QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,653 $422K 0.01% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,616 $412K <0.01% new 13F-HR/A Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,523 $388K <0.01% +314 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,520 $388K 0.01% +591 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,501 $383K <0.01% +245 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,496 $382K 0.06% +279 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,475 $376K 0.01% +82 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,435 $366K 0.01% +66 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,394 $356K <0.01% +30 13F-HR/A Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,361 $347K 0.01% +127 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,350 $344K <0.01% new 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,349 $344K 0.07% -86 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,343 $343K <0.01% +29 13F-HR/A Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,289 $329K 0.08% new 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 1,283 $327K <0.01% -1,483 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 1,282 $327K <0.01% +21 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,200 $324K 0.02% 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 1,259 $321K 0.29% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,247 $318K 0.01% new 13F-HR/A Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,233 $314K <0.01% -7,923 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,213 $309K 0.05% +354 13F-HR/A Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,074 $274K 0.06% new 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 1,073 $274K <0.01% -2,700 13F-HR/A Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 1,054 $269K 0.01% +1 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,046 $267K <0.01% +79 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 508 $265K <0.01% +56 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 1,010 $265K <0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,035 $264K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,026 $262K 0.04% new 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 1,009 $257K <0.01% -1,223 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 982 $250K 0.12% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 980 $250K <0.01% +302 13F-HR/A Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 977 $249K <0.01% +15 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 965 $246K 0.01% +132 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 958 $244K 0.03% +117 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) 955 $244K 0.01% +129 13F-HR Timeline Group Avanza Fonder AB More: the full row for Avanza Fonder AB 949 $242K 0.01% -102 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 938 $239K 0.24% 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 934 $238K 0.06% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 926 $236K 0.11% -296 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 920 $235K <0.01% -227 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 914 $233K 0.02% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 889 $227K <0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 888 $226K 0.01% new 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 882 $225K <0.01% -73 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 877 $224K 0.08% -9 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 872 $222K <0.01% -122 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 871 $222K 0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 866 $221K 0.01% +30 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 841 $215K 0.02% -29 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 800 $204K <0.01% +100 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 750 $191K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 741 $189K <0.01% +72 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 700 $179K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 669 $171K <0.01% +96 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 665 $170K 0.02% new 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 630 $161K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 573 $146K <0.01% -182 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 541 $138K <0.01% +125 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 510 $130K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 469 $120K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 359 $91.6K <0.01% +111 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 330 $84.2K <0.01% +54 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 289 $76K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 283 $72.2K 0.01% -41 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 274 $69.9K <0.01% +18 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 269 $68.6K 0.02% +192 13F-HR/A Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 233 $59.4K 0.01% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 177 $45.1K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 170 $43.4K 0.01% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 169 $43.1K 0.01% +25 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 159 $40.6K 0.01% -291 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 152 $38.8K <0.01% -26 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 134 $36.4K <0.01% +6 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 127 $32.4K 0.02% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 124 $31.6K <0.01% +6 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 123 $31.4K <0.01% +79 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 110 $28.1K <0.01% +35 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 107 $27.3K <0.01% +68 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 101 $25.8K <0.01% +4 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $25.5K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 100 $25.5K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 97 $24.7K <0.01% +12 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 95 $24K <0.01% +83 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 90 $23K <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 84 $21.4K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 79 $20.1K <0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 78 $19.9K 0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 78 $19.9K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 76 $19.4K <0.01% -2 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 75 $19.1K <0.01% -207 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 70 $17.9K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 56 $14.3K <0.01% +5 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 49 $12.5K 0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 49 $12.5K <0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 43 $11K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 42 $10.7K 0.01% +5 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 40 $10.2K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 60 $10K 0.06% +22 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 41 $10K <0.01% -1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 38 $9.69K <0.01% +5 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 38 $9.69K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 33 $9.64K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 34 $8.67K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 34 $8.67K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 33 $8.42K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 33 $8.42K <0.01% +10 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 32 $8.16K <0.01% +2 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 31 $7.91K <0.01% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 31 $7.91K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 29 $7.4K <0.01% +2 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 25 $6.38K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 24 $6.12K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 18 $4.88K <0.01% -58 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 18 $4.59K <0.01% +1 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 16 $4.08K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15 $3.83K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 14 $3.57K <0.01% +4 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 14 $3.57K <0.01% +5 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 10 $2.55K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10 $2.55K <0.01% +9 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 10 $2.55K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9 $2.3K <0.01% +4 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 8 $2.04K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 8 $2.04K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 8 $2.04K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 11 $2K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6 $1.53K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6 $1.53K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 6 $1.53K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 6 $1.53K <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5 $1.28K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5 $1.27K <0.01% -1 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 5 $1.27K <0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5 $1.27K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4 $1.02K <0.01% -2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4 $1.02K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4 $1.02K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3 $766 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3 $765 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $511 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $511 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $511 <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2 $510 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $256 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $256 <0.01% -2 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1 $256 <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1 $255 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $255 <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1 $255 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $255 <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 0 $0 0% -44 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.