AMALGAMATED BANK More: the full row for AMALGAMATED BANK 974 $114K <0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 962 $112K <0.01% -110 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 860 $100K <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 733 $86K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 661 $77.2K <0.01% new 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 604 $70K 0.01% -960 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 524 $61.1K 0.01% +3 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 494 $57.6K 0.01% -4 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 488 $57K <0.01% -189 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 476 $55.5K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 471 $54.9K <0.01% -186 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 460 $53.7K 0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 444 $51.8K <0.01% new 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 438 $51.1K <0.01% +74 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 430 $50.2K <0.01% +371 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 390 $45.5K <0.01% -194 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 382 $44.6K 0.01% -1,777 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 345 $40.2K 0.03% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 322 $38.3K <0.01% -1,442 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 314 $36.6K <0.01% +13 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 301 $35.1K <0.01% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 270 $31.5K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 262 $30.6K 0.02% new 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 257 $30K <0.01% 0 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 248 $29K <0.01% +86 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 221 $25.1K <0.01% +39 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 206 $24K <0.01% +1 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 201 $24K 0.01% -5 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 176 $20.6K <0.01% +24 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 162 $18.9K <0.01% +94 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 144 $16.8K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 138 $16.1K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 123 $14.3K <0.01% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 108 $12.6K <0.01% +1 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 107 $12.5K <0.01% -28 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 107 $12.5K <0.01% -147 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 89 $10.4K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 78 $9.12K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 69 $8.05K <0.01% -36 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 55 $6.42K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 57 $6K <0.01% -2 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. 51 $5.95K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 44 $5.13K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 42 $4.9K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 40 $4.67K <0.01% +18 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 36 $4.2K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 38 $4K <0.01% -5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 33 $3.85K <0.01% -13 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 32 $3.73K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 31 $3.62K <0.01% +23 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 29 $3.38K <0.01% -435 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 29 $3.38K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 27 $3.15K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 24 $3K <0.01% +14 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 24 $2.8K <0.01% -1 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 22 $2.57K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19 $2.22K <0.01% -6 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 19 $2.22K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 15 $1.75K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 15 $1.75K <0.01% +7 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 14 $1.63K <0.01% -23 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 12 $1.4K <0.01% -1 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 12 $1.4K <0.01% -4 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 11 $1.28K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 9 $1.05K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 9 $1.05K <0.01% -2 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 13 $1K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11 $1K <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 6 $843 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7 $817 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11 $814 <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7 $767 <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4 $467 <0.01% new 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 4 $467 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4 $467 <0.01% -5 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $467 <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3 $350 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2 $234 <0.01% -4 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1 $117 <0.01% -18 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $117 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $117 <0.01% -1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $117 <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.