Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,649 $237K <0.01% new 13F-HR Timeline RWC Asset Management LLP in group RWC ASSET ADVISORS (US) LLC More: the full row for RWC Asset Management LLP 1,648 $237K 0.01% -1,404 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,591 $229K <0.01% +1,106 13F-HR Timeline American Trust More: the full row for American Trust 1,553 $224K 0.02% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,537 $221K <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,535 $221K 0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,512 $218K <0.01% new 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,512 $217K <0.01% -11,437 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,501 $216K 0.02% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 1,489 $214K <0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,488 $214K 0.01% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,479 $213K 0.04% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,453 $209K 0.08% new 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 1,440 $207K <0.01% new 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,425 $205K 0.06% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,421 $205K 0.08% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,417 $204K 0.01% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,404 $202K 0.11% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,403 $202K 0.01% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,400 $202K 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) 1,342 $193K 0.01% -43,893 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,167 $168K 0.01% +367 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,070 $154K 0.01% +488 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,020 $147K 0.02% +16 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,000 $144K 0.05% +995 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 987 $142K <0.01% -12 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 836 $121K <0.01% +484 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 789 $114K <0.01% +683 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 777 $112K <0.01% +80 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 786 $111K 0.01% +405 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 688 $99.1K <0.01% +74 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 678 $97.6K <0.01% +14 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 620 $89.3K 0.02% +341 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 614 $88.4K <0.01% +79 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 587 $84.5K <0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 583 $84K 0.02% +298 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 564 $81.2K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 527 $76K <0.01% +217 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 548 $75.4K <0.01% +382 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 500 $72K 0.02% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 466 $67.1K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 406 $58.5K <0.01% -10 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 379 $54.6K <0.01% -195 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 348 $50.1K 0.03% -5,732 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 333 $48K 0.01% 0 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. 321 $46.2K <0.01% 0 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 316 $45.5K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 302 $44.5K 0.01% +172 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 300 $43.2K 0.03% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 287 $41.3K <0.01% +150 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 240 $37.7K <0.01% +151 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 261 $37.6K 0.02% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 242 $34.9K <0.01% -366 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 233 $33.6K <0.01% +45 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 217 $31.2K <0.01% +81 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 207 $29.8K <0.01% +166 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 202 $29.1K <0.01% new 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 200 $28.8K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 187 $26.9K <0.01% -21 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 179 $25.7K <0.01% +53 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 167 $24K 0.01% +3 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 166 $24K <0.01% -52 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 164 $23.6K 0.01% new 13F-HR Timeline B Group, Inc. More: the full row for B Group, Inc. 158 $22.8K 0.02% -154,842 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 156 $22.5K <0.01% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 146 $21K <0.01% -20 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 120 $17.3K <0.01% +96 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 119 $17.1K 0.01% -11 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 114 $16.4K <0.01% +103 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 108 $15.6K <0.01% +98 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 107 $15.4K <0.01% +27 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 95 $13.7K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 84 $12.1K <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 100 $12.1K <0.01% new 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 81 $11.7K <0.01% -210,847 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 74 $10.7K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 73 $10.5K <0.01% -56 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 73 $10.5K <0.01% -38 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 58 $8.35K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 57 $8.21K <0.01% -2,275 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 52 $8.17K <0.01% new 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 54 $8K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 54 $7.78K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 38 $7.38K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 50 $7K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 47 $6.77K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 46 $6K <0.01% +3 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 41 $5.9K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 38 $5.47K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 37 $5.33K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 36 $5.18K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 36 $5.18K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 35 $5.04K <0.01% +8 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 38 $5K <0.01% +2 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 34 $4.9K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 33 $4.75K <0.01% -574 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 33 $4.75K <0.01% -75 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 32 $4.61K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 31 $4.46K <0.01% +1 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 30 $4.32K <0.01% +10 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 30 $4.32K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 30 $4.32K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 30 $4.32K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 29 $4.18K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 29 $4.15K <0.01% +10 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 28 $4.03K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 27 $3.89K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 26 $3.74K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 25 $3.6K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 25 $3.6K <0.01% +20 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 23 $3.31K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 20 $3.29K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 18 $2.6K <0.01% -500 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 18 $2.59K <0.01% +4 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 17 $2.45K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 15 $2.16K <0.01% -8 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 15 $2.16K <0.01% +5 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 15 $2.16K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 15 $2.14K <0.01% +13 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 13 $1.87K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 13 $1.87K <0.01% -28 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 12 $1.73K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 12 $1.73K <0.01% +10 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 11 $1.58K <0.01% +6 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 10 $1.44K <0.01% +6 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 10 $1.44K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $1.44K <0.01% -11 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 10 $1.44K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $1.34K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $1.15K <0.01% +5 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7 $1.01K <0.01% 0 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 11 $1K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6 $864 <0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $817 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $721 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5 $721 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $720 <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5 $720 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5 $720 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4 $576 <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4 $576 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4 $576 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $433 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $289 <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2 $288 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $288 <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2 $288 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $288 <0.01% 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2 $288 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $288 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $145 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $145 <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1 $144 <0.01% 0 13F-HR Timeline Group