MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 9,491 $236K 0.01% +1 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 8,977 $236K 0.01% -5,259 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 9,448 $235K <0.01% -133 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 9,322 $232K 0.01% +7,311 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 9,219 $229K <0.01% +446 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 9,204 $229K 0.03% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 9,100 $226K <0.01% +228 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 9,035 $225K 0.12% -3,459 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 8,874 $222K <0.01% +393 13F-HR Timeline Group Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 8,923 $222K 0.07% +23 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 8,802 $219K <0.01% -847 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 8,564 $213K 0.09% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 8,457 $210K 0.04% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 8,125 $208K 0.01% -2,896 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,166 $203K 0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,103 $201K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,032 $200K <0.01% +2,160 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 8,007 $199K 0.01% 0 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 7,604 $189K 0.05% +1,657 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,500 $186K <0.01% -574 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,273 $181K 0.01% +2,047 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,155 $178K <0.01% -366 13F-HR Timeline MOTCO More: the full row for MOTCO 6,456 $160K 0.01% +1,058 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 6,200 $154K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,975 $148K <0.01% -4,496 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,947 $148K <0.01% +5,651 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,899 $147K 0.01% +4,074 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,920 $145K <0.01% +556 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 5,790 $144K 0.01% -5,000 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 5,141 $128K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,888 $121K <0.01% +208 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 4,830 $120K 0.07% +1,225 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,176 $104K <0.01% -960 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,959 $98.4K <0.01% -10 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,005 $74.7K 0.04% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,920 $72.6K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Red Tortoise LLC More: the full row for Red Tortoise LLC 2,755 $68.5K 0.03% +2,225 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,500 $62.1K 0.01% -4,000 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,410 $59.9K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,365 $58.8K <0.01% -41 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,335 $58K <0.01% -1,357 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,274 $56.3K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,197 $55K <0.01% -451 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,007 $49.9K <0.01% new 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 2,000 $49.7K 0.04% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,883 $46.8K 0.02% +1,468 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,869 $46.4K <0.01% +1,845 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,727 $42.9K <0.01% new 13F-HR/A Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,674 $41.6K <0.01% +352 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,560 $38.8K <0.01% -214 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,551 $38.5K 0.02% -97 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,546 $38.5K <0.01% +1,263 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,520 $37.8K 0.01% 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,506 $37.4K 0.03% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,500 $37.3K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,392 $34.6K 0.01% +648 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,320 $32.8K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,304 $32.4K 0.01% +544 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,300 $32.3K <0.01% +142 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,207 $30K <0.01% +779 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,094 $27.2K <0.01% -2,279 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,023 $25.4K <0.01% -758 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 939 $23.3K <0.01% new 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 851 $21.1K 0.02% +195 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 807 $20.1K <0.01% +711 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 725 $18K <0.01% +20 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 693 $17.2K 0.02% +7 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 673 $16.7K 0.01% -28 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 660 $16.4K <0.01% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 602 $15K 0.01% +55 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 568 $14.1K <0.01% +364 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 562 $14K <0.01% +380 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 525 $13K <0.01% -2,213 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 484 $12K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 483 $12K <0.01% +64 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 498 $12K <0.01% +97 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 474 $11.7K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 466 $11.6K <0.01% +437 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 438 $10.9K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 416 $10.3K <0.01% -265 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 411 $10.2K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 308 $7.65K <0.01% +194 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 300 $7.46K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 296 $7.36K <0.01% -202 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 291 $7.23K <0.01% +193 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 277 $6.86K <0.01% -351 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 271 $6.73K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 268 $6.66K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 224 $6.39K <0.01% +50 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 231 $5.74K <0.01% +204 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 230 $5.72K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 229 $5.69K <0.01% -268 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 221 $5.49K <0.01% +67 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 213 $5.29K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 217 $5K <0.01% -166 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $4.97K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 191 $4.75K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 177 $4.4K <0.01% +47 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 165 $4.1K <0.01% -2,290 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 145 $3.6K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 136 $3.39K <0.01% +67 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 130 $3.23K <0.01% +97 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 128 $3.18K <0.01% +113 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 127 $3.16K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 126 $3.13K <0.01% +30 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 125 $3.11K <0.01% +39 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 121 $3.04K <0.01% -1,212 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 122 $3.03K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 158 $3K <0.01% 0 13F-HR/A Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 120 $2.98K <0.01% +17 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 115 $2.86K <0.01% -23 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 108 $2.67K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 100 $2.48K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 99 $2.46K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 93 $2.31K <0.01% -744 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 82 $2.04K <0.01% -7 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 111 $2K <0.01% -127 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 79 $1.96K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 75 $1.86K <0.01% -88 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 74 $1.84K <0.01% +72 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 72 $1.81K <0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 72 $1.79K <0.01% +50 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 70 $1.74K <0.01% -22 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 70 $1.74K <0.01% -161 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 68 $1.69K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 67 $1.69K <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 63 $1.57K <0.01% +39 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 61 $1.52K <0.01% -4 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 58 $1.44K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 56 $1.39K <0.01% +35 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 55 $1.38K <0.01% new 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 55 $1.37K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 50 $1.24K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 48 $1.19K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 47 $1.17K <0.01% +22 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 43 $1.07K <0.01% +9 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 41 $1.02K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 35 $1K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 40 $994 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 39 $993 <0.01% +1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 39 $969 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 37 $919 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 34 $845 <0.01% -66 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 34 $845 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 25 $621 <0.01% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 25 $621 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 24 $597 <0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 24 $597 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 22 $547 <0.01% -3 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 21 $528 <0.01% +18 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 20 $497 <0.01% +5 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20 $497 <0.01% +3 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 15 $373 <0.01% +10 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 14 $348 <0.01% +12 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 14 $348 <0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 10 $249 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $174 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 6 $151 <0.01% -7 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5 $124 <0.01% -50 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4 $111 <0.01% -8,251 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4 $99 <0.01% -291 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 4 $99 <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2 $50 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $25 <0.01% 0 13F-HR Timeline