SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,105 $186K <0.01% -462 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,970 $184K <0.01% +1,352 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,501 $172K <0.01% +7,438 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 6,996 $160K 0.08% +6,957 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 6,716 $154K 0.02% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 6,416 $147K 0.08% -6,312 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 6,208 $142K <0.01% -14,744 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,089 $140K 0.01% +2,913 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 5,513 $126K 0.02% -44,437 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 5,491 $126K 0.06% new 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 4,854 $112K <0.01% -144 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,279 $98.2K -260 Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,168 $95.6K <0.01% +158 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 4,166 $95.6K 0.01% -440 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,076 $93.5K <0.01% +33 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,882 $89.1K 0.02% +1,779 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,591 $82K 0.01% -5,177 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 3,470 $79.6K <0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 3,470 $79.6K 0.01% -676 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,369 $77.3K <0.01% new 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 3,336 $77K <0.01% new 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 3,298 $76K <0.01% -4,061 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,031 $69.5K <0.01% +472 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 3,000 $68.8K <0.01% 0 13F-HR/A Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,780 $64K <0.01% +491 13F-HR Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,649 $60.8K <0.01% 0 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,623 $60.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quarry LP More: the full row for Quarry LP 2,475 $56.8K 0.01% -6,811 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,426 $55.7K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,388 $54.8K <0.01% +914 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,345 $54K <0.01% -165 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,243 $51.5K <0.01% +35 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,138 $49K <0.01% +5 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,105 $48.3K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,070 $47.5K 0.01% +1,627 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,046 $46.9K <0.01% +1,231 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,010 $46.1K <0.01% -117 13F-HR/A Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,906 $43.7K <0.01% -42 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,880 $43.1K 0.01% -272 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,787 $41K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,650 $37.9K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,604 $36.8K <0.01% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,610 $36.7K 0.03% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,600 $36.7K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,536 $35.2K 0.01% -288 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,466 $33.6K <0.01% +558 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,435 $32.9K <0.01% +211 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,328 $30.5K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,325 $30.4K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,313 $30.1K <0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,236 $30K 0.02% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,228 $28.2K 0.02% +40 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,210 $27.8K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,153 $26.4K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,000 $23.2K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 973 $22.4K <0.01% +644 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 950 $21.8K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 934 $21.4K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 790 $18.1K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 767 $17.6K <0.01% -500 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 750 $17.2K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 725 $17K <0.01% +198 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 732 $16.8K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 727 $16K <0.01% +89 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 686 $15.7K <0.01% +15 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 625 $15K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 635 $14.6K <0.01% +115 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 624 $14.3K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 641 $14K <0.01% -57 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 565 $13K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 536 $12K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 489 $11.2K 0.01% +5 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 446 $10.2K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 413 $9.47K 0.01% +77 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 399 $9.15K <0.01% +347 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 395 $9.06K 0.01% +93 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 327 $7.5K <0.01% +6 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 295 $6.77K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 283 $6.49K <0.01% +12 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 267 $6.12K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 258 $5.92K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 253 $5.8K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 248 $5.69K <0.01% +17 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 247 $5.67K <0.01% 0 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 235 $5.39K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 215 $4.93K <0.01% +206 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 212 $4.86K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 209 $4.79K <0.01% +175 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 206 $4.72K <0.01% +34 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 205 $4.7K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 171 $3.92K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 162 $3.72K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 161 $3.69K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 161 $3.69K <0.01% +35 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 152 $3.49K <0.01% -38 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 145 $3.33K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 139 $3K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 125 $2.87K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 123 $2.82K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 118 $2.71K <0.01% 0 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 117 $2.68K <0.01% +82 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 115 $2.64K <0.01% +10 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 112 $2.57K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 108 $2.48K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 103 $2.42K <0.01% +12 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 104 $2.39K <0.01% new 13F-HR/A Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 100 $2.29K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 96 $2.2K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 97 $2.12K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 90 $2.06K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 80 $1.84K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 80 $1.83K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 69 $1.58K <0.01% new 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 58 $1.52K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 61 $1.4K <0.01% +5 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 55 $1.26K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 53 $1.22K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 53 $1.22K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 53 $1.22K <0.01% +13 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 52 $1.19K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 52 $1.19K <0.01% +7 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 51 $1.17K <0.01% -897 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 46 $1.06K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 79 $1K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 42 $993 <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 43 $986 <0.01% -40 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 42 $963 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 41 $941 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 40 $927 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 39 $895 <0.01% -99 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 38 $872 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 36 $826 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 34 $813 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 35 $803 <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 32 $734 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 32 $734 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 31 $711 <0.01% +5 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 29 $666 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 26 $600 <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 26 $597 <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 22 $516 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 22 $505 <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 22 $505 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 19 $436 <0.01% +3 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10 $229 <0.01% -75 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 10 $229 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7 $166 <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2 $46 <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 21 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.