OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 22,629 $391K 0.02% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 22,296 $385K <0.01% +8,920 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 21,970 $380K <0.01% -1,926 13F-HR Timeline Group Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 21,636 $378K <0.01% +9,030 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 21,662 $374K <0.01% 0 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 21,532 $372K <0.01% 13F-HR/A Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 21,320 $368K 0.03% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 20,774 $359K 0.01% +5,058 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 20,009 $346K 0.02% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 20,000 $346K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 19,927 $344K 0.07% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 19,788 $342K 0.03% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 19,650 $340K 0.01% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 19,631 $339K 0.02% +978 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 19,518 $337K 0.01% -2,181 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 19,468 $336K <0.01% -49,925 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 19,182 $331K <0.01% 0 13F-HR Timeline Group North Dakota State Investment Board More: the full row for North Dakota State Investment Board 19,140 $331K 0.01% +1,282 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 19,125 $330K <0.01% +4,589 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 18,664 $323K 0.1% -349 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 18,378 $318K 0.02% +7,450 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 18,225 $315K <0.01% +5,261 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 18,202 $315K <0.01% +388 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,168 $314K 0.01% -4,600 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 21,824 $303K 0.01% +10,298 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 17,441 $301K 0.01% +5,278 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 17,280 $299K 0.03% -12,034 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 17,251 $298K 0.03% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 17,100 $295K 0.04% +4,000 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 17,048 $295K 0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 17,019 $294K <0.01% +4,850 13F-HR Timeline T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 16,920 $292K 0.33% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 16,843 $291K <0.01% +5,843 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 16,716 $289K 0.01% +2,184 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 16,616 $287K <0.01% new 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 16,567 $286K 0.14% +330 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 17,200 $284K 0.01% -92,425 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 16,339 $282K <0.01% new 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 16,281 $281K <0.01% +608 13F-HR/A Timeline Bank of Marin More: the full row for Bank of Marin 16,215 $280K 0.2% new 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 16,196 $280K 0.15% +3,833 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 16,150 $279K 0.8% +1,145 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 16,150 $279K <0.01% new 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 15,930 $275K 0.09% 0 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 15,670 $271K <0.01% +5,120 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 15,106 $261K <0.01% new 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 15,047 $260K 0.04% +1,026 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 15,000 $259K 0.23% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 14,850 $257K 0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 14,798 $256K 0.01% +408 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 17,041 $255K 0.01% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 14,500 $251K 0.07% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 14,225 $246K 0.06% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 14,273 $246K <0.01% new 13F-HR Timeline Group Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 14,100 $244K 0.21% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,646 $236K 0.01% +2,347 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,255 $229K 0.01% +3,299 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 13,241 $229K new Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 13,761 $228K 0.04% -11 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,082 $226K <0.01% -257 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 12,985 $224K <0.01% +185 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,952 $224K <0.01% new 13F-HR/A Timeline Family Manage LLC More: the full row for Family Manage LLC 12,951 $224K 0.02% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 12,950 $224K 0.05% +2,800 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,893 $223K <0.01% +963 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 12,800 $221K 0.02% +6,862 13F-HR/A Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 12,797 $221K <0.01% new 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 12,750 $220K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. World Investment Advisors More: the full row for World Investment Advisors 12,196 $219K <0.01% -31,022 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 12,639 $218K 0.05% new 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 12,623 $218K 0.01% -992 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 12,611 $218K 0.07% -3,391 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 12,596 $218K 0.09% -425 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 12,549 $217K 0.11% +27 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 12,500 $216K 0.04% +1,050 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 12,461 $215K 0.06% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,307 $213K <0.01% +2,576 13F-HR Timeline Mann Financial Group, Inc. More: the full row for Mann Financial Group, Inc. 12,160 $210K 0.18% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 12,000 $207K 0.01% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 11,630 $201K 0.07% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,505 $199K 0.01% new 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 11,445 $198K 0.01% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 11,371 $196K <0.01% new 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 11,281 $195K 0.04% +381 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 11,250 $194K 0.02% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 11,223 $194K <0.01% -626 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,921 $189K 0.03% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,900 $188K <0.01% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 10,813 $187K 0.04% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 10,782 $186K 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,772 $186K 0.01% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 10,755 $186K 0.02% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,717 $185K 0.01% new 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 10,678 $185K 0.02% new 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 10,354 $179K <0.01% -136,809 