Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,155 $285K <0.01% new 13F-HR/A Timeline Group Lynx Investment Advisory More: the full row for Lynx Investment Advisory 13,032 $282K 0.15% +5,471 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 12,942 $280K 0.03% +469 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 12,361 $267K <0.01% +1,978 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 11,523 $254K <0.01% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 11,647 $252K <0.01% -13,699 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 11,541 $250K <0.01% new 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 11,402 $247K <0.01% -16,584 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 11,191 $242K <0.01% +816 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,164 $242K <0.01% +1,210 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 10,967 $237K 0.02% +1,561 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 10,821 $234K 0.01% +215 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 10,802 $234K 0.01% +502 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 10,769 $233K <0.01% +2,750 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 10,723 $232K 0.04% -25,040 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 10,570 $229K 0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 10,074 $218K 0.02% +5,478 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 9,941 $215K 0.08% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,908 $215K <0.01% 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,635 $209K <0.01% -2,114 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,412 $204K 0.02% +1,259 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 9,353 $202K 0.01% -21,676 13F-HR Timeline Group BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 9,093 $197K 0.01% +423 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 8,413 $182K 0.1% +3,202 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. 7,931 $172K <0.01% +6,213 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 7,580 $164K 0.04% new 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 7,535 $163K <0.01% +293 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 7,303 $158K <0.01% +925 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,825 $148K <0.01% -170 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 6,777 $147K 0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,684 $123K <0.01% -1,872 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 5,513 $119K 0.04% -6,115 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,369 $116K 0.01% new 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 5,301 $115K 0.02% +232 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 5,195 $112K 0.01% -9,869 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,383 $95K <0.01% +192 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,034 $87.3K <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,899 $84.4K +188 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,870 $83.8K <0.01% +1,395 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,865 $83.7K <0.01% +1,690 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,814 $82.6K <0.01% +112 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,712 $80.4K <0.01% +160 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,630 $78.6K 0.03% +159 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,611 $78.2K <0.01% -3,526 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,585 $77.6K <0.01% +1,672 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,435 $74.4K 0.01% -695 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,354 $72.6K <0.01% -802 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,041 $65.8K <0.01% -503 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 3,012 $65.2K 0.01% +498 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,286 $49.5K <0.01% -117 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,172 $47K <0.01% -1,171 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,014 $43.6K <0.01% +93 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,909 $41.3K <0.01% -949 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,859 $40.2K <0.01% -131 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,834 $39.7K <0.01% +81 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,829 $39.6K <0.01% +80 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,760 $38.1K <0.01% -1,990 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,732 $37.5K 0.01% +575 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,634 $35.4K 0.01% -905 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,566 $34K <0.01% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,570 $34K <0.01% +70 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 1,473 $31.9K <0.01% +63 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,364 $29.5K 0.01% -10,559 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,353 $29.3K <0.01% -9,186 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,310 $28.6K <0.01% +57 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,283 $27.8K <0.01% +1,074 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,227 $26.6K 0.01% 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,031 $22.3K <0.01% +47 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,000 $21.6K <0.01% 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 987 $21.4K 0.01% +45 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 961 $20.8K <0.01% +80 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 955 $20.7K <0.01% -741 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 909 $19.7K 0.01% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 831 $18K <0.01% +77 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 817 $17.7K <0.01% +35 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/ 801 $17.3K <0.01% -284 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 790 $17.1K <0.01% +592 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 736 $15.9K <0.01% -62,142 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 727 $15.7K <0.01% -28 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 655 $14.2K <0.01% +29 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 615 $13.3K <0.01% +11 13F-HR/A Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 576 $12.5K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 562 $12.2K <0.01% -689 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 524 $11.3K <0.01% -94 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 524 $11.3K <0.01% +520 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 511 $11.1K <0.01% +22 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 495 $10.7K <0.01% +23 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 449 $10K <0.01% -266 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 441 $9.55K <0.01% -81,445 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 411 $8.9K <0.01% +17 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 398 $8.62K <0.01% +265 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 396 $8.57K <0.01% +17 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 374 $8.1K <0.01% +17 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 358 $7.75K <0.01% -1,645 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 330 $7.62K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 327 $7.08K <0.01% +15 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 306 $7K <0.01% +277 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 305 $7K <0.01% +14 13F-HR/A Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 314 $6.8K <0.01% +14 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 294 $6.37K <0.01% -2,157 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. 283 $6.12K <0.01% +12 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 282 $6.11K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 275 $5.95K <0.01% -876 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 267 $5.78K <0.01% +18 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 264 $5.72K <0.01% +10 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 259 $5.62K <0.01% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 235 $5.09K <0.01% +10 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 220 $4.94K <0.01% +10 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 204 $4.42K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 191 $4.13K <0.01% -34 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 180 $3.9K <0.01% +50 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 158 $3.43K <0.01% +11 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 143 $3.1K <0.01% +120 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 124 $2.79K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 116 $2.51K <0.01% +4 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 112 $2.42K <0.01% +7 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 111 $2.4K <0.01% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 98 $2.12K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 97 $2.1K <0.01% +38 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 95 $2.06K <0.01% -137 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 94 $2.03K <0.01% -1,996 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 82 $1.77K <0.01% +3 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 67 $1.45K <0.01% +2 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 64 $1.39K <0.01% +2 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 62 $1.34K <0.01% +2 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 48 $1.04K <0.01% +2 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 43 $931 <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 32 $789 <0.01% -197 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 35 $761 <0.01% -320 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 35 $758 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 31 $671 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 27 $592 <0.01% +14 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 26 $563 <0.01% +1 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 26 $563 <0.01% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 25 $562 <0.01% -98 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 23 $498 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 22 $477 <0.01% -34 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 21 $455 <0.01% -15 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 21 $455 <0.01% -25 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 18 $390 <0.01% -11 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 16 $339 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9 $194 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4 $87 <0.01% new 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2 $43 <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2 $43 <0.01% -20 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2 $43 <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1 $22 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1 $22 <0.01% -63 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1 $22 <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1 $22 <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1 $11 <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 11 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 0 $0 0% -22 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.