Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 12,586 $919K <0.01% +2,520 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,037 $879K <0.01% -450 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 11,948 $873K 0.01% +376 13F-HR Timeline Elo Mutual Pension Insurance Co More: the full row for Elo Mutual Pension Insurance Co 11,835 $864K 0.01% -29,291 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,607 $848K 0.03% +356 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 11,084 $816K 0.05% -263 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,092 $810K 0.01% -206 13F-HR/A Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 11,087 $810K 0.01% new 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 11,000 $803K 0.04% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 10,989 $803K 0.03% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,921 $798K 0.07% +348 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,555 $773K <0.01% +5,122 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 10,335 $755K 0.06% -40 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,324 $754K 0.02% +1,692 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 10,322 $754K 0.04% +132 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,099 $743K 0.01% +5,001 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 10,090 $737K <0.01% -26,867 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 10,058 $735K 0.2% +11 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 9,882 $721K 0.01% -125 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 9,699 $708K <0.01% +1,932 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,476 $692K <0.01% +1,395 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 9,468 $691K 0.06% +5,201 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 9,443 $690K 0.02% +5,608 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 9,436 $689K 0.01% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 9,391 $686K 0.07% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,512 $680K 0.02% +1,790 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 8,800 $643K 0.04% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 8,718 $641K 0.02% +1,271 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 8,726 $637K 0.01% -15,191 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,548 $629K 0.01% +3,037 13F-HR Timeline Group CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 8,603 $628K 0.4% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 8,556 $625K 0.04% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 8,492 $620K 0.01% -478 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 8,229 $601K 0.14% +3,473 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 8,188 $598K <0.01% 0 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 8,162 $596K 0.03% -1,044 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,896 $577K 0.01% +2,018 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,763 $567K 0.01% +1,517 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 7,621 $557K <0.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,509 $548K 0.01% 0 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 7,473 $546K <0.01% -2,674 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,306 $534K <0.01% +1,236 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 7,278 $532K 0.03% +772 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7,130 $525K 0.01% -24 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 7,168 $523K 0.15% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,126 $520K <0.01% +1,278 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 7,114 $520K <0.01% +1,565 13F-HR Timeline Group CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 7,068 $516K 0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,043 $514K 0.03% +3,331 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 7,248 $513K <0.01% +4,186 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 7,009 $512K <0.01% -812 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,963 $508K <0.01% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6,880 $502K 0.01% -220 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,878 $502K <0.01% 0 13F-HR Timeline Group Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 6,644 $485K 0.43% 0 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 6,571 $480K 0.06% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,559 $479K 0.04% +1,357 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,547 $478K 0.01% +1,526 13F-HR Timeline Group VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 6,500 $475K <0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,406 $468K 0.01% +910 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 6,319 $461K 0.18% 0 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 6,228 $455K 0.01% +2,035 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,207 $453K 0.03% -42 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 6,094 $445K <0.01% +137 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,989 $437K <0.01% +2,401 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 5,866 $428K <0.01% -2,166 13F-HR Timeline Group Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 5,850 $427K <0.01% 13F-HR/A Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,801 $424K 0.12% 0 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 5,753 $420K 0.12% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,585 $408K 0.01% +751 13F-HR/A Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 5,516 $403K <0.01% -16,005 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,476 $400K <0.01% -3,949 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 5,431 $397K <0.01% 0 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,336 $390K <0.01% new 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 5,284 $386K 0.19% +1,059 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,220 $381K 0.03% -97 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 5,100 $372K 0.01% new 13F-HR Timeline Group Utah Retirement Systems More: the full row for Utah Retirement Systems 5,093 $372K <0.01% +254 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,041 $368K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 5,000 $365K 0.05% 0 13F-HR/A Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,825 $352K 0.03% 0 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 4,808 $351K 0.03% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,805 $351K 0.01% +357 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,798 $350K 0.16% -201 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,753 $347K 0.01% -527 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 4,714 $344K 0.02% +35 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,639 $339K 0.01% -98 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 4,615 $337K <0.01% 0 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,555 $333K <0.01% +877 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,446 $325K <0.01% +20 13F-HR Timeline Group Sather Financial Group Inc More: the full row for Sather Financial Group Inc 4,438 $324K 0.02% -40 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,407 $322K <0.01% new 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,381 $320K 0.07% new 13F-HR/A Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,367 $319K <0.01% +610 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,345 $317K <0.01% +624 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 4,343 $317K <0.01% 0 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 4,340 $317K <0.01% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,313 $316K 0.01% +57 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,279 $312K <0.01% -1,471 13F-HR Timeline Group FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 4,270 $312K 0.09% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,203 $307K 0.01% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,925 $287K 0.1% +498 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,877 $283K <0.01% -157 13F-HR Timeline Group ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,849 $281K 0.06% +475 13F-HR Timeline Group Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,786 $276K 0.03% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,778 $276K <0.01% -703 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3,728 $272K 0.02% -30 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,695 $270K <0.01% new 13F-HR Timeline Group Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 3,691 $270K 0.01% -3,535 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,656 $267K 0.04% +585 13F-HR/A Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,625 $265K 0.07% -250 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,620 $264K 0.03% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,542 $259K <0.01% -76 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,466 $253K 0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,469 $253K <0.01% +569 13F-HR Timeline Group Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,411 $251K 0.05% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,411 $249K 0.03% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,378 $247K 0.15% -1,437 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,340 $244K <0.01% +222 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,293 $240K 0.01% -12 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,249 $237K <0.01% new 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,226 $236K 0.08% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,141 $229K <0.01% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,095 $226K 0.02% -1,127 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,068 $224K <0.01% -172 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,064 $224K <0.01% +1,650 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,057 $223K 0.01% -245 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,054 $223K <0.01% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 2,967 $218K <0.01% new 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,950 $217K 0.03% -1,200 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,937 $214K <0.01% -205 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,916 $213K 0.03% new 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 2,889 $211K 0.1% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,880 $210K 0.01% -150 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,872 $210K 0.09% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,863 $209K 0.01% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,847 $208K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,841 $207K <0.01% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,838 $207K 0.03% new 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 2,803 $205K 0.02% new 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 2,784 $203K 0.01% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,777 $203K <0.01% new 13F-HR Timeline Group Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,772 $202K 0.07% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,745 $200K 0.02% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 2,723 $200K 0.08% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,373 $173K <0.01% +1,787 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,375 $173K <0.01% +888 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,196 $160K <0.01% +515 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,076 $154K <0.01% +734 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 2,058 $150K <0.01% -182 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 2,026 $148K <0.01% -358,264 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,997 $147K <0.01% -4,515 13F-HR Timeline Core Capital Management & Research, inc. More: the full row for Core Capital Management & Research, inc. 2,000 $146K 0.08% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,990 $145K 0.01% +503 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,765 $129K <0.01% +1,055 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,672 $122K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,611 $118K <0.01% +167 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,548 $113K <0.01% -149 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,424 $104K 0.06% +351 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,201 $87.7K <0.01% 0 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. 1,163 $84.9K <0.01% -398 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,084 $79K <0.01% +265 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,062 $77.6K 0.02% +18 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 953 $69.6K <0.01% +9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 740 $54K <0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 601 $43.9K <0.01% +120 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 576 $42.1K <0.01% +197 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 560 $40.9K <0.01% -860 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 483 $35.3K 0.02% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 454 $33.4K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 434 $31.7K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 394 $28.8K <0.01% -3,662 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 356 $26K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 356 $26K <0.01% +86 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 291 $21.3K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 289 $21.1K <0.01% new 13F-HR/A Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 287 $21K 0.01% +257 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 241 $17.7K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 223 $16.3K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 218 $15.9K <0.01% +108 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 216 $15.8K <0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 201 $14.7K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 196 $14.3K <0.01% 0 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 185 $13.5K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 152 $11.1K <0.01% -238 13F-HR Timeline Graticule Asia Macro Advisors LLC More: the full row for Graticule Asia Macro Advisors LLC 152 $11.1K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 150 $11K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. 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