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 10,000 $173K 0.06% new 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 9,534 $165K 0.01% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 9,420 $163K 0.01% -699 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 7,374 $127K 0.01% -49,048 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 7,292 $126K 0.07% -2 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 6,605 $114K 0.03% +5,580 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,700 $98.5K 0.02% +200 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,442 $94K <0.01% -536 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 5,411 $93.5K 0.03% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5,000 $86.4K 0.02% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 4,400 $76K <0.01% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 4,218 $72.9K 0.06% +196 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,850 $66.5K 0.01% +1,652 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,750 $64.8K 0.02% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,710 $64.1K <0.01% +142 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,618 $62.5K <0.01% -11 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,544 $61K <0.01% +1,905 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,371 $58.3K 0.01% +338 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,319 $57.4K <0.01% +585 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,244 $56K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 2,858 $49.4K 0.02% -11,900 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,825 $48.8K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,680 $46.3K <0.01% +2,587 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,596 $44.9K <0.01% +912 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,506 $43.3K <0.01% +642 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,502 $43.2K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,468 $42.6K <0.01% +1,254 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,200 $38K 0.01% +1,500 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,035 $35.2K <0.01% +50 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,007 $34.7K <0.01% +278 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,000 $34.6K 0.01% +300 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,995 $34.5K <0.01% -2,250 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,302 $32.5K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,823 $31.5K <0.01% -448 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 1,764 $30.5K <0.01% +668 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,685 $29.1K <0.01% +294 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,531 $26.5K <0.01% +1,417 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,400 $24.2K <0.01% +1,269 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,328 $22.9K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,302 $22K <0.01% -1,621,045 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,272 $22K <0.01% new 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,250 $21.6K <0.01% 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,211 $20.9K <0.01% new 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,115 $19.3K <0.01% +26 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,090 $18.8K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,056 $18.2K <0.01% -18 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,000 $17.3K 0.02% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 951 $16.4K <0.01% +40 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 700 $12.1K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 700 $12.1K <0.01% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 700 $12.1K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 700 $12K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 690 $11.9K <0.01% -878 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 642 $11.1K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 633 $10.9K <0.01% -7,631 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 608 $10.5K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 607 $10.5K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 600 $10.4K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 571 $9.87K <0.01% -8,796 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 570 $9.85K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 502 $8.68K <0.01% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 500 $8.64K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 500 $8.64K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 494 $8.54K 0.01% -2,174 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 475 $8.21K <0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 500 $8.11K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 454 $7.85K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 444 $7.67K <0.01% +8 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 440 $7.6K <0.01% +84 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 407 $7.03K <0.01% -123 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 393 $6.79K <0.01% +126 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 486 $6.51K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 359 $6.2K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 341 $6K <0.01% +2 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 338 $5.84K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 335 $5.79K <0.01% +151 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 325 $5.62K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 292 $5.05K <0.01% +45 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 281 $4.86K <0.01% +30 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 252 $4.36K <0.01% -325 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 250 $4.32K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 250 $4.13K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 250 $4K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 218 $3.77K <0.01% +2 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 213 $3.68K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 200 $3.46K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 200 $3.46K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 186 $3.21K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 165 $2.85K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 147 $2.54K <0.01% -109 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 143 $2.47K <0.01% +90 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 127 $2.19K <0.01% +4 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 109 $1.88K <0.01% +27 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 99 $1.71K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 91 $1.57K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 75 $1.3K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 73 $1.26K <0.01% -11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 72 $1.25K <0.01% -7 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 65 $1.12K <0.01% -12 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 61 $1.09K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 46 $1K <0.01% -1 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 70 $970 <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 55 $951 <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 55 $950 <0.01% +34 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 50 $891 <0.01% 0 13F-HR Timeline