Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 6,751 $390K 0.07% +581 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,741 $389K <0.01% +384 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 6,310 $364K 0.02% -300 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,216 $359K <0.01% -461 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 6,213 $358K 0.03% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6,142 $356K 0.01% +163 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,967 $344K <0.01% +180 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,926 $342K 0.05% -18,370 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,921 $342K <0.01% +366 13F-HR Timeline Group ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 5,877 $339K 0.01% 0 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,814 $335K <0.01% -1,644 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,793 $334K <0.01% +135 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 5,745 $331K <0.01% +357 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,573 $322K 0.01% -5 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 5,324 $307K <0.01% +240 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,173 $299K <0.01% -23 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,977 $287K 0.01% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,660 $269K 0.01% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,653 $268K <0.01% -185 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 4,653 $268K <0.01% -185 13F-HR/A Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 4,572 $264K <0.01% -40,863 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,397 $254K 0.01% -27 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,392 $253K <0.01% -87 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 4,391 $253K 0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,257 $246K 0.02% +65 13F-HR/A Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,250 $245K 0.07% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,222 $244K -206 Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,113 $237K 0.02% +536 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,988 $230K <0.01% -455 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,988 $230K 0.02% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,972 $229K <0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,873 $223K 0.03% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,806 $220K 0.01% -21,126 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,798 $219K <0.01% -744 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,660 $211K <0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,658 $211K <0.01% +3 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 3,631 $210K <0.01% new 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 3,616 $209K 0.02% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,585 $207K <0.01% -231 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,340 $193K <0.01% +577 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 2,983 $172K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,384 $138K <0.01% +1,231 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,329 $134K <0.01% +747 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,313 $133K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,226 $128K 0.01% -25 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) 1,708 $99.2K <0.01% -7,505 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,711 $99K <0.01% -19 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,700 $98.1K 0.05% +600 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,359 $78.4K <0.01% +181 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,238 $71.4K <0.01% -1,023 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,202 $69.4K <0.01% +15 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,042 $60.1K 0.01% -2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 905 $52.2K 0.01% 0 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 890 $51.4K 0.01% -502 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 845 $48.8K <0.01% +37 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 785 $45.3K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 724 $41.8K <0.01% -40 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 683 $39.3K <0.01% +108 13F-HR/A Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 660 $38.1K <0.01% +18 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 500 $28.9K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 487 $28.2K <0.01% -5 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 449 $25.9K <0.01% +4 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 437 $25K <0.01% +70 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 385 $22.2K <0.01% +90 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 373 $22K <0.01% +31 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 378 $21.8K <0.01% -88 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 362 $20.9K <0.01% +70 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 336 $19.4K <0.01% -322 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 305 $18K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 302 $17K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 286 $16.5K <0.01% +152 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 286 $16.5K <0.01% -45 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 281 $16.2K 0.01% -18 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 277 $16K <0.01% +12 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 275 $15.9K <0.01% +26 13F-HR/A Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 249 $14.4K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 234 $14K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 231 $13.3K <0.01% +78 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 227 $13.1K <0.01% +2 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 209 $12K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 198 $11.4K <0.01% 0 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 190 $11K <0.01% +95 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 177 $10.2K <0.01% -59 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 136 $7.85K <0.01% new 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 126 $7.27K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 126 $6.85K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 110 $6.35K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 105 $6.06K <0.01% -840 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $5.77K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 94 $5.42K <0.01% -36 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 84 $5K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 82 $4.73K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 74 $4.27K <0.01% +8 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 65 $3.75K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 67 $3.66K <0.01% +31 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 53 $3.06K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 51 $2.94K <0.01% new 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 43 $2.48K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 39 $2.25K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 37 $2.13K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 36 $2.08K <0.01% +18 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 30 $1.73K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 20 $1.15K <0.01% -202 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 17 $981 <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 14 $808 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13 $750 <0.01% -567 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 12 $692 <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10 $577 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 10 $577 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $520 <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7 $404 <0.01% -177 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 7 $404 <0.01% 0 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 7 $375 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6 $347 <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6 $346 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $289 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5 $288 <0.01% -1,874 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $265 <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 4 $230 <0.01% +1 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3 $173 <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2 $115 <0.01% -22 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 1 $58 <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1 $58 <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.