FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 788 $27.7K <0.01% -129 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 763 $26.8K <0.01% -250 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 758 $26.6K <0.01% +15 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 711 $25K <0.01% new 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 635 $22.3K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 600 $21.1K 0.01% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 600 $21.1K 0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 554 $19.5K <0.01% -24 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 536 $18.8K <0.01% +14 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 527 $18.8K <0.01% -60,025 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 504 $17.7K 0.01% +94 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 497 $17.5K <0.01% -24 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 459 $16.1K <0.01% -4 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 450 $15.8K 0.01% -41 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 365 $12.8K <0.01% -89 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 359 $12.6K <0.01% +119 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 302 $11K <0.01% +87 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 307 $10.8K <0.01% +98 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 271 $9.53K <0.01% +223 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 269 $9.46K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 274 $9.26K <0.01% +117 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 246 $8.75K <0.01% +160 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 258 $8.74K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 240 $8.44K <0.01% -31 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 232 $8.15K <0.01% -65 13F-HR/A Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 212 $7.45K <0.01% -18 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 210 $7.38K <0.01% +161 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 209 $7.35K <0.01% +26 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 190 $7K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 184 $6.47K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 181 $6.36K <0.01% +67 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 175 $6.15K <0.01% +14 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 168 $5.91K <0.01% +124 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 113 $3.97K <0.01% -20 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 96 $3.38K <0.01% -19 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 105 $3K <0.01% -171 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 78 $2.74K <0.01% +9 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 75 $2.64K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 66 $2.32K <0.01% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 65 $2.29K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 58 $2.17K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 60 $2.11K <0.01% -13 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 52 $1.83K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 48 $1.69K <0.01% -1,990 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 46 $1.62K <0.01% +13 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 46 $1.62K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 41 $1.44K <0.01% -656 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 36 $1.27K <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 35 $1.24K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 34 $1.2K <0.01% +30 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 25 $879 <0.01% -1 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 21 $738 <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 18 $633 <0.01% +5 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 17 $598 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 17 $598 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 16 $563 <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 13 $457 <0.01% -2 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 9 $316 <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8 $281 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 8 $281 <0.01% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4 $141 <0.01% 0 13F-HR Timeline Group Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 4 $141 <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3 $105 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $71 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2 $71 <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $36 <0.01% -3 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $36 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $36 <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1 $35 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $33 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 16 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.