Quarry LP More: the full row for Quarry LP 901 $288K 0.06% -1,016 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 899 $287K 0.01% -145 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 892 $285K 0.1% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 889 $284K 0.01% +48 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 859 $274K 0.02% +62 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 851 $272K <0.01% -2 13F-HR Timeline Group Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 838 $268K 0.04% new 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 830 $265K 0.04% +39 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 824 $263K 0.01% +374 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 816 $260K <0.01% +159 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 806 $257K +23 Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 802 $256K 0.03% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 788 $252K 0.01% -25 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 782 $250K <0.01% +187 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 781 $249K <0.01% +169 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 778 $248K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 778 $248K 0.01% -6 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 775 $247K 0.02% +3 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 775 $247K 0.1% -253 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 770 $246K <0.01% +26 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 768 $245K <0.01% +102 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 766 $245K -594 Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 764 $244K <0.01% -172 13F-HR Timeline PUNCH & ASSOCIATES INVESTMENT MANAGEMEN… More: the full row for PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 750 $239K 0.01% -10 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 747 $238K 0.02% -817 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 970 $238K 0.1% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 733 $234K 0.01% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 723 $231K 0.01% +136 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 718 $229K 0.09% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 700 $223K 0.07% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 706 $221K 0.01% -86 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 685 $219K 0.03% new 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 682 $218K <0.01% -667 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 682 $218K <0.01% -3,136 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 667 $213K 0.12% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 653 $208K 0.01% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 652 $208K <0.01% 0 13F-HR Timeline Group Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 644 $206K <0.01% -124 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 643 $205K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 632 $202K 0.01% -57 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 614 $196K 0.01% +612 13F-HR Timeline Group Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 609 $194K 0.06% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 595 $190K 0.01% -158 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 546 $174K 0.06% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 482 $154K <0.01% +7 13F-HR/A Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 461 $147K 0.03% +450 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 450 $144K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 446 $142K <0.01% +44 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 432 $138K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 428 $137K 0.01% +93 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 426 $136K <0.01% new 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 380 $121K <0.01% new 13F-HR Timeline Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 371 $118K <0.01% +22 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 362 $116K 0.06% +356 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 331 $106K 0.08% -406 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 320 $102K 0.07% +40 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 318 $102K <0.01% -21 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 286 $91.3K 0.04% +125 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 197 $91.1K <0.01% +182 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 275 $87.8K <0.01% -57 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 258 $82.4K 0.02% +249 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 244 $77.9K <0.01% -102 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 213 $68K <0.01% +79 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 200 $62.6K <0.01% -200 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 172 $54.9K 0.01% +18 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 156 $49.8K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 147 $46.9K <0.01% +12 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 126 $41K <0.01% +101 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 127 $40.5K <0.01% +64 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 125 $39.9K <0.01% +37 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 121 $39.7K 0.01% +111 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 120 $38.3K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 120 $38.2K <0.01% -57 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 107 $34.2K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 107 $34K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 104 $33.2K <0.01% -8 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 94 $30K <0.01% 0 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 91 $29.1K 0.01% +25 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 84 $26.8K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 81 $25.4K <0.01% +19 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 77 $24.6K <0.01% +17 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 76 $24.3K 0.01% +26 13F-HR/A Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 71 $22.7K 0.01% +18 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 70 $22.3K <0.01% +3 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 67 $21.7K <0.01% +17 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 66 $21.1K <0.01% +56 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 61 $19K <0.01% -1,044 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 55 $18K <0.01% +4 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 54 $17.2K <0.01% -29 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 54 $17.2K <0.01% +28 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 51 $16K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 48 $15.3K <0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 46 $14.7K <0.01% -10,996 13F-HR/A Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 44 $14.4K <0.01% +27 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 45 $14.4K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 45 $14.4K <0.01% -173 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 43 $13.7K <0.01% +41 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 42 $13K <0.01% +2 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 40 $12.8K <0.01% +1 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 38 $12.1K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 37 $11.8K <0.01% +20 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 37 $11.8K <0.01% new 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 37 $11.8K 0.01% -1 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 33 $10.5K 0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 30 $9.62K <0.01% +29 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 29 $9.26K <0.01% -7 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 27 $9K 0.01% -17 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 28 $8.94K <0.01% -10 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 27 $8.62K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 25 $7.98K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 24 $7.66K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 24 $7.66K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 23 $7.34K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 21 $6.83K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 21 $6.7K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 20 $6.56K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 20 $6.38K <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 15 $6.38K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 20 $6K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 18 $5.75K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 16 $5.11K <0.01% +1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 16 $5.11K <0.01% -1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 15 $4.79K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 13 $4.15K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 13 $4.15K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 11 $3.51K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9 $3.46K <0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 10 $3.19K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 10 $3.19K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $3.19K <0.01% -1 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 10 $3.19K <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $3.19K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 9 $2.87K <0.01% 0 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 9 $2.87K <0.01% -827 13F-HR/A Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8 $2.55K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 8 $2.55K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7 $2.23K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6 $1.92K <0.01% +3 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 6 $1.92K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 6 $1.92K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5 $1.6K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5 $1.6K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5 $1.6K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4 $1.28K <0.01% +1 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4 $1.28K <0.01% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 4 $1.28K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4 $1.28K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5 $1K <0.01% -1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3 $958 <0.01% 0 13F-HR Timeline Group Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 3 $958 <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3 $958 <0.01% +2 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $958 <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3 $958 <0.01% new 13F-HR/A Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 3 $958 <0.01% 0 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2 $639 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2 $638 <0.01% +1 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2 $638 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2 $638 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1 $320 <0.01% -14 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1 $319 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $319 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $319 <0.01% new 13F-HR Timeline