Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,862 $109K <0.01% +1,516 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 11,720 $108K 0.01% +74 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 11,610 $107K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,436 $105K <0.01% +11,226 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 11,383 $105K <0.01% +389 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 11,242 $104K <0.01% -26,600 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,986 $101K <0.01% -21,326 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 10,900 $100K -881,807 Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 10,850 $100K <0.01% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,787 $99.5K <0.01% -12,096 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 10,786 $99.4K 0.01% new 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 10,707 $98.7K 0.02% new 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 10,700 $98.7K 0.1% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,640 $98.1K <0.01% -11,054 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,450 $96.3K <0.01% -1,444 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 10,000 $92.2K <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 8,787 $81K <0.01% -594 13F-HR/A Timeline Group Walnut Level Capital LLC More: the full row for Walnut Level Capital LLC 80,000 $80K 0.06% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,860 $72.5K <0.01% +6,038 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,623 $70.3K 0.01% +2,903 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,000 $64.5K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 6,542 $60.3K <0.01% +92 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 6,500 $59.9K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,426 $59.2K <0.01% -988 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,233 $57.5K <0.01% +5,782 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 5,653 $52.1K 0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5,552 $51.2K 0.02% +3,814 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,274 $48.6K <0.01% -3,359 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,145 $47.4K <0.01% +1,771 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,000 $46.1K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,899 $45.2K <0.01% +290 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,740 $43.7K <0.01% -10,748 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,148 $38.2K 0.01% -23 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,485 $32.1K <0.01% +3,295 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,386 $31.2K 0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,196 $29.5K 0.01% +497 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,176 $29.3K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,533 $23.7K <0.01% -1,503 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 2,550 $23.5K <0.01% +887 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,521 $23.2K 0.01% +761 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,337 $21.5K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,300 $21.2K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,272 $20.9K <0.01% -4,386 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,259 $20.8K <0.01% +2,205 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,192 $20.2K <0.01% -1 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,804 $16.6K <0.01% +470 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,623 $15K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,331 $12.3K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 1,279 $11.8K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,176 $10.8K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,173 $10.8K <0.01% -2,350 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,151 $10.8K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,148 $10.6K <0.01% new 13F-HR Timeline Oakum Bay Capital LLC More: the full row for Oakum Bay Capital LLC 1,000 $9.22K <0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 950 $8.76K <0.01% -653 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 756 $8.74K <0.01% 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 925 $8.53K <0.01% -291 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 903 $8.32K <0.01% -1,225 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 890 $8.21K <0.01% -1,629 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 820 $7.56K <0.01% -2,224 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 765 $7.05K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 722 $6.66K <0.01% +18 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 720 $6.64K <0.01% +40 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 654 $6.03K <0.01% -197 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 644 $5.94K <0.01% -78 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 637 $5.87K <0.01% -5,724 13F-HR Timeline Quarry LP More: the full row for Quarry LP 631 $5.82K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 623 $5.75K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 602 $5.55K <0.01% +374 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 588 $5.42K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 510 $4.7K 0.03% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 480 $4.43K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 466 $4.3K <0.01% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 360 $3.32K <0.01% 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 347 $3.2K <0.01% +117 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 328 $3K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 315 $2.9K <0.01% -81 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 300 $2.77K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 294 $2.71K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 249 $2.3K <0.01% -70 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 239 $2.2K <0.01% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 147 $2K <0.01% 0 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 183 $1.69K <0.01% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 177 $1.63K <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 173 $1.59K <0.01% -254 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 172 $1.59K <0.01% +92 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 164 $1.51K <0.01% -195 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 158 $1.46K <0.01% -1,113 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 153 $1.41K <0.01% +84 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 152 $1.4K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 133 $1.23K <0.01% 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 127 $1.17K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 122 $1.12K <0.01% +1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 121 $1.12K <0.01% -64 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 120 $1.11K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 112 $1.03K <0.01% +98 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 109 $1K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 103 $950 <0.01% -134 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 76 $700 <0.01% +46 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 72 $664 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 62 $572 <0.01% +30 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 54 $498 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 39 $360 <0.01% -70 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 35 $323 <0.01% -23 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 34 $313 <0.01% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 29 $267 <0.01% -193 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 28 $259 <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 27 $249 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 23 $212 <0.01% -39 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 19 $175 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 18 $166 <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 14 $129 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 11 $102 <0.01% -9 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3 $28 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2 $18 <0.01% 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $9 <0.01% -2 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 78 $0 0% +51 13F-HR Timeline Group Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 47 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.