 $3.72K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 70 $3.51K 0.01% +1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 68 $3.42K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 65 $3.26K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 63 $3.16K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 60 $2.98K <0.01% -13,304 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 50 $2.51K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 47 $2.36K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 46 $2.31K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 45 $2.26K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 45 $2K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 37 $1.83K <0.01% 0 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 37 $1.83K <0.01% +10 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 31 $1.57K <0.01% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 27 $1.36K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 24 $1.21K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 19 $955 <0.01% -4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 18 $904 <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 17 $854 <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 16 $804 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 14 $704 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 13 $653 <0.01% -6 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6 $302 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $252 <0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5 $251 <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4 $200 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3 $151 <0.01% -2 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $151 <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 2 $100 <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1 $51 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1 $50 <0.01% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.