Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,884 $296K 0.01% -43 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,683 $281K <0.01% -325 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,683 $281K <0.01% +383 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,644 $278K <0.01% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,605 $275K <0.01% -84 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 3,583 $273K <0.01% new 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,530 $269K 0.04% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,457 $263K 0.11% +2,406 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,450 $263K <0.01% -1,728 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,428 $261K <0.01% +561 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,409 $260K 0.08% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 3,398 $259K 0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,378 $257K <0.01% -694 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 3,377 $257K 0.1% new 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 3,339 $256K 0.01% new 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,301 $251K 0.02% new 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,253 $248K 0.07% +44 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,099 $236K <0.01% -37 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,072 $234K 0.02% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,068 $234K <0.01% -140 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,032 $231K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,990 $228K 0.03% +2,252 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,828 $215K 0.01% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,751 $210K 0.04% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,746 $209K <0.01% -53 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,725 $208K 0.05% -99 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,700 $206K 0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,647 $202K 0.01% -78 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 2,632 $201K 0.1% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,542 $194K <0.01% +342 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,383 $182K <0.01% +109 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,121 $162K <0.01% -526 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,081 $159K <0.01% -3,719 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,818 $138K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,720 $131K 0.01% +437 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,600 $122K 0.01% -45 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,466 $112K <0.01% +303 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,352 $103K <0.01% +87 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,336 $102K 0.01% -92 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 1,178 $89.7K 0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 976 $74.8K <0.01% +27 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 973 $74.1K <0.01% +73 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 932 $71K 0.01% +144 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 927 $70.6K <0.01% -799 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) 900 $68.6K <0.01% -348 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 770 $58.7K <0.01% -180 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 760 $57.8K <0.01% +76 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 725 $55.2K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 718 $54.7K 0.01% +706 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 657 $50K <0.01% +34 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 589 $44.9K <0.01% +34 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 545 $42K <0.01% +30 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 541 $41.2K <0.01% -432 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 456 $34.7K <0.01% +117 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 451 $34.4K <0.01% +55 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 436 $33.2K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 425 $32.4K <0.01% -42 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 405 $30.9K 0.02% +270 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 365 $27.8K <0.01% +265 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 313 $23.8K <0.01% +42 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 268 $20.4K <0.01% +25 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 246 $18.7K <0.01% +199 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 230 $17.5K <0.01% +71 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 227 $17K <0.01% -24 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 224 $17K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 210 $16K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 208 $15.8K <0.01% +160 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 197 $15K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 197 $15K -127 Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 187 $14.2K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 181 $13.8K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 139 $11.4K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 144 $11K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 120 $9.14K <0.01% -248 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 111 $8.46K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 110 $8.38K <0.01% -121 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 105 $8K <0.01% +45 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 100 $7.62K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 97 $7.39K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 98 $7K <0.01% new 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 94 $7K <0.01% +19 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 78 $5.94K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 76 $5.79K <0.01% 0 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 73 $5.56K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 68 $5.18K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 63 $4.8K <0.01% +4 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 56 $4.27K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 55 $4.19K <0.01% -57 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 54 $4.11K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 48 $3.65K <0.01% -1 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 46 $3.5K <0.01% +26 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 40 $3.05K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 38 $2.9K <0.01% -13 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 37 $2.82K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 36 $2.74K <0.01% 0 13F-HR/A Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 35 $2.67K <0.01% -3 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 35 $2.67K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 33 $2.51K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 31 $2.36K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 29 $2.21K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 25 $1.91K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 21 $1.6K <0.01% -50 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 18 $1.37K <0.01% -2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 18 $1.37K <0.01% -2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 17 $1.3K <0.01% +2 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 15 $1.14K <0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 21 $1K <0.01% -17,837 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 13 $990 <0.01% +8 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 11 $838 <0.01% -150 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 9 $686 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 8 $610 <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4 $305 <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4 $305 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3 $229 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3 $229 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $229 <0.01% -3 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $229 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $153 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $152 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 8 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -91 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.