Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,564 $474K <0.01% +109 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 7,617 $472K <0.01% new 13F-HR Timeline Group Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 7,314 $458K 0.13% -7 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,237 $453K 0.09% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 7,208 $451K <0.01% +132 13F-HR Timeline Group IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 6,898 $432K 0.04% new 13F-HR Timeline LONE PEAK GLOBAL INVESTORS LLC More: the full row for LONE PEAK GLOBAL INVESTORS LLC 6,369 $399K 0.07% +1,615 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 6,347 $397K 0.01% -159 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 6,232 $390K 0.14% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 6,200 $388K 0.1% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 6,139 $384K 0.15% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,107 $382K <0.01% +773 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 6,093 $381K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,036 $378K <0.01% +580 13F-HR Timeline Group BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 5,964 $373K 0.2% +439 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 5,894 $369K 0.26% -382 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,601 $351K 0.02% -10,641 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 5,380 $337K <0.01% -2,155 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,227 $327K 0.01% -100 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 5,077 $318K 0.04% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,056 $317K <0.01% new 13F-HR/A Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 5,046 $316K 0.03% +410 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 4,806 $301K 0.1% -170 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 4,746 $297K 0.14% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,698 $294K <0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,677 $293K <0.01% 0 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,607 $288K 0.01% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,600 $288K 0.03% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 4,600 $288K 0.02% 0 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 4,454 $279K 0.05% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,400 $276K <0.01% -4,164 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,357 $273K 0.01% new 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 4,333 $271K 0.03% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 4,279 $268K +3,234 Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,153 $260K <0.01% new 13F-HR/A Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,095 $256K 0.04% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,087 $256K 0.01% new 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 4,081 $256K 0.04% new 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 4,067 $255K 0.11% +58 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 4,033 $253K <0.01% new 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,935 $248K 0.05% -100 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,946 $247K 0.09% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,921 $245K 0.01% -19 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,914 $245K 0.01% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,906 $245K 0.01% +6 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,845 $241K 0.07% 0 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 3,836 $240K 0.01% -70 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 3,828 $239K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,805 $238K 0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,709 $232K 0.01% new 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) 3,693 $231K 0.01% -9,462 13F-HR Timeline Group IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 3,669 $230K 0.1% -32 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,643 $228K 0.01% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,550 $222K 0.04% -88 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,543 $222K <0.01% new 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,538 $222K <0.01% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,847 $220K 0.13% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,447 $216K 0.03% -854 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,423 $214K 0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,407 $213K <0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 3,369 $211K <0.01% -2,695 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,364 $211K <0.01% new 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,329 $208K <0.01% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,294 $206K 0.06% new 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 3,234 $202K 0.14% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,199 $200K <0.01% new 13F-HR/A Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 3,199 $200K <0.01% -72 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,181 $199K <0.01% +195 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 3,123 $196K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,052 $191K <0.01% +310 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,745 $172K 0.02% -3,396 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,723 $170K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,546 $159K <0.01% +1,739 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,266 $142K 0.01% -77 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,656 $104K <0.01% +45 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,435 $89.8K <0.01% +115 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,315 $82.3K <0.01% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,148 $72K <0.01% -59 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,036 $64.9K <0.01% +25 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,013 $63.4K <0.01% 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 1,010 $63.2K <0.01% 0 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,000 $62.6K <0.01% 0 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 884 $55.3K 0.01% -71 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 849 $53.2K <0.01% +794 13F-HR/A Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 804 $50K <0.01% -22 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 795 $49.8K 0.01% -1,072 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 785 $49.1K <0.01% -16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 754 $47.2K <0.01% new 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 740 $46.3K <0.01% -130 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 719 $45K <0.01% +345 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 712 $44.6K 0.03% new 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 612 $38K <0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 559 $35K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 543 $34K <0.01% +107 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 453 $28.4K 0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 421 $26K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 391 $24.4K <0.01% +68 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 375 $23.5K 0.01% +3 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 363 $22.7K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 348 $22K 0.01% -288 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 333 $21K <0.01% +223 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 342 $21K <0.01% -401 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 316 $19.8K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 297 $18.6K 0.01% -55 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 288 $18K <0.01% +53 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 284 $17.8K <0.01% -415 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 265 $16.6K <0.01% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 244 $15.3K 0.01% +24 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 235 $14.7K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 227 $14.2K <0.01% +140 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 215 $13.5K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 200 $12.5K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 203 $12K <0.01% +12 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 147 $9.2K <0.01% +65 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 147 $9.2K <0.01% +83 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 146 $9.14K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 140 $8.77K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 133 $8.33K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 125 $7.83K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 122 $7.64K <0.01% -39 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 99 $6.2K <0.01% +27 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 96 $6.01K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 94 $5.89K <0.01% -22 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 86 $5.34K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 80 $5.04K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 75 $4.7K <0.01% +3 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 71 $4.45K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 69 $4.32K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 65 $4.07K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 63 $3.94K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 62 $3.88K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 55 $3.44K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 48 $3K <0.01% -460 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 39 $2.44K <0.01% +31 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 32 $2K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 30 $1.89K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 30 $1.88K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 30 $1.88K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 18 $1.13K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $1.01K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 16 $1K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 23 $1K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 21 $1K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 13 $814 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 12 $752 <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 10 $626 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 10 $588 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $501 <0.01% +2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $501 <0.01% +2 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7 $438 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $375 <0.01% +1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5 $313 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $125 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $63 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $63 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 14 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.