Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,038 $269K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,906 $263K <0.01% +342 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,900 $262K <0.01% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 5,747 $256K <0.01% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 5,697 $253K <0.01% -1,439 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,521 $246K <0.01% -1,640 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,492 $244K <0.01% new 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 5,492 $244K 0.11% +84 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 5,487 $244K <0.01% -139 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 5,449 $242K <0.01% new 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 5,431 $242K <0.01% -784 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 5,329 $237K <0.01% new 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 5,297 $236K <0.01% new 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 5,268 $234K 0.01% +125 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. 5,147 $229K <0.01% +235 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,101 $227K <0.01% +342 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,057 $225K <0.01% -1,279 13F-HR Timeline Graticule Asia Macro Advisors LLC More: the full row for Graticule Asia Macro Advisors LLC 4,978 $221K 0.02% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,870 $217K <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,861 $216K <0.01% -691 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,786 $213K <0.01% -2,604 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 4,711 $209K <0.01% -1,937 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,630 $206K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,510 $201K <0.01% +618 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,610 $161K 0.01% +665 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) 3,585 $159K <0.01% +47 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,560 $158K <0.01% +1,569 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,388 $154K <0.01% +42 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,313 $147K <0.01% -1,249 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,000 $133K <0.01% -2,216 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,000 $133K 0.03% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,918 $130K <0.01% +451 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,788 $124K <0.01% -271 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,619 $116K <0.01% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,612 $116K <0.01% +42 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 2,599 $116K 0.02% +2,556 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,510 $112K <0.01% -725 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,193 $98K <0.01% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,142 $95.3K <0.01% -220 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,122 $94.4K 0.03% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,040 $90.7K <0.01% +1,458 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 1,698 $75.5K <0.01% 13F-HR/A Timeline Group STRS OHIO More: the full row for STRS OHIO 1,501 $66.7K <0.01% -183 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,235 $54.9K <0.01% +774 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,132 $50.3K <0.01% 0 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,098 $49K <0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,093 $48.6K <0.01% +237 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,078 $47.9K <0.01% -26 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,057 $47K <0.01% +1,055 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 999 $44.4K <0.01% -164 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 977 $43.4K <0.01% 0 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 952 $42.3K <0.01% -152 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 861 $38.3K <0.01% +784 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 775 $34.5K 0.03% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 745 $33.1K <0.01% -79 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 710 $31.6K <0.01% -15 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 606 $27K <0.01% -173,379 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 497 $22.1K 0.01% -40 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 482 $21.4K <0.01% +15 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 464 $20.6K <0.01% -115 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 446 $19.8K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 441 $19.6K <0.01% +321 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 432 $19.2K 0.01% +120 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 432 $19.2K 0.01% +150 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 380 $17.2K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 349 $15.5K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 346 $15.4K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 325 $14.5K <0.01% -290 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 306 $13.6K <0.01% +126 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 300 $13.3K <0.01% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 294 $13.1K <0.01% -1,211 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 270 $12K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 240 $10.7K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 234 $10.4K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 200 $8.89K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 197 $8.76K <0.01% -4,485 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 195 $8.67K <0.01% +33 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 181 $8.05K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 181 $8K <0.01% -4 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 155 $6.89K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 151 $6.71K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 142 $6.31K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 140 $6.23K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 123 $5.47K <0.01% +1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 116 $5.16K <0.01% -136 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 116 $5.16K <0.01% -119 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 115 $5.12K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 100 $4.52K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 100 $4.45K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 99 $4.4K <0.01% +84 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 93 $4.14K <0.01% +3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 83 $3.69K <0.01% +50 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 78 $3.54K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 57 $2.54K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 48 $2.13K <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 42 $1.87K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 39 $1.73K <0.01% +11 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 36 $1.61K <0.01% 0 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 34 $1.51K <0.01% -11 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 31 $1.38K <0.01% +6 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 28 $1.1K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 23 $1.02K <0.01% -19 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 20 $890 <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 20 $889 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 19 $845 <0.01% -231 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 18 $801 <0.01% -14 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 18 $800 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 15 $667 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 13 $578 <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 10 $445 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 7 $311 <0.01% 0 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 6 $267 <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 5 $222 <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4 $178 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $178 <0.01% +2 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4 $178 <0.01% +2 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4 $177 <0.01% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $173 <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3 $138 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3 $133 <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2 $89 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2 $89 <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.