Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 6,395 $270K 0.03% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 6,352 $268K 0.06% new 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,337 $268K <0.01% -322 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,322 $267K 0.04% +1,287 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,083 $257K <0.01% new 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 6,014 $254K 0.01% new 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 6,000 $254K 0.11% 0 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 6,000 $254K 0.09% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 5,741 $243K 0.12% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 5,705 $241K <0.01% new 13F-HR/A Timeline Group Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 5,340 $226K 0.09% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,672 $224K 0.01% +53 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 5,255 $222K 0.16% new 13F-HR/A Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 5,030 $213K <0.01% +174 13F-HR/A Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 4,941 $209K 0.01% 0 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,877 $206K <0.01% +292 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 4,218 $178K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,068 $172K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4,052 $171K <0.01% -2,911 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,983 $168K 0.01% +498 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,415 $144K <0.01% -28 13F-HR/A Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 2,696 $114K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,668 $113K 0.01% +2,206 13F-HR/A Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,460 $104K <0.01% -336 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,409 $102K <0.01% -5,374 13F-HR Timeline KLP KAPITALFORVALTNING AS More: the full row for KLP KAPITALFORVALTNING AS 2,400 $101K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,075 $88K 0.06% +256 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,864 $78.8K <0.01% +381 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,500 $63.4K 0.03% 0 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) 1,234 $52.2K <0.01% -2,920 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,215 $51.4K <0.01% -117 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,128 $47.7K <0.01% +282 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,081 $45.7K <0.01% -507 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 992 $41.9K 0.03% +954 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 975 $41.2K <0.01% -2 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 941 $40K <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 906 $38.3K <0.01% -805 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 900 $38K <0.01% -9,539 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 900 $38K 0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 700 $29.6K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 700 $29.6K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 678 $28.7K <0.01% +650 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 673 $28.4K <0.01% +132 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 609 $25.7K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 500 $21.1K <0.01% -200 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 505 $21K <0.01% -469 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 478 $20.2K <0.01% +318 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 426 $18K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 398 $16.8K <0.01% +8 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 366 $15.5K <0.01% +2 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 300 $12.6K <0.01% new 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 263 $11.1K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 229 $9.68K <0.01% +114 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 204 $8.76K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 193 $8.16K <0.01% -3,739 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 200 $8K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 185 $7.95K <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. 171 $7.23K <0.01% new 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 147 $6.21K <0.01% +137 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 172 $6.2K <0.01% +164 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 124 $5.24K <0.01% -941 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 122 $5.16K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 151 $4.96K <0.01% -10 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 111 $4.82K <0.01% -57 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 86 $3.63K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 82 $3K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 80 $3K <0.01% +7 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 71 $3K <0.01% -116 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 69 $2.92K <0.01% -267 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 60 $2.54K <0.01% -5 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 51 $2.16K <0.01% +42 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 50 $2.11K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 50 $2.11K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 47 $1.99K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 40 $1.69K <0.01% -155 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 30 $1.27K <0.01% 0 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 28 $1.18K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 22 $1K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 22 $929 <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 20 $846 <0.01% +12 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 20 $846 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 14 $592 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13 $550 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12 $508 <0.01% new 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 12 $507 <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11 $465 <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7 $296 <0.01% -2 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6 $254 <0.01% new 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 4 $169 <0.01% 0 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4 $169 <0.01% +2 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3 $127 <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3 $127 <0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $127 <0.01% -4 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $127 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $85 <0.01% -3 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 12 $0 0% -2 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 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.