PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 870 $277K <0.01% -250 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 868 $276K 0.06% 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 861 $274K <0.01% -1,392 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 858 $273K 0.16% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 853 $272K <0.01% -38 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 850 $271K 0.07% -200 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 842 $268K 0.01% -89 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 840 $267K 0.01% -20 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 835 $266K 0.01% +41 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 830 $264K <0.01% +10 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 827 $263K 0.01% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 822 $262K <0.01% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 820 $261K 0.1% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 781 $258K 0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 809 $258K 0.01% -19 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 806 $257K 0.02% -88 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 804 $256K <0.01% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 800 $255K 0.03% 0 13F-HR/A Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 788 $251K 0.19% 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) 785 $250K 0.01% -526 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 783 $249K 0.03% +3 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 777 $247K <0.01% 0 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 769 $245K 0.01% -69 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 763 $243K 0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 761 $242K 0.01% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 752 $239K 0.05% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 738 $235K <0.01% -26 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 735 $234K 0.01% -79 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 735 $234K <0.01% new 13F-HR Timeline ANB BANK More: the full row for ANB BANK 723 $230K 0.09% new 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 715 $228K 0.11% +395 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 713 $227K <0.01% -13,605 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 708 $225K <0.01% new 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 700 $223K <0.01% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 700 $223K 0.01% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 699 $223K 0.02% +1 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 692 $220K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 667 $217K 0.01% -543 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 675 $215K 0.11% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 674 $215K <0.01% -16 13F-HR Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 674 $214K 0.1% -107 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 663 $211K <0.01% -303 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 660 $210K 0.02% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 654 $208K <0.01% -33 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 652 $208K 0.04% +1 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 651 $207K 0.05% +57 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 648 $206K 0.01% -580 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 635 $202K 0.01% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 627 $202K 0.04% 0 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 627 $202K 0.04% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 600 $191K <0.01% +13 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 600 $191K 0.14% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 592 $189K 0.02% -70 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 563 $179K <0.01% +185 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 530 $169K <0.01% -73 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 515 $164K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 438 $139K 0.01% -337 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 430 $137K 0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 426 $136K 0.07% 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 400 $127K <0.01% +100 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 353 $112K <0.01% -34 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 333 $106K 0.06% -313 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 250 $79.6K <0.01% +124 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 249 $79.3K 0.05% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 239 $76.1K 0.02% +194 13F-HR/A Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 224 $71.3K 0.03% +220 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 222 $70.7K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 209 $66.5K <0.01% -36 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 206 $65.6K 0.01% -165 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 205 $65.3K 0.02% new 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 200 $63.7K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 198 $63K <0.01% +68 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 187 $59.5K 0.04% -144 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 175 $58.8K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 184 $58.6K <0.01% +1 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 175 $55.7K 0.02% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 172 $54.8K 0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 169 $53.8K <0.01% +106 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 168 $53.5K 0.01% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 151 $48K 0.05% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 147 $46.8K <0.01% -241 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 147 $46.8K <0.01% +9 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 134 $43K <0.01% +92 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 129 $41.1K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 118 $37.6K <0.01% -5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 110 $34.9K <0.01% +17 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 109 $34.7K <0.01% -233 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $31.8K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 98 $31.2K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 87 $27.7K 0.01% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 84 $26.7K <0.01% -3 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 82 $26.1K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 82 $26.1K 0.01% -27 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 77 $24.5K <0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 74 $23.6K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 73 $23.2K <0.01% +7 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 73 $23.2K 0.01% +12 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 71 $22.6K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 63 $20.1K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 61 $19.4K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 59 $18.3K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 50 $15.9K <0.01% -250 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 50 $15.9K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 50 $15.9K <0.01% +11 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 44 $14K 0.01% +14 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 43 $13.7K <0.01% +2 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 43 $13.7K <0.01% new 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 42 $13.4K <0.01% -3 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 40 $12.7K <0.01% -12 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 39 $12.4K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 38 $12.1K <0.01% +10 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 38 $12.1K <0.01% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 37 $12K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 33 $10.5K <0.01% +4 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 33 $10.5K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 33 $10.5K 0.01% -4,862 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 30 $9.55K <0.01% new 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 26 $8.28K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 26 $8.28K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 25 $7.96K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 24 $7.64K <0.01% -3 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 24 $7.64K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 22 $7.01K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 20 $6.37K <0.01% -3 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 18 $5.73K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 16 $5.09K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 16 $5.09K <0.01% -1 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 16 $5.09K <0.01% +4 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 15 $4.78K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15 $4.78K <0.01% -24 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 13 $4.14K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 13 $4.14K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 12 $3.82K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 11 $3.53K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 8 $2.55K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 8 $2.55K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $1.91K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 5 $1.59K <0.01% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4 $1.27K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4 $1.27K <0.01% -2,016 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $1.27K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3 $956 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3 $956 <0.01% -1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 3 $956 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $956 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $955 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3 $955 <0.01% -4 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $955 <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3 $955 <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2 $638 <0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2 $637 <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $637 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2 $637 <0.01% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 2 $637 <0.01% 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1 $319 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $319 <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1 $318 <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1 $318 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1 $318 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $173 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3 $0 0% +1 13F-HR Timeline Value filed as zero, left out of ratios.