JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,966 $113K <0.01% +969 13F-HR/A Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,952 $111K <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,604 $101K <0.01% +1,778 13F-HR Timeline Group Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 3,162 $88.7K 0.02% +2,050 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,800 $78.6K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,352 $66K <0.01% -31 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2,099 $58.9K <0.01% +21 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,950 $54.7K 0.02% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,548 $43.4K <0.01% +1,504 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,530 $42.9K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,433 $40.2K <0.01% -27 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,370 $38.4K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,307 $37.2K <0.01% -225 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,287 $36.1K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,215 $34.1K <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,100 $30.9K 0.01% -200 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 988 $27.7K <0.01% -775 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 913 $25.6K <0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 900 $25.3K <0.01% 0 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 713 $20K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 700 $19.6K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 694 $19.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 663 $18.6K <0.01% +200 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 635 $17.8K <0.01% -635 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 576 $16.2K <0.01% +380 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 592 $16K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 575 $16K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 526 $14.8K <0.01% +151 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 522 $14.6K <0.01% 0 13F-HR Timeline Group City State Bank More: the full row for City State Bank 500 $14K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 461 $12.9K <0.01% +453 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 455 $12.8K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 438 $12.3K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 362 $10K <0.01% -17 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 329 $9.23K <0.01% +129 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 300 $8.42K <0.01% new 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 287 $8.05K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 273 $7.66K <0.01% +5 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 223 $6.26K 0.01% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 201 $5.64K <0.01% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $5.61K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 200 $5.61K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 193 $5.42K <0.01% -99 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 132 $3.7K <0.01% +10 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 146 $3.58K <0.01% +1 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 125 $3.51K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 120 $3.37K <0.01% +11 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 114 $3.2K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 111 $3.12K <0.01% +4 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 107 $3K <0.01% +17 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 116 $3K <0.01% -6 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 80 $2.81K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 92 $2.58K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 89 $2.5K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 88 $2.47K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 88 $2.47K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 87 $2.44K <0.01% +1 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 84 $2.38K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 84 $2.36K <0.01% -3 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 76 $2.14K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 73 $2K <0.01% -23 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 71 $1.99K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 79 $1.91K <0.01% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 60 $1.69K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 59 $1.66K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 55 $1.54K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 55 $1.54K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 53 $1.49K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 47 $1.32K <0.01% -13 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 45 $1.26K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 43 $1.21K <0.01% +11 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 40 $1.12K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 40 $1.12K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 38 $1.07K <0.01% -25 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 29 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HM PAYSON & CO More: the full row for HM PAYSON & CO 32 $898 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 30 $842 <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 31 $783 <0.01% -6 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 23 $645 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 21 $590 <0.01% -4 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 19 $533 <0.01% +11 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 15 $421 <0.01% -1 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 12 $337 <0.01% +6 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 11 $309 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $281 <0.01% -1 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8 $232 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7 $196 <0.01% -17 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5 $141 <0.01% -2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3 $84 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $57 <0.01% 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2 $56 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $56 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $56 <0.01% 0 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.