North Dakota State Investment Board More: the full row for North Dakota State Investment Board 697 $280K 0.01% 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 627 $279K 0.01% -47 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 694 $279K <0.01% 0 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 656 $279K 0.07% +21 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 675 $272K 0.01% -262 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 672 $271K <0.01% +8 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 667 $268K 0.05% +103 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 666 $268K 0.14% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 665 $268K <0.01% -3 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 664 $267K 0.09% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 657 $264K <0.01% -30 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 652 $262K 0.02% +2 13F-HR Timeline ANB BANK More: the full row for ANB BANK 651 $262K 0.1% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 648 $261K <0.01% 0 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 645 $259K 0.16% -243 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 640 $257K <0.01% +100 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 635 $256K 0.02% 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 634 $255K 0.04% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 634 $255K 0.04% new 13F-HR Timeline Group JMN Financial LLC More: the full row for JMN Financial LLC 614 $247K 0.25% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 610 $245K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 582 $245K 0.01% +31 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 607 $244K <0.01% +83 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 606 $244K 0.02% new 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 601 $242K <0.01% -458 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 601 $242K 0.08% 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 600 $241K <0.01% new 13F-HR Timeline Group Lincoln Capital LLC More: the full row for Lincoln Capital LLC 600 $241K 0.04% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 600 $241K 0.07% new 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 600 $241K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 591 $238K <0.01% +262 13F-HR/A Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 588 $237K 0.02% new 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 570 $229K 0.03% 0 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 569 $229K 0.27% 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 556 $224K 0.02% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 550 $221K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 546 $220K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 531 $214K <0.01% -27 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 526 $212K 0.01% -105 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 525 $211K 0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 515 $207K <0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 511 $206K <0.01% new 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 502 $202K 0.17% new 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 500 $201K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 472 $190K <0.01% +376 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 466 $187K <0.01% -8 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 459 $185K 0.01% +39 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 453 $182K 0.01% +30 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 526 $161K 0.01% 0 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 400 $161K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 328 $132K 0.01% +205 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 327 $132K <0.01% +53 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 322 $130K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 317 $128K <0.01% -454 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 292 $117K 0.04% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 283 $114K 0.01% +81 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 272 $109K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 220 $88.5K 0.04% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 218 $87.7K <0.01% +59 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 211 $84.9K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 208 $83.7K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 207 $83.3K <0.01% +1 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 185 $74.3K <0.01% +63 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 184 $74K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 174 $70K <0.01% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quarry LP More: the full row for Quarry LP 165 $66.4K 0.01% +156 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 152 $61.1K 0.02% +135 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 150 $60.3K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 149 $60K <0.01% +1 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 136 $54.7K <0.01% +10 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 136 $54.7K 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 133 $53.5K <0.01% +19 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 126 $50.7K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 123 $49.5K 0.01% -1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 115 $46.9K <0.01% -62 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 112 $45.1K 0.01% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 110 $44.3K 0.02% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 107 $43K <0.01% +100 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 105 $42.1K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 89 $35.8K <0.01% -108 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 85 $34.2K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 83 $33.4K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 75 $30.2K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 74 $29.8K <0.01% +11 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 72 $29K <0.01% +14 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 63 $28K <0.01% -14,543 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 67 $27K 0.01% new 13F-HR/A Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 67 $27K 0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 65 $26.1K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 63 $25K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 60 $24.1K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 59 $24K 0.01% -6 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 57 $22.9K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 54 $22K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 49 $19.7K <0.01% -62 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 40 $16.1K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 37 $14.9K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 36 $14.5K <0.01% +16 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 30 $12.1K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 28 $11.3K <0.01% +4 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 28 $11.3K <0.01% -3 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 26 $11K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 27 $10.9K <0.01% +16 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 26 $10.5K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 24 $9.66K <0.01% +6 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 24 $9.66K 0.01% -3,301 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 22 $8.85K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 22 $8.85K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 22 $8.85K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 21 $8.45K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 19 $7.64K <0.01% -19 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 18 $7.24K <0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 18 $7.24K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 17 $6.84K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 17 $6.84K <0.01% -2,000 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 17 $6.84K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 17 $6.84K <0.01% +4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14 $5.63K <0.01% +12 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 14 $5.63K <0.01% +5 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 14 $5.63K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 13 $5.23K <0.01% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 13 $5.23K <0.01% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 11 $4.63K <0.01% -3 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 11 $4.44K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 10 $4.03K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 10 $4.02K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 10 $4.02K <0.01% new 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 10 $4.02K <0.01% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 9 $3.62K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9 $3.62K <0.01% +6 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 8 $3.22K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 8 $3.22K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6 $2.41K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 6 $2.41K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 6 $2.41K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6 $2.41K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $2.41K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 6 $2.41K <0.01% 0 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5 $2.22K <0.01% -125 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5 $2.01K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5 $2.01K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5 $2.01K <0.01% -2 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5 $2.01K <0.01% +3 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5 $2.01K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $1.61K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4 $1.61K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4 $1.61K <0.01% -3 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4 $1.61K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4 $1.61K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4 $1.61K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4 $1.61K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3 $1.21K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $1.21K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 3 $1.21K <0.01% 13F-HR/A Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3 $1.21K <0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2 $806 <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2 $806 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2 $805 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $805 <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2 $804 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $403 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1 $403 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1 $402 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1 $402 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $8 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.