BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 16,509 $418K <0.01% -7,684 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 16,394 $415K <0.01% -10,395 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 15,600 $395K <0.01% new 13F-HR Timeline Group E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 15,546 $393K 0.01% -7,291 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 15,489 $392K 0.01% +2,566 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 15,273 $386K 0.09% +1,034 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 15,273 $386K 0.04% -9,023 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,515 $367K <0.01% -527 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 14,513 $367K <0.01% +186 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 14,182 $359K <0.01% -1,590 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,431 $340K <0.01% +1,913 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 13,399 $339K <0.01% -1,796 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 13,286 $336K <0.01% -7 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. XPONANCE LLC More: the full row for XPONANCE LLC 12,897 $326K <0.01% +1,027 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 12,819 $324K 0.08% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 12,694 $321K 0.06% -1,561 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 12,540 $317K 0.1% 0 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 12,332 $312K <0.01% -117,052 13F-HR Timeline Group Diametric Capital, LP More: the full row for Diametric Capital, LP 12,179 $308K 0.03% -8,663 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,791 $298K <0.01% new 13F-HR/A Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 11,699 $296K 0.01% +1,301 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,584 $293K 0.01% -707 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 11,000 $278K 0.06% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,503 $266K 0.03% -96 13F-HR Timeline DLD Asset Management, LP More: the full row for DLD Asset Management, LP 10,000 $253K 0.02% new 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 10,000 $253K 0.19% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,701 $245K <0.01% -344 13F-HR Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 9,501 $240K 0.1% 0 13F-HR Timeline Morgan Creek Capital Management, LLC More: the full row for Morgan Creek Capital Management, LLC 9,395 $238K 0.16% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 9,244 $234K <0.01% -162 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 9,163 $232K <0.01% new 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 9,049 $229K 0.01% -50,921 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 9,025 $228K 0.02% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 8,959 $227K <0.01% new 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 8,636 $218K <0.01% new 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 8,419 $213K 0.01% -112,458 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 8,110 $205K 0.46% new 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 8,050 $204K <0.01% +150 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,951 $201K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,436 $188K <0.01% +7,304 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,684 $119K <0.01% +1,174 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 4,682 $118K 0.07% +1,559 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) 4,567 $116K <0.01% -5,201 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. 4,499 $114K <0.01% +196 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,118 $104K 0.01% +574 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,619 $92K <0.01% 0 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 3,609 $91.3K <0.01% -190 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,129 $79K <0.01% +648 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,985 $75.5K <0.01% +402 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,526 $63.9K <0.01% 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,277 $57.6K <0.01% +528 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,000 $50.6K <0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,962 $49.6K <0.01% new 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 1,841 $47K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,832 $46.4K <0.01% +293 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,829 $46.3K <0.01% -66 13F-HR/A Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,762 $44.6K 0.02% -145 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,544 $39K <0.01% new 13F-HR Timeline Group Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 1,521 $38.5K <0.01% 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,509 $38.2K <0.01% -221 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,460 $36.9K <0.01% -442 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,375 $34.6K <0.01% -551 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,375 $34.6K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,158 $29.3K <0.01% +106 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,115 $28.2K <0.01% -252 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,099 $27.8K <0.01% +942 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,075 $27.2K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,032 $26.1K <0.01% +32 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,000 $25.3K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 936 $23.7K <0.01% +328 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 921 $23.3K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 891 $22.5K <0.01% +12 13F-HR Timeline Graticule Asia Macro Advisors LLC More: the full row for Graticule Asia Macro Advisors LLC 889 $22.5K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 872 $22.1K <0.01% +459 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 840 $21.3K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 823 $20.8K <0.01% +331 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 804 $20.3K <0.01% -2,228 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 735 $18.6K <0.01% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 715 $18.1K 0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 622 $15.7K <0.01% +536 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 595 $15.1K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 566 $14.3K 0.01% -25 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 537 $13.6K <0.01% -362 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 435 $11K <0.01% +8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SMA Capital LLC More: the full row for SMA Capital LLC 412 $10.4K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 399 $10.1K <0.01% +368 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 345 $8.73K <0.01% +100 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 308 $7.79K <0.01% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 300 $7.59K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 276 $6.98K <0.01% +102 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 262 $6.63K <0.01% +110 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 247 $6.25K <0.01% +125 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 245 $6.2K <0.01% +142 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 218 $5.52K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 200 $5.06K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 199 $5.04K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 195 $4.93K <0.01% +163 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 190 $4.81K <0.01% +86 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 190 $4.8K <0.01% +61 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 157 $3.97K <0.01% +115 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 141 $3.57K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 131 $3.31K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 131 $3.3K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 112 $2.83K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 111 $2.81K <0.01% +32 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 109 $2.76K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 109 $2.76K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 100 $2.5K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 89 $2.25K <0.01% +20 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 75 $1.9K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 70 $1.77K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 67 $1.7K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 62 $1.57K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 59 $1.49K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 58 $1.47K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 47 $1.19K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 42 $1.06K <0.01% -29 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 40 $1.01K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 30 $759 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 30 $759 <0.01% -63 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 26 $649 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 24 $607 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 23 $582 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 20 $506 <0.01% +5 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 19 $481 <0.01% +6 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 14 $355 <0.01% +7 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 13 $329 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 11 $278 <0.01% -124 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 11 $278 <0.01% -15 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 11 $278 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10 $253 <0.01% +2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 9 $228 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 7 $177 <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 6 $152 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4 $101 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $76 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $26 <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 23 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 10 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.