OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 8,973 $567K 0.01% -2,612 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 8,909 $563K <0.01% +2,340 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,820 $558K 0.01% -1,876 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 9,527 $540K 0.04% +2,186 13F-HR Timeline Group Henshaw Capital LLC More: the full row for Henshaw Capital LLC 8,507 $538K 0.02% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,256 $522K <0.01% +750 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,145 $519K 0.02% -3 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 8,000 $506K 0.06% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 7,447 $471K <0.01% +586 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,972 $441K 0.04% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,832 $432K <0.01% -8,702 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 6,825 $431K 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,821 $431K 0.01% +1,902 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 6,699 $424K 0.01% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 6,671 $422K <0.01% +139 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,495 $411K 0.03% -2,196 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 6,489 $407K 0.01% new 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,360 $402K 0.05% -3,668 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 6,322 $399K <0.01% +1,920 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,229 $394K <0.01% +2,560 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,221 $393K <0.01% -215 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. 6,115 $387K <0.01% +145 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 6,028 $381K <0.01% -153 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,871 $371K <0.01% -45 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,566 $352K <0.01% -1,129 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 5,566 $352K <0.01% -1,129 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,436 $344K <0.01% +972 13F-HR Timeline Group Heitman Real Estate Securities LLC in group Heitman Real Estate Securitie… More: the full row for Heitman Real Estate Securities LLC 5,355 $339K 0.02% -536 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,064 $320K <0.01% +186 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 5,039 $319K 0.04% +137 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 5,000 $316K 0.04% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,857 $307K 0.01% +4,096 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,767 $301K <0.01% -509 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4,772 $301K 0.01% +3,487 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,721 $298K 0.01% -2,711 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,751 $298K <0.01% -321 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 4,606 $291K 0.01% +197 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 4,565 $289K 0.01% +914 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,526 $286K 0.01% -950 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,461 $282K 0.01% -17,371 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,450 $281K 0.08% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,448 $281K <0.01% +213 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,441 $281K 0.06% -313 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,165 $263K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,132 $261K <0.01% +470 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,000 $253K <0.01% +3,706 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,528 $247K 0.26% +632 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,818 $241K 0.01% -67 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,794 $240K <0.01% new 13F-HR Timeline Group CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 3,631 $230K 0.13% new 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. 3,591 $227K 0.02% new 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,554 $225K <0.01% -125 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,541 $224K 0.01% -6,990 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,444 $218K <0.01% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,332 $211K 0.03% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,253 $206K 0.14% +10 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,205 $203K 0.09% -2,847 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,198 $202K 0.03% new 13F-HR/A Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,145 $199K 0.01% -16,802 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,708 $184K 0.03% new 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 2,541 $161K -45 Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,525 $160K 0.04% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,504 $158K <0.01% -71 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,399 $151K <0.01% new 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,335 $148K <0.01% new 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) 2,185 $138K <0.01% -2,400 13F-HR Timeline Group First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 2,029 $128K <0.01% +18 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,001 $127K 0.01% +1,488 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,889 $119K <0.01% +128 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,719 $109K <0.01% -1,345 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,393 $88.1K 0.01% -137 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,252 $78.5K 0.01% -58 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,241 $78.5K 0.01% +1,109 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,143 $72.3K <0.01% +1,028 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,136 $72K <0.01% +5 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,111 $70.2K <0.01% +655 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 1,066 $67.4K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 926 $59K <0.01% -428 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 873 $55.2K 0.01% +145 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 770 $48.7K <0.01% +57 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 670 $42.4K <0.01% +104 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 749 $38.3K <0.01% +29 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 596 $38K <0.01% -5 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 564 $35.7K <0.01% -2 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 548 $34.6K <0.01% -81 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 468 $29.6K <0.01% +20 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 453 $28.6K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 438 $27.7K 0.04% +3 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 426 $26.9K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 416 $26.3K <0.01% -1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 406 $25.9K <0.01% -4 13F-HR/A Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 400 $25.3K <0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 387 $24.5K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 344 $21.7K <0.01% +117 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 345 $21.6K <0.01% -74 13F-HR/A Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 338 $21.4K <0.01% +62 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 328 $21K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 280 $17.7K <0.01% +195 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 258 $16.3K <0.01% +226 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 254 $16.1K <0.01% -659 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 230 $14.5K 0.01% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 227 $14.3K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 197 $12.5K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 170 $10.7K <0.01% +90 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 164 $10.4K <0.01% +82 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 155 $9.8K <0.01% 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 144 $9.1K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 142 $8.95K <0.01% -42 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 137 $8.66K <0.01% -141 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 128 $8.09K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 142 $8.09K <0.01% +121 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 119 $7.52K <0.01% +49 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 119 $7.52K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 118 $7.46K <0.01% +17 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 117 $7K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 103 $6.51K <0.01% +78 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 103 $6.51K 0.01% -3 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 100 $6.32K <0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 91 $5.75K <0.01% +54 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 77 $4.87K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 76 $4.8K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 75 $4.74K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 74 $4.68K <0.01% +23 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 72 $4.55K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 60 $3.79K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 56 $3.54K <0.01% +40 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 45 $2.84K <0.01% +44 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 45 $2.84K <0.01% +11 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 44 $2.78K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 55 $2.4K <0.01% +17 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 34 $2.15K <0.01% new 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 34 $2.15K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 28 $1.77K <0.01% -340 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 25 $1.45K <0.01% -18 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 20 $1.26K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 18 $1.14K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 17 $1.07K <0.01% 0 13F-HR/A Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 16 $1.01K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 28 $1K <0.01% -1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 15 $949 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 14 $885 <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 11 $695 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $642 <0.01% -12 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 10 $632 <0.01% new 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 8 $506 <0.01% new 13F-HR/A Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $419 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 6 $379 <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $63 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -404 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.