Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 10,332 $419K 0.01% +5,303 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,281 $416K <0.01% -5,899 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 9,008 $365K <0.01% -1,202 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 8,670 $351K <0.01% +1,950 13F-HR Timeline Group Scientech Research LLC More: the full row for Scientech Research LLC 8,184 $332K 0.28% new 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 8,078 $327K <0.01% -71 13F-HR Timeline Group Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 7,970 $323K 0.21% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 7,908 $320K <0.01% +564 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 7,850 $318K <0.01% new 13F-HR/A Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 7,645 $310K <0.01% new 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 7,540 $305K <0.01% +2,997 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 7,505 $304K 0.05% new 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 7,302 $296K <0.01% +358 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 7,160 $290K 0.15% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,015 $284K <0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,015 $284K <0.01% +3,437 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 6,849 $277K 0.05% new 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 6,825 $276K <0.01% new 13F-HR/A Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,824 $276K <0.01% -355 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 6,810 $276K 0.03% -231 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 6,805 $276K 0.05% +4,788 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 6,681 $271K 0.07% new 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 6,052 $264K 0.01% new 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 6,293 $255K 0.01% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,285 $255K 0.1% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 6,241 $253K <0.01% +2,603 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,133 $248K <0.01% +2,195 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 6,106 $247K 0.01% +425 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 6,100 $247K 0.03% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 6,019 $244K <0.01% new 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 5,923 $240K <0.01% new 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,782 $234K <0.01% +65 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,675 $230K <0.01% -181 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,646 $229K 0.01% -38 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 5,590 $226K <0.01% new 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 5,536 $224K 0.05% +4,501 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,517 $223K <0.01% +302 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,325 $216K <0.01% +1,502 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 5,304 $215K -18,641 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,431 $212K <0.01% +1,033 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 5,215 $211K 0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,201 $211K <0.01% +555 13F-HR/A Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 5,156 $209K 0.04% +69 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 5,151 $209K <0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,116 $207K <0.01% new 13F-HR Timeline Group Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 5,060 $205K 0.05% -12,674 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 5,037 $204K 0.03% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 5,018 $203K 0.02% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,956 $201K <0.01% +701 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,930 $200K <0.01% +893 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 4,087 $165K <0.01% +2,257 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,791 $154K <0.01% 0 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. 3,637 $147K <0.01% -908 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,525 $143K 0.16% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,435 $139K <0.01% -1,742 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,400 $138K <0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,289 $133K <0.01% +121 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,234 $131K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,212 $130K <0.01% +942 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,500 $101K 0.02% -7,500 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,444 $99K <0.01% new 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,261 $91.6K 0.01% +82 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,089 $84.6K <0.01% +281 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,068 $83.8K 0.01% +2,001 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,000 $81K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,907 $77.3K <0.01% +407 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,333 $54K <0.01% +201 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,328 $53.8K <0.01% +542 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,195 $48.4K <0.01% -173 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,027 $41.6K <0.01% -259 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 914 $37K <0.01% -194 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 902 $36.5K <0.01% +899 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 789 $32K <0.01% +516 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 783 $31.7K <0.01% +108 13F-HR/A Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 706 $28.6K <0.01% +500 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 638 $25.8K <0.01% +415 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 627 $25.4K <0.01% -533 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 609 $24K <0.01% -40 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 547 $22.2K <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 394 $16K <0.01% +285 13F-HR Timeline Group Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 379 $15.4K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 372 $15.1K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 350 $14.2K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 331 $13.4K <0.01% +105 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 306 $12.4K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 266 $10.8K <0.01% +256 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 259 $10.1K <0.01% +64 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 226 $9.15K <0.01% +97 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 213 $8.63K <0.01% +21 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 155 $6.28K <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 140 $5.67K <0.01% -55 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 126 $5.1K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 125 $5.06K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 113 $5K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 111 $5K <0.01% -126 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 113 $4.58K <0.01% +68 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 113 $4.58K <0.01% -148 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 104 $4.21K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $4.05K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 86 $3.48K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 53 $2.15K <0.01% +9 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 45 $1.82K <0.01% -28 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 45 $1.82K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 41 $1.66K <0.01% +27 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 29 $1.32K <0.01% +11 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 30 $1.22K <0.01% -211 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 29 $1.18K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 34 $1K <0.01% 0 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 16 $1K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 24 $972 <0.01% +14 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 22 $892 <0.01% +13 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 22 $891 <0.01% -45 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 20 $811 <0.01% new 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 20 $795 <0.01% +4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 17 $689 <0.01% -10 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 17 $689 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 16 $623 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $608 <0.01% -11 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 15 $608 <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 14 $567 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 13 $526 <0.01% -2 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 12 $487 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 12 $486 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 10 $406 <0.01% -21 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10 $405 <0.01% -6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Davis Capital Management More: the full row for Davis Capital Management 10 $405 <0.01% +6 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $405 <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7 $284 <0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 6 $243 <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5 $203 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4 $162 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4 $162 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3 $122 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2 $93 <0.01% -54 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $92 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $81 <0.01% -10 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $41 <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $41 <0.01% -1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $41 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $41 <0.01% -5 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $41 <0.01% -38 13F-HR Timeline Group Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $41 <0.01% -1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $41 <0.01% -22 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1 $41 <0.01% -4 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $40 <0.01% -4 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11 $0 0% -7 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -68 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.