Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,360 $348K 0.02% +11 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,125 $323K 0.01% +566 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,033 $314K 0.06% +1 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 3,000 $310K 0.02% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 2,970 $307K <0.01% -123 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,823 $292K <0.01% +19 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,816 $291K 0.01% -15 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 2,795 $289K 0.07% -25 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,716 $281K -692 Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,641 $273K 0.13% -930 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,559 $265K <0.01% new 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 2,463 $255K 0.06% 0 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) 2,460 $254K 0.01% -2,580 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,381 $246K 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,362 $244K <0.01% -106 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,336 $242K 0.07% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,334 $241K <0.01% -26 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 2,211 $229K <0.01% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 2,200 $228K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,190 $227K <0.01% -122 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,168 $224K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,138 $221K <0.01% -3,062 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,120 $219K <0.01% -90 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,083 $215K 0.02% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,081 $215K <0.01% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,079 $215K 0.04% -101 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,079 $215K 0.04% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,068 $214K 0.01% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,016 $209K 0.02% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 1,998 $207K <0.01% new 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 1,977 $204K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,729 $179K 0.01% +572 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,656 $174K <0.01% +44 13F-HR Timeline Group Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,172 $121K 0.01% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,100 $114K 0.03% -1,050 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,029 $106K 0.01% +289 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,000 $103K <0.01% +100 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 966 $99.9K 0.01% +84 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 915 $94.6K <0.01% -13 13F-HR/A Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 860 $89K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 806 $83.4K <0.01% +4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 799 $83K 0.01% +31 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 711 $74K 0.04% -84 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 643 $66.5K <0.01% +3 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 633 $65.6K <0.01% -30 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 634 $65.6K 0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 606 $62.7K 0.02% -79 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 536 $55.5K <0.01% +170 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 478 $49.4K <0.01% +223 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 429 $44.4K <0.01% -4,772 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 356 $36.8K <0.01% new 13F-HR Timeline Group Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 354 $36.6K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 300 $35.1K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 326 $34K <0.01% +71 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 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 $29K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 278 $28.8K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 271 $28K <0.01% -1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 253 $26K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 244 $25.3K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 243 $25.1K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 227 $23.5K <0.01% -2,278 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 227 $23.5K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 217 $22.4K <0.01% +18 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 202 $20.9K <0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 197 $20.4K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 191 $19.8K 0.01% +15 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 182 $18.8K <0.01% +78 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 175 $18.1K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 163 $17.7K 0.01% -84 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 168 $17K <0.01% -12 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 159 $16K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 151 $15.6K <0.01% +33 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 144 $14.9K <0.01% +74 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 141 $14.6K <0.01% +47 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 133 $13.8K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 127 $13K <0.01% +13 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 119 $12.3K 0.01% -13 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 114 $11.8K <0.01% -4 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 112 $11.6K <0.01% +40 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 87 $9K <0.01% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 79 $8.2K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 79 $8.17K <0.01% +1 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 75 $7.76K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 72 $7.45K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 73 $7K <0.01% +16 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 67 $6.93K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 60 $6.21K <0.01% 0 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 60 $6.21K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 60 $6.21K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 53 $5.48K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 51 $5.28K <0.01% -10 13F-HR Timeline Quarry LP More: the full row for Quarry LP 48 $4.96K <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 48 $4.96K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 46 $4.77K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 45 $4.65K <0.01% +29 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 43 $4.45K <0.01% -6 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 42 $4.34K <0.01% +30 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 33 $3.41K <0.01% +7 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 28 $2.9K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 24 $2.48K <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 $2.27K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 21 $2.17K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 21 $2.17K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 19 $1.97K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 18 $1.86K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 16 $1.66K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 12 $1.24K <0.01% +2 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9 $931 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $672 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $517 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $414 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $413 <0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $311 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $310 <0.01% -1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2 $207 <0.01% -3 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $207 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2 $207 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $104 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $104 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $103 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $103 <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 7 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.