PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,932 $375K <0.01% -351 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 2,826 $361K 0.05% +290 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 3,254 $361K 0.04% -6 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 2,747 $350K <0.01% +468 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 2,732 $349K 0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,726 $349K <0.01% +139 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,579 $330K 0.02% new 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,555 $327K <0.01% -1,835 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 2,507 $321K 0.01% +747 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,500 $320K 0.02% 0 13F-HR Timeline Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 2,450 $313K <0.01% 0 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,441 $312K <0.01% -800 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,433 $311K 0.04% +250 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,425 $310K 0.04% +456 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 2,374 $306K 0.01% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,390 $306K 0.01% +2,312 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. 2,376 $304K <0.01% +103 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 2,272 $291K 0.01% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,264 $289K 0.08% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,251 $288K 0.14% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,174 $278K <0.01% +203 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,165 $277K 0.01% +406 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,165 $277K 0.01% -65 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 2,148 $275K 0.03% +292 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 2,118 $271K <0.01% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,079 $266K 0.04% -95 13F-HR/A Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,000 $256K <0.01% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,983 $254K 0.06% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,868 $239K <0.01% -75 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,868 $239K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,838 $235K 0.03% -52 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,772 $227K <0.01% +156 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,752 $224K 0.01% -200 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 1,693 $219K <0.01% +356 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 1,620 $207K 0.12% -275 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,569 $201K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,539 $197K <0.01% +39 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,296 $166K <0.01% +61 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) 1,197 $153K <0.01% -1,924 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 997 $127K <0.01% +348 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 899 $115K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 878 $112K <0.01% +61 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 667 $85.3K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 660 $84.4K 0.05% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 657 $84K 0.06% +242 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 635 $81.2K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 613 $78.4K <0.01% +498 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 520 $66.5K 0.01% -125 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 506 $64.8K <0.01% -30 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 486 $62.1K 0.04% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 538 $55.2K <0.01% +396 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 414 $52.9K <0.01% +184 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 410 $52.4K <0.01% -11 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 404 $52K <0.01% +310 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 401 $51.3K <0.01% +238 13F-HR/A Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 373 $47.7K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 335 $42.8K <0.01% +9 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 297 $38K <0.01% -133 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 273 $34.9K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 229 $29.3K <0.01% +214 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 207 $26.4K 0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 200 $25.6K <0.01% +125 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 188 $24K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 180 $23K <0.01% +41 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 157 $22.7K <0.01% +154 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 143 $18.3K <0.01% +63 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 138 $17.6K <0.01% +18 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 135 $17.3K 0.01% -47 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 121 $15.5K <0.01% +9 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 95 $12.1K <0.01% -40 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 86 $11K <0.01% +74 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 82 $10.5K <0.01% +29 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 80 $10.2K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 24 $9.21K <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Key Financial Inc More: the full row for Key Financial Inc 63 $8.06K <0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 65 $8K <0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 61 $7.8K <0.01% -14 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 56 $7.16K <0.01% +40 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 54 $6.91K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 49 $6K <0.01% +2 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 45 $5.81K <0.01% -2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 41 $5.24K <0.01% +6 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 37 $4.73K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 33 $4.22K <0.01% -24 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 32 $4.09K <0.01% +22 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 30 $3.84K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 28 $3.58K <0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 27 $3.45K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 27 $3.45K <0.01% +12 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 26 $3.33K <0.01% -19 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 24 $3K <0.01% +11 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $2.56K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 20 $2.56K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 19 $2.43K <0.01% -1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 15 $1.92K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 12 $1.45K <0.01% -43 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11 $1.41K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 11 $1.41K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 11 $1.41K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 10 $1.28K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 8 $1.02K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 8 $1.02K <0.01% -17 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7 $896 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7 $895 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6 $767 <0.01% +4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4 $512 <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4 $511 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $510 <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3 $384 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $256 <0.01% -3 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2 $256 <0.01% -2 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 2 $256 <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $256 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $236 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $128 <0.01% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1 $128 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $128 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $128 <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4 $0 0% new 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 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.