STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 21,260 $142K <0.01% 0 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 21,181 $142K 0.01% -3,928 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 20,516 $137K 0.01% -17,513 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 20,052 $134K 0.01% +1,568 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 20,000 $134K <0.01% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 19,872 $133K 0.02% +2,910 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 19,823 $133K <0.01% -604 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 19,338 $130K <0.01% +1,166 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 19,272 $129K 0.01% -151 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 23,300 $129K 0.02% -256 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 18,829 $126K <0.01% +2,543 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 18,734 $126K <0.01% -14,059 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 18,557 $124K <0.01% -3,178 13F-HR Timeline Group Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 18,543 $124K 0.1% +837 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 18,373 $123K <0.01% +6,148 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 17,989 $121K 0.02% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 17,819 $119K 0.01% new 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 17,774 $119K 0.03% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 17,169 $115K 0.02% +1,053 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 17,124 $115K 0.01% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 16,938 $113K 0.03% +2,979 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 16,746 $112K 0.08% +600 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 16,597 $111K <0.01% +686 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 16,483 $110K <0.01% -42,436 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,471 $110K <0.01% +1,179 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 16,139 $108K <0.01% +4,801 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 15,597 $104K <0.01% new 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 15,480 $104K <0.01% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 15,008 $101K <0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 15,520 $100K 0.01% +4,797 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 14,810 $99.2K <0.01% -16,086 13F-HR Timeline Group Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 14,766 $98.9K 0.1% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 14,237 $95.4K <0.01% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 13,995 $93.8K 0.04% +163 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 13,971 $93.6K 0.01% -290 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,867 $92.9K <0.01% +4,112 13F-HR Timeline Group Western Financial Corp/CA More: the full row for Western Financial Corp/CA 13,788 $92.4K 0.04% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,750 $92.1K <0.01% +1,046 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 13,475 $90.3K 0.02% +1,238 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 13,529 $90K <0.01% +6,321 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 13,183 $88.3K 0.01% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 13,069 $87.6K 0.03% +1,199 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 12,886 $86.3K <0.01% -8,521 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 12,785 $85.7K 0.05% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 12,748 $85.4K 0.01% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,662 $84.8K 0.01% new 13F-HR Timeline AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 12,472 $83.6K <0.01% 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 12,384 $83K 0.01% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 12,382 $83K 0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 12,183 $82K <0.01% -12,255 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,204 $81.8K <0.01% -56,630 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 11,999 $80.4K <0.01% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 11,932 $79.9K 0.03% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 11,858 $79.4K 0.05% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 11,632 $77.9K 0.01% new 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 11,569 $77.5K <0.01% -23,800 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 11,466 $76.8K 0.01% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 11,362 $76.1K 0.01% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 11,338 $76K 0.01% -1,378 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 11,260 $75.4K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,254 $75.4K <0.01% +11,192 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,975 $73.5K <0.01% -2,106 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 10,749 $72K <0.01% -3,812 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 10,657 $71.4K 0.01% -11,024 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 10,634 $71.2K 0.06% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 10,414 $69.8K 0.02% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,348 $69.3K <0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,241 $68.6K <0.01% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 10,215 $68.4K <0.01% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 10,110 $67.7K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,936 $66.6K <0.01% +2,243 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,150 $62.5K <0.01% +1,704 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,901 $54K <0.01% +2,201 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6,683 $44.8K 0.03% -72 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,455 $43.2K <0.01% +284 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 6,449 $43.2K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,674 $38K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,603 $30.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 4,446 $29.8K <0.01% -6,885 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,129 $27.7K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,160 $27.5K <0.01% +4,010 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,044 $27.1K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,043 $27.1K <0.01% +1,188 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,952 $20K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,749 $18.4K <0.01% +1,474 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,626 $17.6K <0.01% +1,368 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,505 $16.8K <0.01% -281 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,350 $15.7K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,155 $14.4K <0.01% -169 13F-HR/A Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,121 $14K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,087 $14K <0.01% +278 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,891 $12.7K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,779 $12K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,723 $11.5K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,708 $11.4K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,690 $11.3K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,666 $11.2K 0.01% +374 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,629 $10.9K <0.01% +109 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,601 $10.7K <0.01% +117 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,421 $9.52K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,297 $8.69K <0.01% -2,447 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,235 $8.28K <0.01% +880 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,026 $6.88K <0.01% +76 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,002 $6.71K <0.01% +335 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,000 $6.7K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 975 $6.53K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 891 $5.97K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 661 $4.43K <0.01% +421 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 635 $4.25K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 604 $4.05K <0.01% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 567 $3.8K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 501 $3.36K <0.01% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 500 $3.35K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 500 $3.35K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 488 $3.27K <0.01% -162 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 477 $3.2K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 465 $3.12K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 370 $2.48K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 361 $2.42K <0.01% +119 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 350 $2.38K <0.01% new 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 316 $2.12K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 320 $2K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 248 $1.66K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 229 $1.53K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 224 $1.5K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 178 $1.19K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 177 $1.19K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 165 $1.11K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 249 $1K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 124 $831 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 108 $724 <0.01% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 98 $657 <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 96 $643 <0.01% new 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 79 $530 <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 76 $510 <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 70 $469 <0.01% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 66 $442 <0.01% -988 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 50 $335 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 38 $255 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3 $20 <0.01% -45 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1 $9 <0.01% 0 13F-HR Timeline