Oak Thistle LLC More: the full row for Oak Thistle LLC 10,600 $162K 0.05% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 10,331 $158K <0.01% new 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 10,196 $156K <0.01% +2,062 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,546 $131K <0.01% +3,268 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,223 $110K <0.01% +148 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 6,343 $97K <0.01% +2,283 13F-HR Timeline Group Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 6,003 $91.8K <0.01% -637 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,099 $78K 0.01% +2,524 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,592 $70.2K <0.01% +472 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,440 $52.6K 0.02% +582 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,162 $48.3K <0.01% +104 13F-HR/A Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 2,504 $38.3K <0.01% +7 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,004 $30.6K <0.01% +1,082 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,813 $27.7K <0.01% +525 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,292 $19.8K <0.01% new 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,286 $19.7K <0.01% new 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/ 1,255 $19.2K <0.01% +114 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,190 $18.2K <0.01% +748 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,107 $16.9K <0.01% -789 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,068 $16.3K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 923 $14.1K <0.01% +34 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 843 $12.9K <0.01% +547 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 771 $11.8K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 723 $11.1K <0.01% +10 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 700 $10.7K <0.01% -100 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 532 $8.13K <0.01% -96 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 500 $7.64K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 460 $7.03K <0.01% -16 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 436 $6.67K <0.01% -57 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 429 $6.56K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 313 $4.79K <0.01% +174 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 287 $4.39K <0.01% 0 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 267 $4.08K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 262 $4.01K <0.01% +94 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 201 $3.07K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 163 $2.49K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 158 $2.42K <0.01% -15 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 143 $2.19K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 120 $1.83K <0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 100 $1.53K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 86 $1.31K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 75 $1.15K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 118 $1K <0.01% +62 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 65 $994 <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 61 $933 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 36 $551 <0.01% -3 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 28 $428 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 21 $321 <0.01% 0 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $306 <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $245 <0.01% +3 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 13 $199 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4 $61 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $31 <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $15 <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 18 $0 0% +4 13F-HR 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% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.