KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,640 $284K <0.01% -631 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,558 $280K <0.01% new 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 5,492 $276K 0.01% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 5,355 $269K <0.01% -325 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 5,073 $255K 0.12% +816 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,026 $253K <0.01% -43,186 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 4,945 $249K 0.01% +2,979 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,893 $246K <0.01% +250 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,840 $244K 0.02% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,738 $237K <0.01% +4,496 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,587 $231K <0.01% -720 13F-HR/A Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,502 $226K 0.06% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,495 $226K <0.01% +1,563 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 4,355 $219K <0.01% -51,165 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 4,312 $217K 0.16% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,146 $209K <0.01% new 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,899 $196K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,672 $185K <0.01% +2,169 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,307 $166K <0.01% +1,008 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,075 $155K <0.01% +715 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,601 $131K <0.01% +672 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,371 $119K <0.01% -1,383 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,325 $117K <0.01% +658 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,295 $115K <0.01% +2,115 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 2,063 $104K 0.01% +905 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,916 $96.4K <0.01% -12,275 13F-HR Timeline Group MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 1,879 $94.5K <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,817 $91.4K <0.01% -1,460 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 1,701 $85.6K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,610 $81K 0.01% new 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,603 $80.6K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,500 $75.5K <0.01% +187 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,345 $67.7K 0.01% +731 13F-HR/A Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 1,289 $64.9K <0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,194 $60.1K 0.03% +782 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,134 $57.1K <0.01% +732 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,071 $53.9K <0.01% +426 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,061 $53K 0.03% -183 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,048 $53K <0.01% +494 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,019 $51.3K 0.01% -244 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 945 $47.5K 0.03% -33,516 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 924 $46.5K <0.01% -167 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 881 $44K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 852 $42.9K 0.03% new 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 770 $38.7K -11,563 Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 695 $35K 0.01% +272 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 655 $33K <0.01% -436 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 653 $32.9K <0.01% +433 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 642 $32.3K <0.01% +47 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 623 $31.3K <0.01% +598 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 606 $30.5K 0.02% +52 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 598 $30.1K <0.01% -1,370 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 584 $29.2K <0.01% +240 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 556 $28K <0.01% +253 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 550 $27.7K <0.01% -27,709 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 545 $27.4K <0.01% new 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 388 $19.5K <0.01% +386 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 326 $16.4K 0.01% 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 323 $16K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 292 $14.7K <0.01% -744 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 281 $14.1K <0.01% -20 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 234 $13.3K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 267 $13K <0.01% +213 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 250 $12.6K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 257 $12K <0.01% +31 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 227 $11.4K <0.01% +70 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 199 $10K <0.01% +1 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 187 $9.42K <0.01% +117 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 146 $7.34K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 132 $6.64K <0.01% -92 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 121 $6.09K <0.01% -175 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 120 $6.04K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 120 $6.04K <0.01% +84 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 121 $6K <0.01% -110 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 100 $5.03K <0.01% +20 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 100 $5.03K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 92 $4.61K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 87 $4.38K <0.01% +39 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 80 $4.02K <0.01% +11 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 69 $3.47K <0.01% +45 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 65 $3.27K <0.01% +56 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 64 $3.22K <0.01% +40 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 62 $3.12K <0.01% +8 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 59 $2.98K <0.01% +37 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 57 $2.87K <0.01% +5 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 53 $2.67K <0.01% -16 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 53 $2.67K <0.01% +33 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 43 $2.16K <0.01% +18 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 28 $1.41K <0.01% +21 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 23 $1.16K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 23 $1.16K <0.01% +14 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 23 $1.16K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 22 $1.11K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 22 $1.1K <0.01% +6 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 23 $1K <0.01% new 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 13 $1K <0.01% +1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 19 $956 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 18 $906 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 15 $864 <0.01% -2 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 17 $855 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 16 $805 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13 $655 <0.01% +3 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 13 $654 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 13 $654 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 12 $604 <0.01% -27 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 11 $554 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11 $553 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10 $504 <0.01% -5 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5 $358 <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 6 $302 <0.01% 0 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 6 $302 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $302 <0.01% +5 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $302 <0.01% -1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5 $252 <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 5 $252 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $252 <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5 $252 <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4 $201 <0.01% new 13F-HR Timeline Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 4 $201 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4 $201 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3 $151 <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2 $101 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $101 <0.01% +2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $101 <0.01% -4 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1 $52 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $51 <0.01% -3 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1 $51 <0.01% -2 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1 $50 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $50 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 0 $7 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Hemington Wealth Management More: the full row for Hemington Wealth Management 6 $0 0% -10 13F-HR Timeline Value filed as zero, left out of ratios. 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.