HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 9,705 $650K <0.01% +5,851 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 9,652 $646K <0.01% new 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 9,372 $628K <0.01% 0 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 9,371 $628K 0.01% 0 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,300 $623K <0.01% +3,737 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,236 $619K 0.01% +133 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 9,227 $618K 0.01% -1,310 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 9,094 $609K <0.01% +250 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 8,904 $596K 0.06% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 8,800 $589K 0.02% -5,661 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 8,766 $587K 0.01% +5,647 13F-HR Timeline CIBC WORLD MARKETS CORP More: the full row for CIBC WORLD MARKETS CORP 8,761 $587K <0.01% -7,182 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 8,658 $580K 0.01% +208 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 8,629 $578K 0.19% +3,400 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) 8,340 $559K 0.02% +6,809 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 7,937 $529K <0.01% +2,104 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 7,811 $523K 0.14% -197 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 7,806 $523K <0.01% 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,777 $521K 0.01% +471 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 7,744 $519K <0.01% -924 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 7,629 $511K 0.02% new 13F-HR/A Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 7,538 $504K 0.01% +1,028 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 7,382 $494K 0.14% +33 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 7,367 $493K 0.03% -161,707 13F-HR Timeline Group PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 7,356 $493K 0.25% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,350 $492K +14 Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,297 $489K 0.02% +1,151 13F-HR Timeline Ausbil Investment Management Ltd More: the full row for Ausbil Investment Management Ltd 7,270 $487K 0.29% new 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 7,000 $469K 0.11% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,945 $465K <0.01% +743 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 6,941 $465K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,900 $462K <0.01% +410 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,850 $459K 0.02% -1,076 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 6,757 $453K 0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,748 $452K <0.01% +3,415 13F-HR/A Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 6,716 $450K 0.04% +792 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 6,714 $450K <0.01% -154,655 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,692 $448K <0.01% -176 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,671 $447K 0.01% +1,857 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,599 $442K <0.01% +147 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 6,395 $428K 0.11% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 6,310 $423K <0.01% +168 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6,249 $417K 0.01% +522 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 6,200 $415K <0.01% -600 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 6,077 $407K 0.02% +1,130 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,075 $407K <0.01% new 13F-HR Timeline Group Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 5,817 $390K 0.04% +957 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,754 $385K 0.01% -351 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,608 $376K 0.05% new 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 5,584 $374K 0.03% +1,888 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,566 $373K 0.01% +186 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 5,459 $366K <0.01% -66,962 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,364 $359K 0.03% new 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 5,310 $356K 0.04% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 5,230 $350K 0.09% -330 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,129 $343K <0.01% +348 13F-HR/A Timeline Group Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 5,050 $338K 0.08% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,034 $337K <0.01% +268 13F-HR/A Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,912 $329K 0.05% -11,180 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 4,852 $325K 0.01% -833 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,806 $322K <0.01% +256 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,734 $317K 0.01% +51 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,568 $306K <0.01% +3,460 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,535 $304K <0.01% +715 13F-HR Timeline Group Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 4,491 $301K 0.05% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,450 $298K 0.02% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,379 $293K <0.01% +107 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 4,300 $287K <0.01% new 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 4,234 $284K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 4,054 $271K 0.03% -571 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,958 $265K 0.05% -1,675 13F-HR Timeline BAYVIEW ASSET MANAGEMENT, LLC More: the full row for BAYVIEW ASSET MANAGEMENT, LLC 3,896 $261K 0.26% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,799 $254K 0.04% -4,554 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,771 $253K <0.01% -75 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 3,764 $252K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,520 $236K 0.14% +279 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,506 $235K 0.01% +626 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,436 $230K <0.01% +768 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,391 $227K <0.01% -48 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,306 $221K <0.01% new 13F-HR/A Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 3,109 $220K 0.17% +20 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,144 $211K 0.04% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,139 $210K 0.01% +14 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,130 $210K <0.01% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,082 $206K 0.05% +24 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,031 $203K 0.01% -155 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,031 $203K <0.01% new 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,027 $203K 0.05% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,016 $202K <0.01% new 13F-HR Timeline Group DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 2,658 $178K <0.01% -234 