MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 6,743 $128K <0.01% -290 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 4,800 $90.9K 0.06% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,532 $85.8K <0.01% +1,439 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,106 $77.8K <0.01% -18,861 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,350 $63.4K <0.01% +2,428 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,176 $60.2K <0.01% -1,456 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,483 $47K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,404 $45.5K 0.01% +154 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 2,382 $45.1K <0.01% -35,618 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,956 $37K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,835 $35.2K <0.01% -480 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,743 $33K <0.01% +1,079 13F-HR Timeline Group FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 1,480 $28K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,224 $21.5K <0.01% -219 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,113 $21.1K <0.01% -802 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,069 $20.2K <0.01% -640 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,034 $19.6K <0.01% -4,136 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,033 $19.6K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,014 $19.2K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 986 $19K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,000 $18.9K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 976 $18.5K <0.01% -944 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 954 $18.1K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 921 $17.4K <0.01% +432 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 840 $15.9K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 685 $14K <0.01% -275 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 671 $12.7K <0.01% +56 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 595 $11.3K <0.01% -5 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 532 $10K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 450 $8.52K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 398 $7.54K <0.01% -54 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 378 $7.16K <0.01% -15 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 369 $6.99K <0.01% 0 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 360 $6.91K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 325 $6K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 310 $5.87K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 300 $5.68K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 300 $5.68K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 300 $5.68K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 276 $5.23K <0.01% -242 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 266 $5.04K <0.01% -80 13F-HR/A Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 260 $4.92K <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 260 $4.92K <0.01% new 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 250 $4.64K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 198 $4K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 208 $3.94K <0.01% +68 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 203 $3.85K <0.01% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 189 $3.58K <0.01% -819 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 181 $3.43K <0.01% +86 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 148 $2.8K <0.01% -16 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 143 $2.71K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 142 $2.69K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 141 $2.67K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 134 $2.54K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 123 $2.33K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 120 $2.27K <0.01% +28 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 114 $2.16K <0.01% -282 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 88 $1.67K <0.01% -84 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 80 $1.51K <0.01% -111 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 67 $1.27K <0.01% -32 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 63 $1.19K <0.01% +20 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 62 $1.17K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 55 $1.05K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 53 $1K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 39 $1K <0.01% -50 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 44 $834 <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 44 $833 <0.01% new 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 41 $777 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 40 $758 <0.01% -1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 40 $758 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 36 $682 <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 30 $573 <0.01% +6 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 30 $569 <0.01% new 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 28 $530 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 28 $530 <0.01% +16 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 26 $492 <0.01% -20 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 25 $474 <0.01% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 25 $474 <0.01% -217 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 21 $424 <0.01% -171 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 21 $398 <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 18 $341 <0.01% -1 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 18 $341 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $228 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11 $220 <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 11 $208 <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 11 $208 <0.01% -3,113 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $133 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7 $132 <0.01% +1 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5 $95 <0.01% new 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4 $76 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2 $38 <0.01% 0 13F-HR/A Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 0 $3 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.