GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,970 $165K 0.03% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,883 $158K 0.05% +662 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,808 $152K <0.01% +212 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,734 $145K <0.01% +476 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,693 $142K <0.01% -815 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,685 $141K <0.01% +19 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 1,673 $140K 0.02% +156 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,671 $140K <0.01% +395 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,650 $138K 0.05% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,625 $136K <0.01% -616 13F-HR/A Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 1,624 $136K 0.05% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,615 $135K 0.02% -12 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,598 $134K 0.02% +122 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,530 $128K <0.01% +162 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,295 $109K 0.03% +1,110 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,212 $102K <0.01% new 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,200 $101K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,119 $93.8K <0.01% +2 13F-HR Timeline Group Compass Financial Services Inc More: the full row for Compass Financial Services Inc 1,027 $86.1K 0.04% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,003 $84.1K 0.02% -217 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,000 $83.8K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 957 $80.2K 0.02% +409 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 956 $80.1K <0.01% -4,270 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 900 $75.4K 0.02% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 841 $70.5K <0.01% +838 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 791 $66.3K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 750 $62.9K 0.01% +200 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 740 $62K <0.01% -51 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 738 $61.9K 0.01% -44 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 709 $59.4K 0.04% +2 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 700 $58.7K 0.04% -700 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 700 $58.7K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 674 $56.5K 0.01% +63 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 668 $56K <0.01% -20,681 13F-HR Timeline City State Bank More: the full row for City State Bank 650 $54.5K 0.02% -525 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 648 $54.3K 0.02% +9 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 612 $51.3K <0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 611 $51K <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 555 $46.5K <0.01% -37 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 514 $43.1K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 514 $43K 0.02% +27 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 510 $42.7K <0.01% +282 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 500 $41.9K 0.03% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 486 $40.7K 0.02% -252 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 473 $39.6K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 468 $38.8K <0.01% +134 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 440 $36.9K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 437 $36.6K <0.01% -35 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 412 $35.3K 0.01% -750 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 413 $34.6K 0.02% -115 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 375 $31.4K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 350 $29.3K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 341 $28.6K <0.01% +222 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 338 $28.3K <0.01% new 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 337 $28.2K 0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 330 $27.7K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 329 $27.6K <0.01% +244 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 321 $26.9K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 315 $26.5K 0.02% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 300 $25.1K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 274 $23K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 270 $22.6K <0.01% +14 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 250 $21K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 249 $20.9K <0.01% -1,467 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 234 $19.6K <0.01% +150 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 231 $19.4K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 227 $19K <0.01% +160 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 225 $18.9K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 200 $16.8K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 184 $16K <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 190 $15.9K <0.01% +15 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 187 $15.7K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 172 $14.4K <0.01% -96 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 170 $14.2K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 167 $13K <0.01% +25 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 138 $11.6K <0.01% -2,200 13F-HR Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 130 $10.9K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 129 $10.8K <0.01% +50 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 129 $10.8K <0.01% +29 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 125 $10.5K <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 117 $9.81K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 116 $9.72K <0.01% -1,630 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 110 $9.22K <0.01% -90 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 93 $8.6K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 100 $8.38K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 100 $8.38K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 100 $8.38K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 100 $8.38K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 100 $8.38K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 100 $8.38K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 100 $8.38K <0.01% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 98 $8.21K <0.01% +58 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 95 $7.96K <0.01% +1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 94 $7.88K <0.01% +7 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 92 $7.71K <0.01% -48 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 90 $7.54K <0.01% -10 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 82 $6.87K <0.01% +18 13F-HR Timeline Group Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 82 $6.87K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 75 $6.29K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 75 $6.29K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 82 $6K <0.01% +10 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 70 $5.87K <0.01% -55 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 69 $5.78K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 59 $4.95K <0.01% -16 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 55 $4.61K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 52 $4.36K <0.01% +6 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 50 $4.19K <0.01% +33 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 50 $4.19K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 50 $4.19K <0.01% 0 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 48 $4.02K <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 52 $4K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 50 $4K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 43 $3.6K <0.01% +12 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 41 $3.44K <0.01% 0 13F-HR/A Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 40 $3.35K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 40 $3.35K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 39 $3.27K <0.01% -51 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 38 $3.26K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 33 $2.77K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 30 $2.51K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 30 $2.51K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 28 $2.35K <0.01% +4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $1.94K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 23 $1.93K <0.01% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 21 $1.76K <0.01% +9 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 21 $1.76K <0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 18 $1.51K <0.01% +5 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 16 $1.34K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 16 $1.34K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 14 $1.17K <0.01% +11 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 13 $1.09K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 13 $1.02K <0.01% -17 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 12 $1.01K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 12 $1K <0.01% +1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 12 $1K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 10 $839 <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 10 $839 <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $838 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 10 $838 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 10 $838 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $671 <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 8 $670 <0.01% new 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $670 <0.01% +2 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $587 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $419 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $335 <0.01% 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $252 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2 $168 <0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1 $84 <0.01% 0 13F-HR Timeline 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.