Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,071 $233K <0.01% new 13F-HR Timeline Group One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 4,000 $229K 0.48% new 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,890 $222K 0.01% -4,632 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,757 $215K <0.01% +397 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,731 $213K <0.01% -3,315 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,676 $210K <0.01% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 3,599 $206K <0.01% new 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 3,586 $205K 0.11% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 3,387 $194K 0.01% +203 13F-HR Timeline Group Apollo Management Holdings, L.P. in group Apollo Management Holdings, L… More: the full row for Apollo Management Holdings, L.P. 3,349 $191K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,331 $190K 0.01% -534 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,227 $184K <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,761 $158K <0.01% -600 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,715 $155K 0.04% new 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 2,675 $153K <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 2,355 $135K +2,245 Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 2,101 $120K <0.01% 13F-HR Timeline Group Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 2,031 $116K 0.04% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,842 $105K <0.01% -203,588 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,760 $101K <0.01% +1,706 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,542 $88.2K 0.01% +272 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,500 $85.8K <0.01% +1,064 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,459 $83K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,375 $78K 0.05% +617 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,114 $63.7K <0.01% -21 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,092 $62.4K 0.01% +919 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 807 $49.2K <0.01% -53 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 771 $45.4K <0.01% -412 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 779 $44.5K <0.01% +430 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 707 $40.8K <0.01% -1,167 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 668 $38.2K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 644 $36.8K <0.01% +384 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JNBA Financial Advisors More: the full row for JNBA Financial Advisors 600 $34.3K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 578 $33.1K <0.01% +230 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 564 $32.2K <0.01% -16 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 513 $29.3K <0.01% -93 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 488 $27.9K <0.01% -18 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 229 $24.5K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 409 $23.4K <0.01% +64 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 388 $22.2K 0.01% +351 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 382 $21.8K <0.01% +135 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 370 $21.6K <0.01% +128 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 372 $21.3K <0.01% +256 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 352 $20.1K <0.01% -1,079 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 349 $20K <0.01% -129 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 311 $17.8K <0.01% +5 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 310 $17.7K <0.01% -17,167 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 310 $17.7K 0.01% +215 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 283 $16.2K <0.01% -5 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 263 $15K <0.01% +183 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 239 $14.4K <0.01% -92 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 243 $13.9K <0.01% 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 230 $13.1K <0.01% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 220 $12.7K <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 216 $12.4K <0.01% -44,306 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 216 $12.3K <0.01% -5,000 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 193 $11K <0.01% +20 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 157 $8.98K <0.01% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 109 $6.29K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 105 $6.06K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 91 $5.2K <0.01% -3 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 90 $5.13K <0.01% -40 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 87 $4.97K <0.01% +40 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 81 $4.63K <0.01% +32 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/ 72 $4.12K <0.01% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 67 $3.83K <0.01% +35 13F-HR/A Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 59 $3.37K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 53 $3.03K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 50 $3K <0.01% -40 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 38 $2.17K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 35 $2K <0.01% 0 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 32 $1.83K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 30 $1.72K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 28 $1.6K <0.01% +18 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 28 $1.6K <0.01% +27 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 27 $1.54K <0.01% -6 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 26 $1.49K <0.01% +13 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 25 $1.43K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 25 $1.43K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 25 $1.43K <0.01% -11 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 24 $1.37K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 24 $1.37K <0.01% +22 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 22 $1.26K <0.01% +22 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 20 $1.14K <0.01% -18 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 20 $1.14K <0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 19 $1.09K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 16 $915 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 16 $915 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 16 $915 <0.01% -105 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 15 $858 <0.01% -25 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 14 $800 <0.01% +9 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 13 $743 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 11 $629 <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11 $629 <0.01% -334 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 11 $629 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $515 <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 8 $457 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 8 $457 <0.01% new 13F-HR/A Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 7 $401 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6 $361 <0.01% -7 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 6 $343 <0.01% +4 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6 $343 <0.01% -1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $229 <0.01% +3 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3 $172 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $114 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1 $57 <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1 $57 <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. INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0 $0 0% -49 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.