BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 330 $90K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 327 $89.5K <0.01% +64 13F-HR Timeline Quarry LP More: the full row for Quarry LP 324 $88.7K 0.02% +155 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 317 $86.8K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 315 $86.2K <0.01% -8 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 310 $84.8K <0.01% +130 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 299 $82K <0.01% -62 13F-HR Timeline Group City State Bank More: the full row for City State Bank 294 $80.5K 0.03% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 278 $76.1K 0.02% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 277 $75.8K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 235 $64K 0.04% +142 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 229 $62.7K <0.01% -78 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 227 $62.1K <0.01% +140 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 229 $62K <0.01% -62 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 213 $58.3K <0.01% +57 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 215 $58K 0.01% -6 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 200 $54.7K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 192 $52.5K <0.01% 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 190 $52K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 186 $50.9K <0.01% +96 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 181 $49.5K 0.02% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 154 $42.1K <0.01% +124 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 148 $40.5K <0.01% +77 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 147 $40.2K <0.01% -35 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 137 $37.5K 0.01% -288 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 126 $35K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 127 $34.9K <0.01% +120 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 120 $32.8K <0.01% new 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 116 $31.7K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 113 $30.9K 0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 104 $28.5K <0.01% -36 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 103 $28.2K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 99 $27K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 98 $26.8K <0.01% +17 13F-HR/A Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 88 $24.1K <0.01% -4 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 84 $23K <0.01% -1 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 81 $22.2K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 80 $21.9K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 68 $18.6K <0.01% -20 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 67 $18K 0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 65 $17.8K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 62 $16.9K 0.01% +1 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 61 $16.7K 0.01% -106 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 60 $16.4K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 50 $13.7K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 46 $12.6K <0.01% -77 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 45 $12.3K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 43 $11.8K <0.01% -75 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 40 $11.1K 0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 40 $10.9K <0.01% +32 13F-HR/A Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 39 $10.8K <0.01% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 38 $10.4K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 37 $10.1K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 37 $9.95K <0.01% -42 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 34 $9K <0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 30 $8.21K 0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 30 $8.21K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 30 $8K <0.01% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 27 $7.39K <0.01% +3 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 27 $7.14K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 25 $6.84K <0.01% -25 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 23 $6.29K <0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 21 $5.75K <0.01% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 17 $4.84K <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 16 $4.43K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 16 $4.38K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 14 $3.83K <0.01% -32 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 14 $3.83K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 13 $3.56K <0.01% +8 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 12 $3.28K <0.01% +6 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11 $3.01K <0.01% -1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 10 $2.74K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 9 $2.46K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9 $2.46K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 9 $2.46K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9 $2.46K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 8 $2.19K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 7 $1.92K <0.01% -9 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 7 $1.92K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 5 $1.38K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $1.37K <0.01% -4 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5 $1.37K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5 $1.37K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4 $1.11K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $1.09K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4 $1.09K <0.01% -107 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5 $1K <0.01% +2 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3 $822 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3 $821 <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 3 $821 <0.01% -6 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $821 <0.01% +2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $821 <0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $548 <0.01% -6 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $547 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $547 <0.01% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $534 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2 $528 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $279 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $275 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1 $274 <0.01% 0 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $274 <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1 $274 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $274 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1 $274 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1 $274 <0.01% new 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.