Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,559 $301K <0.01% new 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,496 $296K 0.01% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,410 $288K 0.03% -3,915 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 3,390 $287K 0.01% 0 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,377 $286K <0.01% new 13F-HR Timeline Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 3,365 $285K <0.01% new 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,308 $279K <0.01% +50 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 3,194 $270K <0.01% +124 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,345 $263K 0.02% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,095 $262K 0.07% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,023 $256K <0.01% -1,447 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,843 $240K <0.01% +337 13F-HR Timeline Group Kendall Capital Management More: the full row for Kendall Capital Management 2,837 $240K 0.07% -140 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 2,797 $236K 0.02% -68 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,779 $235K 0.01% +44 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,703 $229K 0.01% +194 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,648 $224K 0.03% +736 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 2,633 $223K 0.07% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 2,572 $219K <0.01% -992 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,524 $213K 0.01% -22 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,423 $205K <0.01% -191 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,404 $203K 0.05% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,395 $203K <0.01% +84 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,385 $202K 0.01% -9,348 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,133 $180K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,578 $133K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,405 $119K <0.01% -406 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,356 $115K <0.01% +202 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,203 $102K <0.01% new 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,125 $95.2K 0.01% -585 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,031 $87.2K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 961 $81K 0.05% +646 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 939 $79.4K <0.01% -105 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 849 $71.8K <0.01% +30 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 801 $67.7K <0.01% +35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GAMMA Investing LLC More: the full row for GAMMA Investing LLC 785 $66.4K <0.01% +21 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 753 $63.2K 0.01% +160 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 685 $57.9K 0.03% -693 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) 636 $53.8K <0.01% -4 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 634 $53.6K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 591 $50K 0.01% +480 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 575 $48.6K 0.04% -55 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 500 $42.3K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 310 $26K <0.01% -6 13F-HR/A Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 281 $23.8K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 253 $21.4K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 247 $20.9K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 236 $20K <0.01% +7 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 227 $19.2K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 218 $18.4K <0.01% +16 13F-HR/A Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 218 $18K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 210 $18K <0.01% +81 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 59 $16.5K <0.01% +22 13F-HR Timeline Amount filed as zero, left out of ratios. HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 175 $15K <0.01% -11 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 175 $14.8K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 175 $14.8K <0.01% +63 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 161 $13.6K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 159 $13K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 150 $12.7K <0.01% +11 13F-HR Timeline Group Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 146 $12.3K <0.01% -159 13F-HR/A Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 120 $10.1K <0.01% +12 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 114 $10K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 111 $9.39K <0.01% new 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 108 $9.13K <0.01% -466 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 101 $8.54K 0.01% +11 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 94 $7.95K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 89 $7.53K 0.01% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 79 $6.65K <0.01% +1 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 75 $6.34K <0.01% +8 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 74 $6.26K <0.01% +39 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 74 $6.26K <0.01% +17 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 72 $6.09K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 60 $5.07K <0.01% new 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 60 $5.07K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 57 $4.82K <0.01% +3 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 56 $4.48K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 49 $4.14K <0.01% +43 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 52 $4.05K <0.01% +48 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 47 $3K <0.01% +24 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 35 $2.96K <0.01% +2 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 35 $2.92K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 29 $2.45K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 28 $2.37K <0.01% +4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 28 $2.37K <0.01% +13 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 27 $2.28K <0.01% +3 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 24 $2.03K <0.01% +11 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 28 $2K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 22 $1.86K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19 $1.61K <0.01% -58 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 19 $1.61K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 18 $1.52K <0.01% -1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 18 $1.52K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 15 $1.27K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 14 $1.18K <0.01% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 14 $1.18K <0.01% +1 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12 $1.01K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 10 $846 <0.01% new 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 10 $801 <0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $677 <0.01% +4 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7 $592 <0.01% +6 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $508 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4 $338 <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3 $255 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $170 <0.01% -1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $85 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $85 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $85 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $85 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $85 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $84 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -348 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.