CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,311 $306K <0.01% -66 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,571 $300K 0.15% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,225 $298K <0.01% +202 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 3,093 $285K <0.01% -101 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,032 $280K 0.05% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 2,909 $269K <0.01% +337 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,831 $261K <0.01% +128 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 2,835 $261K 0.02% +38 13F-HR Timeline Group Kendall Capital Management More: the full row for Kendall Capital Management 2,820 $260K 0.07% -17 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,804 $259K <0.01% -39 13F-HR/A Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 2,706 $250K <0.01% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,559 $236K 0.01% +35 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,505 $231K 0.03% -143 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,468 $228K <0.01% +45 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 2,463 $227K 0.06% -170 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 2,400 $221K <0.01% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 2,369 $219K <0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,360 $218K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,312 $213K <0.01% -83 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 2,215 $204K 0.01% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,210 $204K <0.01% +1,007 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,180 $201K 0.04% new 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,168 $200K <0.01% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,150 $198K 0.06% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,612 $146K <0.01% +207 13F-HR/A Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,519 $140K <0.01% +163 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,157 $107K <0.01% +1,007 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 1,031 $95.1K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 928 $87.7K <0.01% -11 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 900 $83K <0.01% +400 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 882 $81.4K 0.01% +97 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 860 $79K <0.01% -718 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 802 $74K <0.01% +1 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 795 $73K 0.04% -166 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 768 $71K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 740 $68.4K 0.01% -13 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 685 $63.2K 0.03% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 663 $61.3K <0.01% +353 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 640 $59.1K <0.01% 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 539 $49.8K 0.05% -36 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 366 $33.8K <0.01% +130 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 344 $31.7K -113,690 Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 278 $25.7K 0.01% -3 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 272 $25.1K <0.01% +54 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. 276 $25K <0.01% new 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 263 $24.3K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 255 $24K <0.01% +141 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 258 $23.8K 0.02% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 255 $23.5K <0.01% +240 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 255 $23.5K <0.01% +94 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 253 $23.3K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 247 $22.8K 0.02% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 227 $20.9K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 202 $18.6K <0.01% +27 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 199 $18.4K <0.01% +185 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 180 $17K <0.01% +5 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 176 $16.2K 0.01% +87 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 159 $15K <0.01% 0 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 140 $12.9K <0.01% -6 13F-HR/A Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 117 $12.7K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 132 $12.2K 0.01% +31 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 114 $11K <0.01% -96 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 118 $10.9K <0.01% +115 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 118 $10.9K <0.01% -2 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 104 $9.6K <0.01% -487 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 94 $8.67K <0.01% -17 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 94 $8.59K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 79 $7.29K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 78 $7.2K <0.01% +43 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 75 $7.15K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 72 $6.64K <0.01% +16 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 72 $6.64K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 70 $6.46K <0.01% -38 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 67 $6.18K <0.01% -7 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 61 $5.63K <0.01% -13 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 61 $5.63K <0.01% +2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 60 $5.54K <0.01% 0 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 60 $5.54K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 60 $5.54K <0.01% +11 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 57 $5K <0.01% +10 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 49 $4.52K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 46 $4.25K <0.01% +11 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 28 $2.58K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26 $2.4K <0.01% +7 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 22 $2.03K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 28 $2K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 21 $1.94K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 21 $1.94K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 19 $1.75K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 18 $1.66K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 18 $1.66K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 16 $1.48K <0.01% -12 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 16 $1.48K <0.01% -2 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12 $1.11K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 11 $1.01K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 10 $923 <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9 $830 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $554 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5 $461 <0.01% +1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $461 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $370 <0.01% -4 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $369 <0.01% +3 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $185 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2 $185 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $185 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $184 <0.01% +1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $93 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $93 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $92 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $92 <0.01% 0 13F-HR Timeline 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.