Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 13,600 $384K 0.11% 0 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 13,538 $382K <0.01% new 13F-HR Timeline Group Altar Rock LLC More: the full row for Altar Rock LLC 12,848 $369K 0.43% +5,854 13F-HR Timeline Foresight Group Ltd Liability Partnersh… More: the full row for Foresight Group Ltd Liability Partnership 13,036 $368K 0.07% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 12,914 $364K <0.01% -989 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 12,681 $358K <0.01% 0 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 12,538 $354K <0.01% -480 13F-HR/A Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 12,505 $353K 0.27% -401 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 12,023 $339K 0.04% -6,368 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 12,000 $339K <0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,930 $308K 0.01% -1,329 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 10,602 $299K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 10,283 $290K 0.01% -275 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,775 $276K <0.01% -1,337 13F-HR Timeline Group CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 9,600 $271K <0.01% -4,300 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,544 $269K 0.01% -1,132 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 9,459 $267K 0.01% -6,191 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 9,348 $264K 0.01% new 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,771 $247K <0.01% -9,288 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 8,551 $241K <0.01% -104 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,184 $231K 0.02% -7,287 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 8,036 $227K 0.01% +124 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 7,631 $215K <0.01% 0 13F-HR/A Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 7,608 $215K <0.01% -490 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,601 $214K 0.02% -26,992 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 7,409 $209K <0.01% -2,333 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,409 $209K <0.01% -1,558 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 7,400 $209K 0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,393 $209K <0.01% -11,061 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,307 $206K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,274 $205K <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) 7,209 $203K 0.01% +1,726 13F-HR Timeline Group DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 7,178 $202K <0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,129 $201K <0.01% new 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,096 $200K 0.02% +37 13F-HR Timeline AEW CAPITAL MANAGEMENT L P in group AEW CAPITAL MANAGEMENT L P More: the full row for AEW CAPITAL MANAGEMENT L P 7,033 $198K 0.01% -3,748 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,411 $181K <0.01% -7,503 13F-HR Timeline Group Ninety One UK Ltd More: the full row for Ninety One UK Ltd 6,090 $172K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,552 $157K <0.01% -758 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,274 $121K <0.01% -1,686 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,265 $120K 0.02% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,893 $109K <0.01% -7,518 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,554 $100K <0.01% +1,295 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,171 $89.5K <0.01% -2,274 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,660 $75K <0.01% -1,481 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,286 $64.5K <0.01% +1,665 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,194 $61.9K <0.01% -1,456 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,810 $51.1K <0.01% -232 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,782 $50K 0.03% +655 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,759 $49.6K <0.01% -7,744 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,715 $48.4K 0.01% +963 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,699 $47.9K <0.01% -160 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,414 $39.9K <0.01% -1,545 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,356 $38.3K <0.01% -351 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,317 $37.2K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,240 $35K <0.01% -1,726 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,189 $33.5K <0.01% -292 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,041 $29.2K <0.01% -883 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,000 $28.2K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 809 $22.8K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 785 $22.1K 0.03% +11 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 755 $21.3K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 740 $20.9K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 718 $20.4K <0.01% +100 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 722 $20.4K <0.01% -173 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 621 $17.5K <0.01% -403 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 554 $15.6K <0.01% -1,308 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 506 $14.3K <0.01% -13 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 479 $13.5K <0.01% +432 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 479 $13.5K <0.01% +314 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 477 $13.5K <0.01% -432 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 474 $13.3K <0.01% -2 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 453 $12.8K <0.01% +393 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 400 $11.5K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 310 $8.74K <0.01% +3 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 306 $8.59K <0.01% +47 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 291 $8.35K <0.01% +251 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 280 $7.9K <0.01% +9 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 230 $6.49K <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. 230 $6.49K <0.01% new 13F-HR/A Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 218 $6.15K <0.01% +111 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $5.64K <0.01% -2,000 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 195 $5.5K <0.01% 0 13F-HR/A Timeline Group Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 192 $5.42K <0.01% +78 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 186 $5.25K <0.01% -204 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 181 $5.11K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 177 $4.99K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 122 $3.44K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 100 $2.82K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 98 $2.77K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 95 $2.68K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 94 $2.65K <0.01% +8 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 91 $2.57K <0.01% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 90 $2.54K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 90 $2.54K <0.01% +80 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 78 $2.2K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 75 $2.12K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 73 $2.1K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 72 $2.03K <0.01% new 13F-HR/A Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 72 $2.03K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 69 $1.95K <0.01% -2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 62 $1.75K <0.01% -63 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 56 $1.58K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 51 $1.44K <0.01% -5,922 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 45 $1.27K <0.01% -50 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 44 $1.24K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 40 $1.13K <0.01% -8 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 40 $1.12K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 39 $1.1K <0.01% -266 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 36 $1.02K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 34 $959 <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 30 $847 <0.01% -337 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 25 $705 <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 22 $622 <0.01% -18 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 20 $575 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 17 $480 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 17 $480 <0.01% new 13F-HR/A Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 17 $480 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 16 $451 <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 14 $395 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13 $382 <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 12 $339 <0.01% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $185 <0.01% -1 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 6 $169 <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5 $165 <0.01% new 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 5 $141 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3 $101 <0.01% -15 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $92 <0.01% -124 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $85 <0.01% +2 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $28 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $17 <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 14 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.