Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,156 $221K 0.02% new 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 1,149 $219K 0.01% new 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 1,148 $219K 0.15% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,147 $219K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,146 $219K <0.01% +565 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,134 $216K 0.01% +1,087 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 1,127 $215K <0.01% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,111 $212K <0.01% new 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,095 $209K <0.01% new 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 1,093 $209K 0.03% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,078 $206K 0.03% new 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,075 $205K 0.07% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,060 $202K <0.01% new 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 1,000 $191K 0.11% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 872 $166K <0.01% -646 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 833 $159K 0.01% new 13F-HR/A Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 713 $136K <0.01% -5,692 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 655 $125K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 581 $111K 0.01% +247 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 570 $109K 0.01% -110 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 564 $108K <0.01% -67 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 549 $105K 0.01% -15 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 529 $101K 0.01% -197 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 461 $88K 0.01% -3 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 344 $65.6K <0.01% -144 13F-HR/A Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 340 $64.9K <0.01% +102 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 340 $64.9K 0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 325 $62K 0.02% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 293 $55.8K 0.05% 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 292 $55.7K 0.04% -350 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 288 $55K <0.01% -28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 300 $53K 0.03% -150 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 272 $52K 0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 228 $43.5K <0.01% +69 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 227 $43.3K <0.01% -26 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 215 $41K 0.01% -3,246 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 204 $38.9K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 195 $37.2K <0.01% -30 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 193 $36.8K <0.01% +125 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 181 $34.5K 0.02% -20 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 181 $34.5K 0.08% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 180 $34.4K 0.02% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 174 $33.2K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 169 $32.3K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 163 $31.1K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 163 $31.1K <0.01% +92 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 160 $31K <0.01% +35 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 129 $25K <0.01% new 13F-HR Timeline Group Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 121 $23.1K 0.01% -7,948 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 108 $20.6K <0.01% +29 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 105 $20K <0.01% +56 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 104 $20K <0.01% -2,676 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $19.1K <0.01% -3,896 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 100 $19.1K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 93 $17.7K <0.01% +75 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 91 $17.4K <0.01% +4 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 65 $13.9K <0.01% -8 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 70 $13.4K <0.01% -100 13F-HR Timeline Group Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 70 $13.4K <0.01% -2 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 68 $13K <0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 63 $12K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 61 $11.6K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 60 $11.4K <0.01% +24 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 56 $10.7K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 55 $10.5K <0.01% -10 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 53 $10.1K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 51 $9.73K <0.01% +13 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 50 $9.54K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 46 $8.78K <0.01% +15 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 43 $8.21K <0.01% -1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 43 $8.21K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 37 $7.06K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 35 $6.68K <0.01% +1 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 35 $6.68K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 35 $6.68K <0.01% +22 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 35 $6.68K <0.01% +14 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 31 $5.92K <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. 27 $5.71K <0.01% -8 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 30 $5.63K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 24 $4.58K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 22 $4.2K <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 22 $4K <0.01% +12 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 18 $3.44K <0.01% +10 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 18 $3.44K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 17 $3.24K <0.01% -1 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 14 $2.67K <0.01% +2 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 12 $2.29K <0.01% -1 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12 $2.29K <0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 12 $2.29K <0.01% +7 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 10 $1.91K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 8 $1.53K <0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7 $1.34K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7 $1.34K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7 $1.34K <0.01% -16 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 7 $1.34K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $1.15K <0.01% +2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6 $1.15K <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5 $1K 0.09% -5,886 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5 $976 <0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $955 <0.01% +2 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 5 $954 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4 $764 <0.01% -10 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4 $763 <0.01% new 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 4 $763 <0.01% -52 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3 $573 <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 3 $573 <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3 $573 <0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2 $382 <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1 $191 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $191 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $191 <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.