Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 4,045 $118K 0.07% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,801 $111K 0.06% +2,300 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,158 $92.3K <0.01% +259 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,126 $91K 0.01% -34 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 3,344 $89.4K 0.01% -82 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,046 $89K 0.02% +2,758 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,962 $86.5K 0.03% +550 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,943 $86K <0.01% -1,226 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,900 $84.7K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,865 $83.7K <0.01% +534 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,756 $80.5K <0.01% +49 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,709 $79.2K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,428 $71K 0.01% +4 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,247 $66K <0.01% -702 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,058 $60.1K 0.01% +1,413 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,917 $56K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,733 $50.6K <0.01% +189 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,506 $44K <0.01% +175 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,500 $43.8K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,461 $42.7K <0.01% +420 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,458 $42.6K 0.02% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,243 $36.3K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,150 $33.6K 0.01% +150 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,122 $32.8K <0.01% +958 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,104 $32.2K <0.01% +164 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,014 $29.6K <0.01% -1,195 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,000 $29.2K <0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 880 $25.7K 0.02% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 865 $25.3K 0.01% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 864 $25K <0.01% -501 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 743 $21.7K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 580 $16.9K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 563 $16.5K 0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 561 $16.4K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 537 $15.7K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 457 $13.4K <0.01% +108 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 453 $13.2K 0.01% +110 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 447 $13.1K <0.01% +406 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 445 $13K <0.01% +135 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 430 $12.7K <0.01% +211 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 430 $12.6K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 454 $12K <0.01% -1 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 406 $11.9K <0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 398 $11.6K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 374 $10.9K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 366 $10.7K <0.01% +113 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 361 $10.5K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 352 $10.3K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 351 $10.3K <0.01% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 317 $9.26K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 300 $8.77K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 280 $8.19K <0.01% +119 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 272 $7.95K <0.01% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 255 $7.45K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 216 $6.31K <0.01% -15 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 203 $5.93K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 200 $5.84K <0.01% -10 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 196 $5.73K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 192 $5.61K <0.01% -77 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 180 $5.26K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 170 $4.97K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 162 $4.73K <0.01% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 147 $4.29K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 142 $4.15K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 140 $4.09K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 140 $4.08K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 139 $4.06K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 124 $4K <0.01% -35 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 135 $3.94K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 130 $3.8K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 115 $3.36K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 112 $3.3K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 112 $3.27K <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 109 $3.19K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 101 $2.95K <0.01% -55 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 100 $2.92K <0.01% 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 99 $2.9K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 95 $2.78K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 91 $2.66K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 89 $2.6K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 89 $2.6K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 87 $2.54K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 81 $2.37K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 92 $2K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 65 $1.9K <0.01% -4 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 65 $1.9K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 64 $1.87K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 63 $1.84K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 62 $1.81K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 56 $1.64K <0.01% +4 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 47 $1.37K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 46 $1.34K <0.01% -35,955 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 46 $1.34K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 44 $1.29K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 42 $1.23K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 41 $1.2K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 38 $1.11K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 46 $1.09K 0.01% -44 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 35 $1.02K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 35 $1.02K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 35 $1.02K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 33 $964 <0.01% +10 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 27 $789 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 27 $789 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 22 $643 <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 19 $556 <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 18 $526 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 18 $526 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 17 $509 <0.01% +1 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 10 $292 <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9 $263 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 9 $263 <0.01% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 6 $175 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $142 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4 $117 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $88 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $29 <0.01% -65 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1 $28 <0.01% 0 13F-HR Timeline