Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,886 $518K <0.01% -161 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. 3,845 $513K <0.01% -53 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,902 $499K <0.01% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,698 $493K <0.01% -807 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,651 $487K 0.05% 0 13F-HR/A Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 3,584 $478K 0.01% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,507 $468K <0.01% +18 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,446 $459K 0.03% 0 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,433 $458K 0.01% -123 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,248 $433K 0.01% +409 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,186 $425K <0.01% +6 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,138 $418K <0.01% -3,734 13F-HR Timeline Group M&G PLC in group M&G PLC More: the full row for M&G PLC 3,053 $406K <0.01% -187 13F-HR Timeline Group Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,005 $401K 0.16% new 13F-HR Timeline DAFNA Capital Management LLC More: the full row for DAFNA Capital Management LLC 3,000 $400K 0.09% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 2,964 $395K 0.04% new 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,782 $371K 0.06% +61 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,765 $369K 0.01% 0 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,650 $353K 0.11% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,571 $343K 0.02% -840 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 2,550 $340K 0.03% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,536 $338K <0.01% +56 13F-HR/A Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,455 $327K 0.08% new 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 2,447 $326K 0.01% -1,289 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,415 $322K 0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,408 $321K <0.01% +50 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,394 $319K <0.01% +2,350 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 2,389 $319K <0.01% new 13F-HR/A Timeline Group Utah Retirement Systems More: the full row for Utah Retirement Systems 2,300 $307K <0.01% -4,821 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,281 $305K 0.01% -169 13F-HR/A Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,205 $294K 0.01% +5 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,172 $290K 0.03% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,172 $290K 0.02% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,115 $282K 0.03% +2,090 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 2,110 $281K <0.01% -1,788 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,095 $279K <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,056 $274K <0.01% +96 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,042 $272K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,980 $264K <0.01% +45 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 1,965 $262K <0.01% -14,370 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,953 $260K <0.01% new 13F-HR Timeline Group ProShare Advisors LLC More: the full row for ProShare Advisors LLC 1,925 $257K <0.01% -178 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,914 $255K 0.04% +1,876 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 1,840 $245K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,683 $243K <0.01% -227 13F-HR/A Timeline Group Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 1,815 $242K 0.06% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,790 $239K 0.03% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,716 $229K <0.01% new 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,713 $228K 0.01% 0 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 1,700 $227K 0.18% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,635 $218K 0.01% -163 13F-HR Timeline Group Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 1,617 $216K 0.04% -1,154 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,542 $206K <0.01% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,544 $206K <0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,528 $204K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,376 $183K 0.01% -154 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,280 $171K <0.01% +189 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,183 $158K <0.01% +133 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,134 $151K <0.01% 0 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) 1,073 $143K <0.01% -13,695 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,070 $143K <0.01% -93 13F-HR Timeline Group Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 987 $131K <0.01% +146 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 970 $129K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 956 $127K 0.05% -50 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 886 $118K 0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 723 $96.4K <0.01% +28 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 685 $91.3K <0.01% +85 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 626 $83.5K 0.05% +31 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 625 $83.3K 0.01% 0 13F-HR Timeline VitalStone Financial, LLC More: the full row for VitalStone Financial, LLC 597 $79.6K 0.05% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 593 $79K <0.01% +10 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 567 $75.5K 0.03% -566 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 518 $69.1K <0.01% -77 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 500 $66.7K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 421 $56.1K <0.01% +36 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 403 $53.7K <0.01% -20 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 400 $53.3K 0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 360 $48K 0.02% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 299 $39.9K <0.01% -22 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 262 $34.9K <0.01% -64 13F-HR Timeline Quarry LP More: the full row for Quarry LP 252 $33.6K 0.01% -1,027 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 239 $31.9K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 229 $30.5K <0.01% +215 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 228 $30K <0.01% +73 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 218 $29.1K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 202 $26.9K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 197 $26.3K <0.01% -62 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 190 $25.3K <0.01% +135 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 184 $24.5K <0.01% -274 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 169 $22.5K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 160 $21.4K <0.01% -1 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 160 $21.3K <0.01% -113 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 154 $20.5K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 144 $19.2K <0.01% -1 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 126 $15.9K <0.01% +97 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 114 $15.2K 0.04% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 112 $14.9K <0.01% -44 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 107 $14K 0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 100 $13.3K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 96 $13K <0.01% +26 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 94 $12.5K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 91 $12.1K <0.01% +3 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 85 $11.3K <0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 83 $11K <0.01% -1,057 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 81 $11K 0.01% +1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 79 $10.5K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 70 $9.33K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 70 $9.33K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 68 $9.07K <0.01% +46 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smithfield Trust Co More: the full row for Smithfield Trust Co 65 $9K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 57 $7.6K <0.01% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 50 $6.67K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 49 $6.53K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 41 $5.47K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 40 $5.33K <0.01% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 39 $5.2K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 38 $5.07K <0.01% +18 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 37 $4.93K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 30 $4K <0.01% -4 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 26 $3.47K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 23 $3.07K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 21 $2.8K <0.01% +6 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 20 $2.67K <0.01% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 15 $2.43K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 18 $2.4K <0.01% -10 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 18 $2.4K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 18 $2.4K <0.01% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 17 $2.27K <0.01% -6 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 16 $2.13K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 15 $2K <0.01% -23 13F-HR Timeline FinTrust Capital Advisors, LLC More: the full row for FinTrust Capital Advisors, LLC 13 $1.73K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 13 $1.73K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 13 $1.73K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12 $1.6K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 12 $1.6K <0.01% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 11 $1.47K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 11 $1.47K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9 $1.44K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9 $1.2K <0.01% +8 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 9 $1.2K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 12 $1K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7 $933 <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 6 $800 <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6 $800 <0.01% -50 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $800 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5 $667 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4 $534 <0.01% new 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4 $533 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3 $400 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $400 <0.01% new 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 2 $267 <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2 $265 <0.01% new 13F-HR Timeline Group First Personal Financial Services More: the full row for First Personal Financial Services 1 $134 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1 $133 <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.