NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,402 $288K <0.01% +585 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,363 $285K <0.01% -475 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,361 $285K <0.01% -3,605 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,226 $276K 0.06% -84 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 4,122 $269K 0.02% -1,104 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,089 $267K <0.01% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,841 $251K 0.02% -171 13F-HR Timeline TradeLink Capital LLC More: the full row for TradeLink Capital LLC 3,837 $251K 2.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,801 $248K <0.01% +255 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,653 $239K <0.01% -484 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,592 $235K 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. 3,582 $234K <0.01% +643 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 3,282 $231K 0.01% new 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,433 $224K 0.03% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,166 $214K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,198 $209K <0.01% +666 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,133 $205K 0.07% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,071 $201K <0.01% new 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,062 $200K 0.01% -8 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,931 $192K 0.01% -824 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 2,849 $186K <0.01% +533 13F-HR Timeline CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2,687 $176K <0.01% -45 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,623 $171K 0.11% +1,469 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,336 $153K <0.01% -80 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,226 $146K 0.01% -187 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,034 $133K 0.01% +127 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,743 $114K 0.06% +738 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,624 $106K <0.01% +491 13F-HR Timeline Group WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,477 $96.5K 0.02% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,444 $94.4K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,365 $89.2K <0.01% +999 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,194 $78.1K 0.01% -31 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,151 $75K <0.01% +290 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 912 $59.6K <0.01% +398 13F-HR/A Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 908 $59.4K <0.01% -10 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 822 $54.6K <0.01% +26 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 751 $49.1K 0.01% -85 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 712 $46.5K <0.01% +182 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 681 $44.5K <0.01% +578 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 660 $43.1K 0.02% -500 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 565 $36.9K <0.01% +521 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 547 $35.8K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 493 $32.2K <0.01% +407 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 482 $31.5K <0.01% +190 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 473 $30.9K <0.01% -15 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 452 $29.5K <0.01% +102 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 436 $28.5K <0.01% -689 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 417 $27.3K <0.01% -394 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 416 $27.2K <0.01% -7 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 400 $26.1K <0.01% -52 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 336 $22K <0.01% -181 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 282 $18.4K <0.01% +149 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 244 $15.9K <0.01% -13 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 227 $14.8K <0.01% +208 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 200 $13.1K <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 200 $13.1K <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 186 $12.2K <0.01% +124 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 180 $11.8K <0.01% 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 170 $11.1K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 167 $10.9K <0.01% 0 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 152 $9.94K <0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 152 $9.13K <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 131 $8.56K <0.01% +52 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 130 $8.5K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 120 $7.84K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $6.54K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 97 $6.34K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 94 $6.14K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 89 $5.82K <0.01% +9 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 81 $5.29K <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 81 $5.29K <0.01% +12 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 80 $5.23K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 80 $5.23K <0.01% +22 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 78 $5.1K 0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 69 $4.51K <0.01% +22 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 71 $4.26K <0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 63 $4.12K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 61 $3.99K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 60 $3.92K <0.01% -34 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 57 $3.73K <0.01% +42 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ORG Partners LLC More: the full row for ORG Partners LLC 55 $3.59K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 47 $3.28K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 50 $3.27K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 49 $3.2K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 47 $3.07K <0.01% +42 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 45 $2.94K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 41 $2.68K <0.01% +28 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 40 $2.62K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 40 $2.62K <0.01% +21 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 38 $2.48K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 38 $2.48K <0.01% -12 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 38 $2.48K <0.01% +29 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 36 $2.35K <0.01% +18 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 36 $2.35K <0.01% +22 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 34 $2.22K <0.01% -161 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 27 $1.77K <0.01% +17 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 20 $1.31K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 19 $1.24K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 18 $1.18K <0.01% +9 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 17 $1.11K <0.01% +8 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 17 $1.11K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 16 $1.05K <0.01% +8 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 21 $1K <0.01% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12 $1K <0.01% -13 13F-HR/A Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $981 <0.01% -1 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 12 $785 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 12 $784 <0.01% +10 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 10 $654 <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9 $589 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 9 $588 <0.01% -3 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 8 $523 <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8 $523 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7 $458 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 7 $458 <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 7 $458 <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6 $393 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6 $392 <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 5 $327 <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5 $327 <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4 $292 <0.01% -3 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 4 $261 <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 3 $196 <0.01% -182 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3 $196 <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3 $196 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2 $152 <0.01% 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2 $133 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2 $131 <0.01% new 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2 $131 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1 $66 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1 $65 <0.01% -13 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 725 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios.