OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,010 $344K <0.01% -2,088 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,986 $341K <0.01% +567 13F-HR Timeline Group ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 2,984 $341K 0.12% -271 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 2,983 $341K <0.01% +129 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 2,974 $340K <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,772 $316K <0.01% +504 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,765 $316K <0.01% -65 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,725 $311K 0.01% new 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 2,675 $305K <0.01% -371 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,532 $289K <0.01% +312 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,513 $287K 0.01% +2,071 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,509 $286K <0.01% -1,231 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,264 $258K <0.01% +514 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,172 $248K <0.01% +292 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 2,119 $242K 0.05% -422 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 2,073 $237K <0.01% 0 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 2,050 $234K <0.01% new 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 2,010 $229K <0.01% -3,705 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,002 $229K <0.01% 0 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 1,995 $228K <0.01% -150 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,922 $219K <0.01% -7 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,849 $211K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,805 $206K <0.01% +433 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,785 $204K <0.01% -1,675 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,747 $199K 0.08% +209 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,616 $184K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,604 $183K <0.01% +944 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 1,598 $182K <0.01% 13F-HR/A Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,580 $180K <0.01% +533 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,568 $179K <0.01% -45 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 1,497 $160K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,388 $158K <0.01% +747 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,230 $140K 0.01% +735 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 999 $114K 0.11% +617 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 946 $108K <0.01% +848 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 890 $102K 0.04% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 882 $101K <0.01% +732 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 832 $95K <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 799 $91.2K <0.01% -307 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 665 $75.9K <0.01% +109 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 642 $73.3K <0.01% +233 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 628 $72K 0.04% +200 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 624 $71.2K <0.01% -540 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 600 $68.5K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 492 $56.2K <0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 378 $43.2K <0.01% +309 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 353 $40.3K <0.01% -5,006 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 314 $35.9K <0.01% +89 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 297 $33.9K <0.01% +292 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 242 $27.6K <0.01% +215 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 216 $24.7K <0.01% +152 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 210 $24K <0.01% -72 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 203 $23.2K <0.01% -29 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 200 $22.8K 0.01% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 200 $22.8K 0.01% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 148 $20.5K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 176 $20.1K <0.01% +160 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 156 $17.8K <0.01% +107 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 155 $17.7K <0.01% -7 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 146 $16.7K <0.01% -41 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 137 $15.6K <0.01% +110 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 136 $15.5K 0.01% +19 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 135 $15.4K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 118 $13.5K <0.01% -1 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 116 $13.2K <0.01% 0 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 109 $12.4K <0.01% +22 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 108 $12.3K <0.01% +93 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 101 $11.5K <0.01% -29 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 101 $11.5K <0.01% +30 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 91 $10.4K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 91 $10.4K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 77 $8.79K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 74 $8.45K <0.01% +64 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 53 $6.02K <0.01% -4 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 50 $5.71K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 44 $5.02K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 46 $5K <0.01% -45 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 40 $4.57K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 35 $4K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 32 $3.65K <0.01% -4,026 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 30 $3.42K <0.01% +19 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 30 $3.42K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 30 $3.42K <0.01% -38 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 29 $3.31K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 26 $2.97K <0.01% -16 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 25 $2.89K <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. 22 $2.51K <0.01% 0 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 21 $2.4K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 20 $2.28K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 20 $2.28K <0.01% -287 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 18 $2.06K <0.01% 0 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 18 $2.06K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 16 $1.83K <0.01% -50 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 14 $1.6K <0.01% +11 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13 $1.49K <0.01% +11 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 13 $1.48K <0.01% -3 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 12 $1.37K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 9 $1.03K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 9 $1.03K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 10 $1K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 8 $913 <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 6 $685 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 6 $685 <0.01% +4 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 6 $685 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5 $571 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 5 $571 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 5 $571 <0.01% -7 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 4 $474 <0.01% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 4 $462 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4 $457 <0.01% -9 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4 $457 <0.01% -53 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 4 $457 <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4 $457 <0.01% -12 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4 $457 <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 4 $457 <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2 $260 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2 $229 <0.01% -9 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $229 <0.01% -3 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2 $228 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2 $228 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $115 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $114 <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1 $114 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $114 <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 0 $5 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.