Covestor Ltd More: the full row for Covestor Ltd 765 $79K 0.05% +470 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 757 $78.2K <0.01% +6 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 738 $76.3K 0.01% -153 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 737 $76.2K <0.01% +42 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 598 $61.8K <0.01% +6 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 569 $58.8K 0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 557 $57.6K <0.01% -20 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 530 $54.8K 0.02% -67 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 511 $52.8K 0.05% 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 501 $51.8K <0.01% -48 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 477 $49.3K 0.03% -36 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 405 $41.9K <0.01% -250 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 404 $41.8K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 401 $41.4K <0.01% +311 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 367 $37.4K <0.01% +247 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 337 $34.9K <0.01% +60 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 310 $32.1K <0.01% +158 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 301 $31.5K <0.01% -2 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) 281 $29.1K <0.01% -1,676 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 257 $26.6K <0.01% -33 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 200 $21.2K <0.01% +200 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 190 $19.6K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 190 $19K <0.01% +153 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 173 $17.9K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 163 $16.8K 0.01% -4 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 157 $16.6K <0.01% -9 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 159 $16.3K <0.01% +67 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 150 $15.5K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 127 $13.1K <0.01% -185 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 119 $12.3K <0.01% +97 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 114 $12K <0.01% +10 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 103 $10.6K 0.01% +1 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 102 $10.5K <0.01% -1 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 98 $10K <0.01% -4 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 91 $9.41K <0.01% +72 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 88 $9.1K <0.01% 0 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 11,761 $8.58K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 82 $8.48K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 82 $8.45K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 75 $7.75K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 67 $6.93K <0.01% -10 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 60 $6.2K <0.01% +19 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 54 $5.58K <0.01% +32 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 54 $5.58K <0.01% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 54 $5.57K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 52 $5.42K <0.01% 0 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 52 $5.38K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 51 $5.27K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 51 $5.27K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 50 $5K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 48 $4.96K <0.01% -31 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NFSG Corp More: the full row for NFSG Corp 45 $4.69K <0.01% +11 13F-HR Timeline Quarry LP More: the full row for Quarry LP 42 $4.34K <0.01% -87 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 40 $4.14K <0.01% -47 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 39 $4K <0.01% +7 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 34 $3.52K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 33 $3.41K <0.01% -22 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 31 $3.21K <0.01% -358 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 30 $3.1K <0.01% -5 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 27 $2.79K <0.01% +7 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 25 $2.59K <0.01% -3 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 25 $2.58K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 25 $2.58K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 21 $2.17K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 20 $2.07K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 19 $1.96K <0.01% -24 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 18 $1.86K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 14 $1.45K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 14 $1.45K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12 $1.24K <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 12 $1.24K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 9 $919 <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8 $827 <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7 $724 <0.01% -4 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7 $724 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 7 $723 <0.01% -203 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $621 <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6 $620 <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6 $620 <0.01% -4 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 6 $620 <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $517 <0.01% -1 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4 $407 <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2 $207 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2 $207 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $104 <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1 $103 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1 $103 <0.01% -1 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1 $103 <0.01% -23 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $103 <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.