Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,895 $284K 0.01% -2,314 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,797 $277K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,800 $274K <0.01% -1,634 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 3,758 $274K <0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,749 $273K <0.01% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,741 $273K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,626 $264K <0.01% 0 13F-HR Timeline Palo Duro Investment Partners, LP More: the full row for Palo Duro Investment Partners, LP 3,407 $248K 0.05% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 3,361 $245K 0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,253 $237K 0.01% +70 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,181 $232K 0.02% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,050 $222K <0.01% new 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,029 $221K 0.06% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,970 $216K 0.01% new 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 2,916 $213K 0.18% -29,434 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,872 $209K <0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,774 $202K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,426 $201K 0.03% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,744 $200K <0.01% -758 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,655 $194K <0.01% -16,551 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,434 $177K <0.01% -1,516 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,074 $151K <0.01% +292 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,941 $141K <0.01% -54 13F-HR/A Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,919 $140K 0.06% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,919 $140K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,901 $139K <0.01% -1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,784 $130K <0.01% 0 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 1,477 $108K 0.01% -1,106 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,437 $104K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,396 $102K 0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,340 $97.7K <0.01% -979 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,300 $94.7K 0.06% -865 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,295 $94.4K <0.01% -996 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,169 $85.2K <0.01% +118 13F-HR/A Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,120 $81.6K 0.01% +45 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,100 $80.2K 0.04% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,099 $80.1K <0.01% +505 13F-HR/A Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,082 $78.9K <0.01% +603 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 959 $69.9K 0.02% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 929 $67.7K 0.01% +847 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 913 $66.5K <0.01% -36 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 884 $64.4K <0.01% -113 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 863 $62.9K <0.01% new 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 822 $58.3K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 779 $56.8K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 728 $51.8K <0.01% +140 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 703 $51.2K 0.01% +43 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 664 $48K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 611 $44.5K <0.01% +208 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 540 $39.4K <0.01% -370 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 505 $36.8K <0.01% -39 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 491 $35.8K <0.01% +40 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 452 $33K <0.01% -511 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 377 $27.5K <0.01% -310 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 370 $27K <0.01% +46 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 364 $26.5K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 340 $25.6K <0.01% +35 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 273 $19.9K <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 271 $19.8K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 254 $18.5K <0.01% +6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 248 $18.1K <0.01% +49 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 237 $17.3K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 219 $16K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 219 $15.8K <0.01% +4 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 208 $15.2K <0.01% +150 13F-HR Timeline Group Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 208 $15.2K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 202 $14.7K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 184 $13.4K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 165 $12.9K <0.01% +129 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 150 $10.9K <0.01% -33 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 143 $10.4K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 138 $10.1K <0.01% +2 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 135 $9.58K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 128 $9.33K <0.01% +1 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 131 $9.29K <0.01% -10 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 126 $9.18K <0.01% +120 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 104 $7.58K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 99 $7.21K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 97 $6.88K <0.01% -138 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 86 $6.27K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 86 $6.27K <0.01% -197 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 85 $6.2K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 80 $5.83K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 77 $5.61K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 74 $5.39K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 61 $4.45K <0.01% +5 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 61 $4.45K <0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 61 $4.45K <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. 60 $4.37K <0.01% new 13F-HR/A Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 58 $4.23K <0.01% +3 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 58 $4.23K <0.01% +30 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 53 $3.86K <0.01% +28 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 50 $3.64K <0.01% -40 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 50 $3.64K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 48 $3.5K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 45 $3.28K <0.01% -51 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 40 $3K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 35 $2.55K <0.01% -27 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 32 $2.33K <0.01% new 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 28 $2.04K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 27 $1.97K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 27 $1.97K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 25 $1.82K <0.01% +13 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 20 $1.46K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 18 $1.31K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 16 $1.17K <0.01% 0 13F-HR/A Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 14 $1.02K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 6 $1K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 13 $947 <0.01% 0 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 12 $874 <0.01% +3 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10 $729 <0.01% +4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 10 $729 <0.01% -1 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10 $729 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $656 <0.01% +1 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 8 $584 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 6 $438 <0.01% +3 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6 $437 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $437 <0.01% +1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5 $365 <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 5 $365 <0.01% new 13F-HR/A Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4 $292 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $292 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2 $177 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $73 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $73 <0.01% new 13F-HR Timeline