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,587 $171K <0.01% -1,419 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,379 $159K 0.02% -835 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 2,343 $157K 0.1% +2 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,289 $153K <0.01% -977 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,182 $146K <0.01% -161 13F-HR/A Timeline Group EMC Capital Management More: the full row for EMC Capital Management 2,162 $145K 0.08% -2,078 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,768 $118K <0.01% -14,758 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,400 $93.8K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,187 $79.2K 0.01% +37 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,161 $77.8K <0.01% +16 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,063 $71.2K 0.01% +457 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,000 $67K 0.02% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 869 $58K <0.01% -149 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 823 $55.1K 0.01% +98 13F-HR/A Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 800 $53.6K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 699 $46.8K <0.01% +462 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 690 $46.2K 0.03% +71 13F-HR Timeline Quarry LP More: the full row for Quarry LP 661 $44.3K 0.01% +639 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 641 $43K <0.01% +7 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 637 $42.7K <0.01% -59 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 618 $41.4K <0.01% +219 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 593 $39.7K 0.03% -267 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 576 $38.6K <0.01% -100 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 551 $36.9K 0.03% -704 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 526 $35.2K <0.01% -55 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 500 $33.5K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 495 $33.1K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 380 $25.5K <0.01% +125 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 380 $25.4K <0.01% 0 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 344 $23K <0.01% +224 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 330 $22.1K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 319 $21K <0.01% +88 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 311 $20.8K 0.01% new 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 305 $20.4K 0.01% +60 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 277 $18.6K <0.01% +239 13F-HR/A Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 264 $17.7K <0.01% +124 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 252 $16.8K <0.01% +88 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 246 $16.5K 0.01% -1,592 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 248 $16K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 208 $15.5K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 212 $14.2K <0.01% -992 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 192 $12.9K <0.01% -8 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 186 $12.5K <0.01% -474 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 185 $12.4K <0.01% -642 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 169 $11.3K <0.01% 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 164 $11K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 161 $10.8K <0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 159 $10.5K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 154 $10.3K <0.01% -7 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 155 $10K <0.01% -1 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 146 $9.78K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 140 $9.38K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 140 $9.38K <0.01% +57 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 140 $9.38K <0.01% +104 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 124 $8.3K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 118 $7.9K -2,608 Timeline Founders Capital Management More: the full row for Founders Capital Management 112 $7.5K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 110 $7.37K <0.01% +100 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 109 $7.3K <0.01% +80 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 105 $7.03K <0.01% +91 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 99 $7.03K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 103 $6.9K <0.01% -100 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 100 $6.7K <0.01% new 13F-HR/A Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 81 $5.42K <0.01% +11 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 46 $5.09K <0.01% +25 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 75 $5.02K <0.01% +15 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 70 $4.69K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 66 $4.42K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 64 $4.29K <0.01% +7 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 54 $3.62K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 50 $3.35K <0.01% -14 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 46 $3.08K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 44 $2.95K <0.01% -3 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 44 $2.95K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 44 $2.95K <0.01% -1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 40 $2.68K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 36 $2.41K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 34 $2.28K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 26 $1.74K <0.01% -6 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 25 $1.67K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 24 $1.61K <0.01% -53 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 22 $1.47K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 20 $1.34K <0.01% -7 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 17 $1.14K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 16 $1.07K <0.01% -60 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 14 $1.03K <0.01% +6 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 15 $1K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 14 $939 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12 $804 <0.01% -6 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 11 $737 <0.01% +2 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10 $670 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 9 $603 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $576 <0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8 $536 <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 8 $536 <0.01% -11 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8 $536 <0.01% -28 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1 $67 <0.01% -24 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.