SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 10,460 $159K 0.02% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 10,078 $154K <0.01% new 13F-HR/A Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 9,526 $145K <0.01% -6,155 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,959 $137K <0.01% +522 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7,550 $123K <0.01% -3,213 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,882 $120K <0.01% +2,479 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 6,400 $97.8K <0.01% -190 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 6,226 $94.9K 0.01% -250 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 6,124 $93.3K <0.01% new 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 4,947 $75.4K <0.01% -527 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,741 $72K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,670 $71.2K 0.01% +710 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,145 $63.2K 0.06% 13F-HR/A Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 4,082 $62.2K <0.01% +64 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 3,838 $58.5K 0.02% +392 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,510 $38.3K <0.01% +2,123 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 2,309 $35.2K <0.01% +6 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,268 $34.6K <0.01% +1,292 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,905 $29K <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,883 $28.7K 0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,805 $27.5K 0.01% -22 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,775 $27.1K 0.01% -231 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,206 $18.4K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,153 $17.6K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,080 $16.5K <0.01% +3 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,050 $16K 0.01% -400 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,027 $15.7K <0.01% -11 13F-HR/A Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,001 $15.3K <0.01% new 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,000 $15.2K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 985 $15K <0.01% +2 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 879 $13.4K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 819 $12.5K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 737 $11.2K <0.01% -69 13F-HR/A Timeline Group Covestor Ltd More: the full row for Covestor Ltd 698 $11K 0.01% +567 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 651 $9.92K <0.01% -163 13F-HR/A Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 505 $7.7K <0.01% -15,116 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 382 $5.82K <0.01% +72 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 370 $5.64K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 367 $5.59K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 332 $5.42K <0.01% +25 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 342 $5.21K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 311 $4.74K <0.01% -13 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 291 $4.43K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 276 $4.21K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 262 $3.99K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 256 $3.9K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 250 $3.81K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 249 $3.8K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 230 $3.5K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 160 $2.44K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 138 $2.1K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 132 $2.01K <0.01% -3 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 112 $1.71K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 100 $1.52K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 100 $1.52K <0.01% -43 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 95 $1.45K <0.01% new 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 94 $1.43K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 84 $1.28K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 80 $1.22K <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) 75 $1.14K <0.01% -17,953 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 75 $1.14K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 75 $1.14K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 71 $1K <0.01% -18 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 65 $991 <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 60 $916 <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 56 $853 <0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 55 $838 <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 50 $762 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 49 $747 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 42 $640 <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 41 $625 <0.01% +37 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 37 $564 <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 37 $564 <0.01% +36 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 31 $472 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 27 $411 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 26 $400 <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 24 $366 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 15 $229 <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 13 $199 <0.01% -1 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 12 $183 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 10 $153 <0.01% -1 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8 $122 <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $107 <0.01% +2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $61 <0.01% +1 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3 $46 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2 $30 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $16 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $15 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $15 <0.01% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 42 $0 0% +19 13F-HR Timeline Value filed as zero, left out of ratios. MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 24 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.