IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,000 $342K <0.01% -315,688 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 9,640 $330K 0.06% -8,002 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 9,616 $329K 0.03% new 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 9,600 $329K <0.01% 0 13F-HR Timeline Group INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 9,519 $326K <0.01% -80,353 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,481 $325K <0.01% +3,437 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 9,430 $323K 0.16% +425 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,157 $322K 0.01% -13,601 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 9,132 $312K 0.02% -7,909 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 9,115 $312K <0.01% -2,317 13F-HR Timeline Group CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 9,000 $308K 0.03% -9,000 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,879 $304K <0.01% -19,340 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,459 $289K <0.01% -3,452 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 8,443 $289K <0.01% -15,551 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,435 $289K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,327 $285K <0.01% +2,195 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 8,290 $284K +6,896 Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,273 $283K 0.01% -37 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 7,755 $265K <0.01% +135 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,703 $264K <0.01% -939 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 7,680 $263K 0.03% +105 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 7,184 $246K 0.04% -11,027 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 7,040 $241K 0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,042 $241K <0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,034 $241K <0.01% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 6,902 $236K <0.01% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 6,871 $235K <0.01% -6,521 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,819 $233K <0.01% -25,147 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 6,634 $227K 0.02% -1,030 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,628 $227K 0.01% -1,456 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,936 $226K 0.01% -8,367 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 6,565 $225K 0.01% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 6,554 $224K 0.02% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 6,413 $219K 0.07% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 6,393 $219K <0.01% -7,865 13F-HR Timeline Group North Dakota State Investment Board More: the full row for North Dakota State Investment Board 6,333 $217K 0.01% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,226 $213K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,107 $209K 0.02% +1,202 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,079 $208K 0.03% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,062 $207K 0.01% -15,544 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,049 $207K <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,019 $205K 0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,759 $197K <0.01% 0 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 5,140 $176K 0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 4,501 $154K <0.01% -593 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 4,497 $154K <0.01% -266 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,144 $142K <0.01% -3,695 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,982 $136K <0.01% -7,507 13F-HR Timeline Group Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 3,979 $135K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,282 $112K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,210 $110K 0.1% -3,140 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,891 $98.9K <0.01% +2,698 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,873 $98.3K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,710 $92.7K 0.01% new 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,486 $85.1K <0.01% -189 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,433 $83.3K <0.01% -361 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,409 $82.4K <0.01% -5,331 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,355 $80.6K <0.01% +98 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,269 $77.6K <0.01% -971 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,240 $76.7K <0.01% -5,357 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,202 $75.4K <0.01% +283 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,083 $71.3K 0.01% -735 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,907 $65.3K <0.01% -200 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,732 $59.3K <0.01% +258 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,706 $58.4K <0.01% +1,090 13F-HR Timeline Group Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 1,704 $58.3K -1,086,571 Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,429 $49K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,277 $43.7K <0.01% -8,615 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,184 $40.5K <0.01% +325 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,097 $37.5K 0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,074 $36.8K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 974 $33.3K 0.01% -63 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 972 $33.3K <0.01% -2,164 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 974 $33K 0.02% +779 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 921 $31.5K <0.01% -372 13F-HR Timeline Group Mint Tower Capital Management B.V. More: the full row for Mint Tower Capital Management B.V. 905 $31K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 584 $20K <0.01% -1,962 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 570 $19.5K <0.01% +425 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 544 $18.6K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 522 $17.9K <0.01% -174 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 461 $15.8K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 374 $12.8K <0.01% +59 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 317 $10.8K <0.01% +26 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 303 $10.4K <0.01% +25 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $10.3K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 287 $9.82K <0.01% -6 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 279 $9.55K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 267 $9.14K <0.01% -4,228 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 265 $9.07K <0.01% +36 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 257 $8.79K <0.01% +83 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 226 $7.73K <0.01% +50 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 226 $7.73K <0.01% 0 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 205 $6.84K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 196 $6.71K <0.01% new 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 189 $6.47K <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 187 $6.4K <0.01% 0 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 170 $5.82K <0.01% +73 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 168 $5.75K <0.01% +78 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 160 $5.47K <0.01% -505 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 147 $5.03K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 135 $4.62K <0.01% +8 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 121 $4.14K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 120 $4.11K <0.01% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 113 $3.87K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 106 $3.63K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 96 $3.29K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 90 $3.08K <0.01% -1,714 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 84 $2.88K <0.01% +25 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 81 $2.77K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 78 $2.67K <0.01% +25 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 76 $2.6K <0.01% -35 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 69 $2.36K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 64 $2.19K <0.01% +29 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 61 $2.09K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 53 $1.81K <0.01% +36 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 53 $1.81K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 50 $1.71K <0.01% +37 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 48 $1.64K <0.01% +7 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 47 $1.61K <0.01% +18 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 35 $1.2K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 33 $1.13K <0.01% +4 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 30 $1.03K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 29 $992 <0.01% -1 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 28 $958 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 27 $924 <0.01% +15 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 26 $890 <0.01% -1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 25 $856 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 23 $800 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 19 $650 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 17 $582 <0.01% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 17 $581 <0.01% new 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 16 $548 <0.01% -3 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 12 $411 <0.01% -269 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 9 $308 <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 9 $308 <0.01% 0 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $240 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6 $206 <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 4 $137 <0.01% new 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $69 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2 $69 <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2 $68 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2 $68 <0.01% -18 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $35 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 18 $0 0% -18 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 16 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.